Wealth Advisor - Tailored Investment & Planning Solutions

Global Advisers, LLC; Fort Washington (Montgomery County); On-site; USD 75,000 - 120,000; Full time

Job summary

Global Advisers, LLC is seeking a Financial Advisor in Fort Washington, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. You will combine advice, relationship management, and coordinated implementation to serve clients with high standards of accuracy and service.

The role emphasizes goals-based financial guidance, collaborative work, and professional conduct, with

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

• 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

Client relationship building

Communication skills

Financial knowledge

Planning/judgment

Education

Bachelor's degree

Series 65 required

Job description

Global Advisers, LLC is seeking a Financial Advisor in Fort Washington, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. You will combine advice, relationship management, and coordinated implementation to serve clients with high standards of accuracy and service.

The role emphasizes goals-based financial guidance, collaborative work, and professional conduct, with