Wealth Planning Financial Advisor – Client Growth

Global Advisers, LLC; Westport (CT); On-site; USD 85,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Westport, CT seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning. The role blends advice, relationship management, business development, and coordinated implementation.

Ideal candidates have a Bachelor's degree or equivalent experience, 3+ years in financial advisory, and Series 65 compliance. Strong communication, investment knowledge, and integrity are essential.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3+ years in financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Proven 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 judgement, communication skills, and professional integrity.

Responsibilities

• Develop goals-based financial advice aligned with client objectives and risk tolerance.
• Advise on investment strategy, retirement income, tax 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 specialised expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Client relationship management

Financial advisory experience

Communication skills

Professional integrity

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC in Westport, CT seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning. The role blends advice, relationship management, business development, and coordinated implementation.

Ideal candidates have a Bachelor's degree or equivalent experience, 3+ years in financial advisory, and Series 65 compliance. Strong communication, investment knowledge, and integrity are essential.