Wealth Advisor: Strategic Planning & Client Growth

Global Advisers, LLC; Salt Lake City (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Salt Lake City, UT seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and financial planning while building durable client relationships.

You will develop goals-based financial advice aligned with each client’s objectives, risk tolerance, and time horizon, lead client meetings, and coordinate with investment, planning, operations, and compliance teams to implement recommendations.

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.
• 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

• 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 applicable regulatory, privacy, and firm requirements.

Skills

Investment knowledge

Client relationship management

Communication skills

Professional integrity

Planning judgment

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers, LLC in Salt Lake City, UT seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and financial planning while building durable client relationships.

You will develop goals-based financial advice aligned with each client’s objectives, risk tolerance, and time horizon, lead client meetings, and coordinate with investment, planning, operations, and compliance teams to implement recommendations.