Wealth Advisor: Strategic Planning & Client Growth

Global Advisers, LLC; Chadds Ford Township (PA); On-site; USD 70,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Chadds Ford, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. The role focuses on building long-term client relationships through sound judgment, collaboration, and precise service delivery.

The position combines advisory work with business development, requiring strong communication and integrity to maintain high standards of accuracy and client service.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other financial decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• 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 professionals when needed.
• Maintain complete client records and adhere to regulatory and firm requirements.

Skills

Relationship-building

Communication

Planning judgment

Regulatory awareness

Education

Bachelor's degree

Series 65 certification

Tools

CRM software

Job description

Global Advisers, LLC in Chadds Ford, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. The role focuses on building long-term client relationships through sound judgment, collaboration, and precise service delivery.

The position combines advisory work with business development, requiring strong communication and integrity to maintain high standards of accuracy and client service.