Hybrid Wealth Management Associate

Global Advisers, LLC; Richmond (VA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Richmond, VA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning.

You will perform portfolio reviews, financial-planning analyses, and coordination of retirement, estate, tax-aware planning, and client onboarding. This role is full-time with a hybrid work arrangement and compensation that may include commission-based components.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years wealth management, financial planning, investment, banking, brokerage, or client-service experience.
• Series 65 required at hire or within a reasonable period after joining the firm.
• 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

Tax-Aware Investing

Estate Planning Coordination

Client Onboarding

Education

Bachelor's degree or equivalent

Tools

Financial-planning software

CRM systems

Custodial platforms

Portfolio-reporting technology

Job description

Global Advisers, LLC in Richmond, VA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning.

You will perform portfolio reviews, financial-planning analyses, and coordination of retirement, estate, tax-aware planning, and client onboarding. This role is full-time with a hybrid work arrangement and compensation that may include commission-based components.