Senior Private Wealth Advisor for UHNW Clients
global advisersSalt Lake City, UT
Senior Private Wealth Advisor for UHNW Clients
global advisersSalt Lake City, UTSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Global 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
Senior L5
Location
Salt Lake City, UT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago