Client Advisory Wealth Management Associate

Global Advisers, LLC; Greenwich (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

Global Advisers, LLC in Greenwich, CT seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service and portfolio support.

You will assist with retirement, tax-aware, estate and liquidity planning, coordinate account openings and transfers, and help prepare materials for client meetings. Strong judgment, collaboration, and attention to detail are essential.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or within a reasonable period after joining the firm, subject to applicable law and role responsibilities.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

Responsibilities

• Support advisors in day-to-day management of client relationships and service priorities.
• Prepare portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up.
• Assist with retirement, tax-aware, estate, insurance, liquidity, and executive-compensation planning matters.
• Coordinate account opening, asset transfers, custodian requests, documentation, and client action items.
• Monitor portfolios and planning work for issues requiring advisor attention and promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Client service

Communication

Detail orientation

Education

Bachelor's degree

Job description

Global Advisers, LLC in Greenwich, CT seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service and portfolio support.

You will assist with retirement, tax-aware, estate and liquidity planning, coordinate account openings and transfers, and help prepare materials for client meetings. Strong judgment, collaboration, and attention to detail are essential.