Hybrid Wealth Management Associate | Portfolio & Planning

Global Advisers, LLC; Pennsylvania; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Career development support

Job summary

Global Advisers, LLC seeks a Wealth Management Associate in Chadds Ford, PA 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.

The position requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 at hire or after joining.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of relevant 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 after joining the firm.

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 professional experience

Series 65

Tools

CRM systems

Portfolio-reporting technology

Financial-planning software

Job description

Global Advisers, LLC seeks a Wealth Management Associate in Chadds Ford, PA 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.

The position requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 at hire or after joining.