Wealth Advisor - Strategy, Planning & Client Growth

Global Advisers, LLC; Radnor (Delaware County); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Global Advisers, LLC in Radnor, PA 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 balance advisory work with relationship development and coordinated implementation to meet client objectives.

The role requires strong judgment, teamwork, high standards of accuracy and professionalism, and the ability to communicate tradeoffs clearly during client

Competenze

• 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.

Mansioni

• Advise individuals, families, executives, and business owners on investment management and financial planning.
• Lead client meetings and communicate recommendations clearly, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, professional networks, and business-development activities.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory and firm requirements.

Conoscenze

Client relations

Investment knowledge

Communication

Integrity

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Global Advisers, LLC in Radnor, PA 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 balance advisory work with relationship development and coordinated implementation to meet client objectives.

The role requires strong judgment, teamwork, high standards of accuracy and professionalism, and the ability to communicate tradeoffs clearly during client