Client-Focused Wealth Planner (Hybrid)

Global Advisers, LLC; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Global Advisers, LLC seeks a Wealth Management Associate in Brooklyn, NY to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

Ideal candidates will have at least two years in wealth management or financial planning, Series 65, and strong communication.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or ability to obtain it 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 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.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

Retirement Planning

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers, LLC seeks a Wealth Management Associate in Brooklyn, NY to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

Ideal candidates will have at least two years in wealth management or financial planning, Series 65, and strong communication.