Hybrid Wealth Management Associate: Client Planning

Global Advisers, LLC; Jersey City (NJ); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Jersey City, NJ seeks a Wealth Management Associate to support client relationships across investment management and financial planning. You will prepare portfolio reviews, planning analyses, meeting materials, and follow-up on implementations, working with advisors to deliver comprehensive service.

The ideal candidate has a Bachelor's degree (or equivalent) and 2+ years in wealth management or financial planning, with Series 65 required or attainable soon.

Qualifications

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

Tools

Financial planning software

CRM systems

Custodial platforms

Portfolio-reporting tools

Job description

Global Advisers, LLC in Jersey City, NJ seeks a Wealth Management Associate to support client relationships across investment management and financial planning. You will prepare portfolio reviews, planning analyses, meeting materials, and follow-up on implementations, working with advisors to deliver comprehensive service.

The ideal candidate has a Bachelor's degree (or equivalent) and 2+ years in wealth management or financial planning, with Series 65 required or attainable soon.