Senior Private Wealth Advisor: UHNW Planning & Investments
global advisersSomerville, MA
Senior Private Wealth Advisor: UHNW Planning & Investments
L5
global advisersSomerville, MA3 days ago
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesGlobal Advisers, LLC in Cambridge, MA seeks a Senior Private Wealth Advisor to lead and manage sophisticated client relationships, coordinating investment, planning, liquidity, and legacy strategies.
The role requires strong judgment, collaboration with specialists, and a proven track record of building high-net-worth client relationships. A Series 65 is expected; hybrid work model and a commitment to compliant, service-driven outcomes are essential.
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Level
SeniorL5
Location
Somerville, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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