Hybrid Wealth Management Associate — Client Planning

Global Advisers, LLC; Center Square (PA); Hybrid; USD 85,000 - 130,000; Full time

Job summary

Global Advisers, LLC in Blue Bell, PA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

Ideal candidates have 2+ years in wealth management or related fields, with a Series 65 either at hire or obtainable shortly after joining. The position offers a hybrid work arrangement.

Qualifications

• Bachelor's degree or equivalent professional experience is required.
• 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.

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 requiring advisor attention and escalate when needed.
• Contribute to prospect preparation, relationship development, and process improvements.

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 professional experience

Series 65 required at hire or ability to obtain it

Job description

Global Advisers, LLC in Blue Bell, PA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

Ideal candidates have 2+ years in wealth management or related fields, with a Series 65 either at hire or obtainable shortly after joining. The position offers a hybrid work arrangement.