Accounting & Finance

Private Client Advisor - Wealth & Relationship Builder

Global Advisers, LLC

Los Angeles · California · United States

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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Reference: WJ-5408_11438467

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