Hybrid Financial Planning Associate | Growth in Wealth Management

Global Advisers, LLC

Pennsylvania

Hybrid

USD 55,000 - 70,000

Full time

14 days+

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Job summary

Global Advisers, LLC in Berwyn, PA is seeking a Financial Planning Associate to prepare and maintain comprehensive financial plans for individuals and families, working closely with advisors to turn client information into clear recommendations and implementation priorities. The role requires sound judgment, collaboration, and a commitment to accuracy, client service, and professional conduct.

A bachelor's degree in a related field and 1+ years in financial planning or wealth management are

Qualifications

Bachelor's degree in financial planning, finance, accounting, economics, or related field.
1+ years in financial planning, wealth management, tax, accounting, or related experience preferred.
Strong analytical and Excel skills; ability to explain financial concepts clearly.

Responsibilities

Build and update financial plans covering cash flow, retirement, taxes, insurance, estate considerations, education, and major financial decisions.
Analyze planning assumptions and identify gaps, tradeoffs, and implementation priorities.
Prepare client-ready planning summaries and supporting schedules.
Coordinate data gathering and follow-up with clients and advisor teams.
Maintain accurate planning records and document assumptions and recommendations.
Support ongoing plan monitoring as client circumstances and markets change.