Client-Focused Wealth Management Associate

Global Advisers, LLC

Bala Cynwyd (PA)

Sur place

USD 65 000 - 90 000

Plein temps

14 jours+

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Résumé du poste

Global Advisers, LLC in Bala Cynwyd, PA is looking for 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, requiring sound judgment and accuracy.

The position emphasizes collaboration, planning coordination, and the ongoing refinement of advisory processes to enhance client outcomes.

Qualifications

Bachelor's degree or equivalent professional experience.
Two or more years of wealth management, financial planning, or client-service experience.
Series 65 required at hire or within a reasonable period.
Strong analytical, organizational, and communication skills.

Responsabilités

Support advisors in the 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 escalate promptly.
Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.