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Country * United States Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos (Keeling) Islands Colombia Comoros Congo Congo, The Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czech Republic Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands (Malvinas) Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See (Vatican City State) Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati North Korea South Korea Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia, Federated States of Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russia Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin (French part) Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten (Dutch part) Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye Uganda Ukraine United Arab Emirates United Kingdom United States Minor Outlying Islands Uruguay Uzbekistan Vanuatu Venezuela Vietnam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Address Line 1 * Address Line 2 Apt#/Flat Postal Code * ← Back Next → Page 2 of 4 Application Questions Please answer the following questions. Review your responses carefully and make sure the information is accurate and relevant to the role. Self Identification Details Voluntary Self-Identification Completing this section is voluntary and will not affect consideration for employment. Global Advisers provides equal employment opportunity and bases recruiting decisions on objective, job-related criteria. Voluntary responses are not included in the recruiting-review email, are not sent in a separate email, and are not used in skill matching or employment decisions. If you do not wish to provide this information, leave the fields blank or choose a “Prefer not to say” response. Please indicate your gender. No response Female Male Non-binary Other Prefer not to say Please indicate if you identify as Transgender. No response Yes No I prefer not to say Please indicate your race / ethnicity. No response Hispanic or Latino White Black or African American Asian American Indian or Alaska Native Native Hawaiian or Other Pacific Islander Two or More Races Other Prefer not to say Work Authorization Global Advisers would like to understand your current and future work authorization status for the United States. Do you have work authorization for the United States? * Select Yes - PR / National Yes - Other Not sure Please confirm your current U.S. work authorization status. * Select Citizen Permanent Resident Other current work authorization Not sure Will you require current or future employment sponsorship? * Select No Yes Not sure Disclosures Have you previously interned or worked at Global Advisers? * Select Yes - Full Time Employee Yes - Intern Yes - Contingent Worker No Where did you work? * When did you work there? * What was your role? * Are you a current contingent worker at Global Advisers? * Select Yes No Current Division * Select Executive Management Human Capital Management Investment Management Legal Counsel Operations Professional Services Global Research Technology Compliance Current Role * Current Location * Select Atlanta, GA Bala Cynwyd, PA Berwyn, PA Bethesda, MD Blue Bell, PA Boston, MA Brooklyn, NY Cambridge, MA Chadds Ford, PA Cherry Hill, NJ Chicago, IL Conshohocken, PA Dallas, TX Exton, PA Fort Washington, PA Greenwich, CT Houston, TX Jenkintown, PA Jersey City, NJ King of Prussia, PA Los Angeles, CA Miami, FL Nashua, NH New York City, NY (Wall Street) Newtown Square, PA Palo Alto, CA Philadelphia, PA Princeton, NJ Providence, RI Radnor, PA Red Bank, NJ Richmond, VA Salt Lake City, UT San Francisco, CA Seattle, WA Washington, DC West Palm Beach, FL Westport, CT Wilmington, DE Government or Regulatory Entity Do you currently hold, or have you held in the past five years, a position with a government, regulatory, or intergovernmental organization (IGO)? This includes national, state, municipal and local governments; agencies and departments; self-regulatory organizations; public pension plans; independent public authorities; and entities with regulatory, supervisory, or enforcement authority over financial services. Please provide a response * Select No Yes Government or Regulatory Entity Experience * Latest Employer Please select the name of your current or most recent employer. If it is not listed, choose Other and enter it manually. Name of Latest Employer * Select employer No prior employer / Not currently employed AllianceBernstein Allspring Global Investments Ally Financial Altruist American Century Investments American Express Ameriprise Financial Apollo Global Management AQR Capital Management Ares Management Bain Capital Baird Bank of America Barclays BlackRock Blackstone Bloomberg BMO Financial Group BNP Paribas BNY BNY Investments Bridgewater Associates Brookfield Asset Management Brown Brothers Harriman Cantor Fitzgerald Capital Group Capital One Carlyle Charles Schwab Citadel Citadel Securities Citi Citizens Bank Citizens Financial Group CME Group Cohen & Steers Comerica Credit Agricole Deutsche Bank Dimensional Fund Advisors Dodge & Cox Edward Jones Envestnet Evercore FactSet Federal Deposit Insurance Corporation (FDIC) Federal Reserve Fidelity Institutional Fidelity Investments Fifth Third Bank FINRA First Citizens Bank Fisher Investments Franklin Templeton General Atlantic Geode Capital Management Goldman Sachs Guggenheim Partners Hightower Advisors Houlihan Lokey HSBC Huntington Bank Interactive Brokers Intercontinental Exchange (ICE) Invesco J.P. Morgan Jane Street Janus Henderson Investors Jefferies Julius Baer KeyBanc Capital Markets KeyBank KKR Lazard Lincoln International LPL Financial M&T Bank Macquarie MassMutual Merrill Lynch MetLife MFS Investment Management Millennium Management Mizuho Moelis & Company Morgan Stanley Morningstar MUFG Nasdaq Natixis Neuberger Berman New York Life New York Stock Exchange (NYSE) Nomura Northern Trust Northwestern Mutual Nuveen Oaktree Capital Management Office of the Comptroller of the Currency (OCC) Oppenheimer & Co. Pershing PIMCO Piper Sandler PNC Financial Services Point72 Principal Financial Group Prudential Financial Putnam Investments / Franklin Templeton Raymond James Raymond James Financial RBC RBC Capital Markets Regions Bank Robinhood Rockefeller Capital Management Rothschild & Co. Santander Schroders Schwab Advisor Services SEI Investments SMBC Societe Generale State Street Stifel Susquehanna International Group T. Rowe Price TD Bank TD Securities Thrivent TPG Truist Two Sigma U.S. Bank U.S. Securities and Exchange Commission (SEC) UBS Vanguard Victory Capital Virtu Financial Vista Equity Partners Warburg Pincus Wellington Management Wells Fargo Western Asset Management William Blair William Blair & Company Other Other Employer * Current or Most Recent Job Title * Relevant Professional Experience * Select Less than 1 year 1-3 years 4-7 years 8-12 years 13+ years Education & Credentials Highest Education Level * Select High School or Equivalent Associate Degree Bachelor's Degree Master's Degree Doctoral or Professional Degree Field of Study * Select Accounting Actuarial Science Applied Mathematics Artificial Intelligence Behavioral Economics Business Administration Business Analytics Business Law Communications Computer Engineering Computer Science Corporate Finance Cybersecurity Data Analytics Data Science Economics Electrical Engineering Engineering English Entrepreneurship Finance Financial Economics Financial Engineering Financial Planning FinTech / Financial Technology Human Resources Management Industrial Engineering Information Security Information Systems Information Technology International Business International Relations Journalism Law / Juris Doctor Legal Studies Management Management Information Systems Marketing Mathematics Mechanical Engineering Operations Management Organizational Behavior Organizational Psychology Philosophy Physics Political Science Public Administration Public Policy Quantitative Finance Risk Management Risk Management & Insurance Sociology Statistics Taxation Other Other Field of Study * Professional Licenses & Certifications * Select every major financial, securities, planning, insurance, compliance, legal, technology, cybersecurity, or professional credential you currently hold. If none apply, select None / Not Applicable. None / Not Applicable Financial & Securities Registrations Securities Industry Essentials (SIE) FINRA Series 3 - National Commodities Futures FINRA Series 4 - Registered Options Principal FINRA Series 6 - Investment Company / Variable Contracts Products Representative FINRA Series 7 - General Securities Representative FINRA Series 9/10 - General Securities Sales Supervisor FINRA Series 14 - Compliance Official FINRA Series 16 - Supervisory Analyst FINRA Series 22 - Direct Participation Programs Representative FINRA Series 24 - General Securities Principal FINRA Series 26 - Investment Company / Variable Contracts Principal FINRA Series 27 - Financial and Operations Principal FINRA Series 28 - Introducing Broker-Dealer Financial and Operations Principal NFA Series 30 - Branch Manager NFA Series 31 - Futures Managed Funds NFA Series 32 - Limited Futures NFA Series 34 - Retail Off-Exchange Forex FINRA Series 39 - Direct Participation Programs Principal MSRB Series 50 - Municipal Advisor Representative MSRB Series 51 - Municipal Fund Securities Limited Principal MSRB Series 52 - Municipal Securities Representative MSRB Series 53 - Municipal Securities Principal MSRB Series 54 - Municipal Advisor Principal FINRA Series 57 - Securities Trader NASAA Series 63 - Uniform Securities Agent State Law NASAA Series 65 - Uniform Investment Adviser Law NASAA Series 66 - Uniform Combined State Law FINRA Series 79 - Investment Banking Representative FINRA Series 82 - Private Securities Offerings Representative FINRA Series 86/87 - Research Analyst FINRA Series 99 - Operations Professional Investment, Wealth & Planning Credentials Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Chartered Alternative Investment Analyst (CAIA) Financial Risk Manager (FRM) Certified Investment Management Analyst (CIMA) Certified Private Wealth Advisor (CPWA) Certificate in Investment Performance Measurement (CIPM) Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Retirement Income Certified Professional (RICP) Chartered Retirement Planning Counselor (CRPC) Accredited Investment Fiduciary (AIF) Certified Divorce Financial Analyst (CDFA) Certified Treasury Professional (CTP) Certified Corporate Financial Planning & Analysis Professional (FPAC) Accounting, Tax, Insurance, Retirement & Compliance Certified Public Accountant (CPA) Enrolled Agent (EA) Certified Management Accountant (CMA) Certified Internal Auditor (CIA) Certified Fraud Examiner (CFE) Certified Anti-Money Laundering Specialist (CAMS) Certified Regulatory Compliance Manager (CRCM) Investment Adviser Certified Compliance Professional (IACCP) Certified Compliance & Ethics Professional (CCEP) Qualified 401(k) Administrator (QKA) Qualified Pension Administrator (QPA) Certified Pension Consultant (CPC) Certified Plan Fiduciary Advisor (CPFA) Life Insurance Producer License Accident & Health / Health Insurance Producer License Property & Casualty Insurance Producer License Variable Life / Variable Annuity Authority Long-Term Care Insurance Certification Certified Employee Benefit Specialist (CEBS) Technology, Data & Cybersecurity CompTIA A+ CompTIA Network+ CompTIA Security+ CompTIA CySA+ CompTIA PenTest+ CompTIA SecurityX / CASP+ Certified Information Systems Security Professional (CISSP) ISC2 Certified in Cybersecurity (CC) Systems Security Certified Practitioner (SSCP) Certified Information Security Manager (CISM) Certified in Risk and Information Systems Control (CRISC) Certified Information Systems Auditor (CISA) Certified Ethical Hacker (CEH) GIAC Security Essentials (GSEC) GIAC Certified Incident Handler (GCIH) GIAC Certified Intrusion Analyst (GCIA) GIAC Penetration Tester (GPEN) Cisco Certified Network Associate (CCNA) Cisco Certified Network Professional (CCNP) Cisco Certified Internetwork Expert (CCIE) AWS Certified Cloud Practitioner AWS Certified Solutions Architect - Associate AWS Certified Solutions Architect - Professional AWS Certified Developer - Associate AWS Certified SysOps Administrator - Associate AWS Certified Security - Specialty Microsoft Certified: Azure Fundamentals (AZ-900) Microsoft Certified: Azure Administrator Associate (AZ-104) Microsoft Certified: Azure Solutions Architect Expert (AZ-305) Microsoft Certified: Azure Security Engineer Associate (AZ-500) Microsoft Certified: Power BI Data Analyst Associate (PL-300) Microsoft 365 Certified: Administrator Expert (MS-102) Google Cloud Associate Cloud Engineer Google Cloud Professional Cloud Architect Google Cloud Professional Data Engineer Google Cloud Professional Cloud Security Engineer Certified Kubernetes Administrator (CKA) Certified Kubernetes Application Developer (CKAD) Certified Kubernetes Security Specialist (CKS) HashiCorp Certified: Terraform Associate Salesforce Certified Administrator Salesforce Certified Platform Developer I Salesforce Certified Platform Developer II Salesforce Certified Sales Cloud Consultant ServiceNow Certified System Administrator ServiceNow Certified Application Developer Oracle Cloud Infrastructure Architect Oracle Java Certification Snowflake SnowPro Core Databricks Certified Data Engineer Associate Databricks Certified Data Engineer Professional Splunk Core Certified Power User Splunk Enterprise Certified Admin Tableau Certified Data Analyst Project, Product & Service Management Project Management Professional (PMP) Certified Associate in Project Management (CAPM) PMI Agile Certified Practitioner (PMI-ACP) Certified ScrumMaster (CSM) Professional Scrum Master (PSM) Certified Scrum Product Owner (CSPO) Professional Scrum Product Owner (PSPO) ITIL 4 Foundation SAFe Agilist Legal, Privacy & Human Capital Attorney / State Bar Admission Certified Paralegal (CP) Certified Information Privacy Professional / United States (CIPP/US) Certified Information Privacy Manager (CIPM - IAPP) Certified Information Privacy Technologist (CIPT) SHRM Certified Professional (SHRM-CP) SHRM Senior Certified Professional (SHRM-SCP) Professional in Human Resources (PHR) Senior Professional in Human Resources (SPHR) Certified Compensation Professional (CCP) Other Professional Licenses & Certifications Relevant Skills * Select the skills you can currently demonstrate. You can also add relevant skills that are not listed. Financial Planning Client Relationship Management Business Development Retirement Planning Tax Planning Estate Planning Coordination Investment Policy Statements Presentation Skills Other Relevant Skills Skill selections are an organizational aid only. They do not automatically determine whether an applicant advances in the recruiting process. Other Information How did you learn about this opportunity? * Select Global Advisers Website LinkedIn Employee or Professional Referral Professional Network Search Engine Other Why are you interested in this role? * I understand that employment may be conditioned on verification of information provided and any background, licensing, registration, or other review applicable to the role. * ← Back Next → Page 3 of 4 Language Skills & E-Signature Add your language skills and provide your electronic signature. Language Skills Add each language you speak. You can add as many languages as apply. + Add Language Please add at least one language. E-Signature Please click “Show More” to view the complete consent before continuing to review. Show More In submitting my application, I declare that the information provided is complete and true to the best of my knowledge and belief. I consent to Global Advisers processing and storing the personal information submitted through this application for recruiting, employment consideration, compliance, recordkeeping, and related purposes, and to the use of appropriate service providers involved in those functions. I understand that inaccurate information or material omissions may affect an offer of employment or, if discovered after employment begins, may result in appropriate employment action. I acknowledge that information I provide may be independently verified as part of the recruiting process, subject to applicable law. Full Name * I have reviewed the application consent above and electronically sign this application to Global Advisers. * ← Back Review Application → Page 4 of 4 Review Your Application Review the information below carefully. Use Back to make any changes before submitting. This page is for your review before submission. Voluntary self-identification responses are shown here only so you can verify what you entered. They are not included in the recruiting-review email, are not sent in a separate email, and are not used in skill matching or employment decisions. Role Financial Advisor Role ID GA-000097 ← Back Submit Application