Hybrid Wealth Strategy & Client Services Associate

Global Advisers, LLC; Exton (PA); Hybride; USD 60 000 - 90 000; Plein temps

Résumé du poste

Global Advisers, LLC in Exton, PA, is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist with portfolio reviews, planning analyses, and meeting materials while coordinating account openings and transfers in a hybrid, full-time role.

Candidates should have a bachelor’s degree or equivalent experience, 2+ years in wealth/financial services, and a Series 65 either on hire or within a reasonable

Qualifications

• Bachelor's degree or equivalent professional experience.
• 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 after joining.

Responsabilités

• 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.

Formation

Bachelor's degree or equivalent professional experience

Series 65 (required at hire or within reasonable period)

Outils

Financial-planning software

CRM systems

Custodial platforms

Portfolio-reporting technology

Description du poste

Global Advisers, LLC in Exton, PA, is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist with portfolio reviews, planning analyses, and meeting materials while coordinating account openings and transfers in a hybrid, full-time role.

Candidates should have a bachelor’s degree or equivalent experience, 2+ years in wealth/financial services, and a Series 65 either on hire or within a reasonable