Hybrid Wealth Planning & Client-Relations Associate

Global Advisers, LLC; Los Angeles (CA); Hybrid; USD 80.000 - 120.000; Vollzeit

Zusammenfassung

Global Advisers, LLC is seeking a Wealth Management Associate in Los Angeles, CA to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, and planning coordination with a focus on accuracy and professional conduct.

You will assist advisors with portfolio reviews, financial-planning analyses, and meeting materials, while coordinating account openings, transfers, and documentation.

Qualifikationen

• 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 within a reasonable period after joining the firm.

Aufgaben

• Support advisors in day-to-day client relationship management 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.

Kenntnisse

Wealth Management

Financial Planning

Client Relationship

Portfolio Management

Ausbildung

Bachelor's degree or equivalent

Series 65 licensing

Jobbeschreibung

Global Advisers, LLC is seeking a Wealth Management Associate in Los Angeles, CA to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, and planning coordination with a focus on accuracy and professional conduct.

You will assist advisors with portfolio reviews, financial-planning analyses, and meeting materials, while coordinating account openings, transfers, and documentation.