Hybrid Wealth Management Associate

Global Advisers, LLC; Cherry Hill Township (NJ); Hybrid; USD 65,000 - 105,000; Full time

Job summary

Global Advisers, LLC in Cherry Hill, NJ seeks a Wealth Management Associate 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.

The position is full-time and hybrid, requiring 2+ years in wealth management and a Series 65. You will help prepare portfolio reviews and planning analyses, coordinate accounts, and assist with

Qualifications

• Bachelor's degree or equivalent professional experience required.
• Two+ years of wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or within a reasonable period after joining, per law and role responsibilities.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to handle confidential information and competing priorities 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 needing advisor attention and escalate when needed.
• Contribute to prospect preparation, relationship development, and continual improvement of client-service processes.

Skills

Wealth management

Financial planning

Client relationship mgmt

Portfolio management

Retirement planning

Tax-aware investing

Estate planning coordination

Client onboarding

Education

Bachelor's degree or equivalent

Tools

Financial-planning software

CRM systems

Custodial platforms

Portfolio-reporting tech

Job description

Global Advisers, LLC in Cherry Hill, NJ seeks a Wealth Management Associate 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.

The position is full-time and hybrid, requiring 2+ years in wealth management and a Series 65. You will help prepare portfolio reviews and planning analyses, coordinate accounts, and assist with