Wealth & Financial Planning Advisor (Hybrid)

Global Advisers, LLC; San Francisco (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Global Advisers, LLC in San Francisco, CA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships. The role fuses advisory work, relationship management, business development, and coordinated execution across teams.

You will lead client meetings, clearly communicate recommendations, and grow the client base through referrals and networking while maintaining accurate

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, or related client-facing experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs 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 resources as needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent

Series 65 license required

CFP certification (preferred)

Job description

Global Advisers, LLC in San Francisco, CA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships. The role fuses advisory work, relationship management, business development, and coordinated execution across teams.

You will lead client meetings, clearly communicate recommendations, and grow the client base through referrals and networking while maintaining accurate