Senior Private Wealth Advisor for UHNW Clients
global advisersSalt Lake City, UT
Senior Private Wealth Advisor for UHNW Clients
L5
global advisersSalt Lake City, UT8 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesGlobal Advisers, LLC in Salt Lake City, UT seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor combines technical judgment with relationship leadership and disciplined business development.
Requires a bachelor’s degree, 5+ years in wealth management, Series 65 at hire, and a proven ability to manage complex financial matters for demanding clients.
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Level
SeniorL5
Location
Salt Lake City, UT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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