Wealth Advisor & Planning Strategist

Global Advisers, LLC; Cambridge (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC is seeking a Financial Advisor in Cambridge, MA to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships. The role blends advice, relationship management, business development, and coordinated implementation.

It requires sound judgment, collaboration, accuracy, client service, and professional conduct. Series 65 is required at hire or per policy.

Qualifications

• Three or more years of financial-advisory or wealth-management experience.
• Strong investment knowledge, planning judgment, and professional integrity.
• Series 65 required at hire or within the period permitted by the firm and applicable law.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and related financial decisions.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Financial advisory

Relationship management

Communication skills

Regulatory compliance

Education

Bachelor's degree

Job description

Global Advisers, LLC is seeking a Financial Advisor in Cambridge, MA to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships. The role blends advice, relationship management, business development, and coordinated implementation.

It requires sound judgment, collaboration, accuracy, client service, and professional conduct. Series 65 is required at hire or per policy.