Hybrid Wealth Strategy & Planning Associate

Global Advisers, LLC; Red Bank (NJ); Hybrid; USD 65,000 - 100,000; Full time

Job summary

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

Ideal candidates will exercise sound judgment, collaborate well, and maintain high standards of accuracy and professionalism.

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, subject to applicable law and role responsibilities.

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

Tools

CRM systems

Custodial platforms

Portfolio-reporting technology

Job description

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

Ideal candidates will exercise sound judgment, collaborate well, and maintain high standards of accuracy and professionalism.