Wealth Advisory Associate – Client & Portfolio Support

Global Advisers, LLC; Jenkintown (PA); On-site; USD 60,000 - 85,000; Full time

Job summary

Global Advisers, LLC seeks a Wealth Management Associate in Jenkintown, PA 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 to maintain high standards of accuracy and service.

Responsibilities include preparing portfolio reviews, financial-planning analyses, and meeting materials; coordinating retirement, tax-aware, estate,

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 within a reasonable period after joining the firm.

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 upscale promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC seeks a Wealth Management Associate in Jenkintown, PA 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 to maintain high standards of accuracy and service.

Responsibilities include preparing portfolio reviews, financial-planning analyses, and meeting materials; coordinating retirement, tax-aware, estate,