Private Client Advisor - Wealth & Relationship Builder
Global Advisers, LLC
Global Advisers, LLC in Los Angeles, CA seeks an experienced Private Client Advisor to manage and grow relationships with individuals and families seeking coordinated investment and financial-planning advice. You will lead advisory conversations, coordinate multi-disciplinary planning, and build new client relationships through referrals and networks.
The role requires a bachelor’s degree or equivalent experience, 3+ years in financial services, and a Series 65.
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