Wealth Advisor: Strategic Planning & Client Relationships

Global Advisers, LLC; Newtown Square (Delaware County); On-site; USD 60,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Newtown Square, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships.

You will lead client meetings, explain recommendations and tradeoffs, develop new business through referrals, and coordinate with investment, planning, and compliance teams to ensure accurate, compliant 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.
• 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

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant 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 professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Communication skills

Relationship building

Client-focused mindset

Team collaboration

Education

Bachelor's degree or equivalent

Series 65 license

Job description

Global Advisers, LLC in Newtown Square, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships.

You will lead client meetings, explain recommendations and tradeoffs, develop new business through referrals, and coordinate with investment, planning, and compliance teams to ensure accurate, compliant service.