Wealth Advisor: Strategic Planning & Client Growth

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

Job summary

Global Advisers, LLC seeks a Financial Advisor in Exton, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships.

The role combines advice, relationship management, business development, and coordinated implementation. Bachelor’s degree or equivalent professional experience and multiple years of client-facing experience are required, with Series 65 at hire or soon after.

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.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

Responsibilities

• Advise individuals, families, executives, and business owners across investment management and financial planning.
• 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 professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Client relationship management

Investment knowledge

Communication skills

Financial planning

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers, LLC seeks a Financial Advisor in Exton, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships.

The role combines advice, relationship management, business development, and coordinated implementation. Bachelor’s degree or equivalent professional experience and multiple years of client-facing experience are required, with Series 65 at hire or soon after.