About Us: Global Strategic Investment Solutions (“GSIS”) is a Registered Investment Advisor with approximately $1.5 billion of assets under management and is headquartered in Scottsdale, Arizona. We are among the fastest growing investment advisors in America with specific emphasis on the southwest and southeast regions.
Our firm serves as a completely objective NextGen Outsourced Chief Investment Officer to high net worth private clients, family offices, endowments, foundations, healthcare organizations, not-for-profits and corporations.
The Wealth Management Advisor will be the primary point of contact for clients, ensuring high-quality service, resolving issues, and helping clients achieve their longterm investment goals.
Responsibilities and Duties:
➢ Build and maintain relationships with clients to understand their financial goals and provide personalized investment solutions
➢ Develop and implement comprehensive financial plans for clients, including investment strategies and retirement planning
➢ Work in collaboration the Investment Strategy Group to develop customized client solution
➢ Communicate regularly with clients to keep them informed of market changes and to ensure their goals and objectives are being met
➢ Partner with other financial professionals, such as accountants and attorneys, to provide comprehensive financial solutions for clients
Critical Skills:
➢ Entrepreneurial, self-motivated and competitive spirit
➢ Proven track record of successful client relationship management
➢ Broad understanding of investment management strategy, asset allocation and portfolio execution
➢ Experience and knowledge of alternative investments (hedge funds, private credit, private equity, real estate, natural resources, commodities)
➢ Strong written, verbal and visual presentation skills
➢ Confidence and experience in public speaking
➢ Ability to work independently and as part of a team
➢ Expertise with CRM and Microsoft Office 365 software programs
Qualifications:
➢ 10+ years of experience in wealth management / investment consulting
➢ Bachelor's degree in finance, economics, business, or a related field
➢ CFP and/or CFA designation (preferred)
➢ MBA or advanced degree in finance or related field (preferred)
➢ Experience with financial planning software and tools
➢ Series 65 license or ability to obtain within the first 6 months of employment
About Us
Global Strategic’s NextGen OCIO structure is identical to the nation’s largest and most successful multi-billion dollar investment pools, which are led by a Chief Investment Officer (“CIO”) plus a small, efficient team of key employees. In recent years these entities have slashed their internal headcount of support staff and now employ a myriad of FinTech firms that dramatically increase the breadth of their capabilities. GSIS employs many of the same functional expert organizations to augment our world-class investment process, providing our clients a superior customized investment portfolio solution with a fraction of the overhead costs. The fee savings from our efficient structure is passed to clients in the form of lower advisory fees.
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