Wealth Management Associate

Global Advisers, LLC; Berwyn (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

Global Advisers, LLC seeks a Wealth Management Associate in Berwyn, 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.

The ideal candidate has a bachelor's degree (or equivalent) with 2+ years in wealth management or related client-service, and is prepared to obtain the Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management or related client-service experience.
• Series 65 required at hire or able to obtain within a reasonable period.
• Strong analytical, organizational, and communication skills.
• Ability to manage confidential information and multiple priorities with sound judgment.

Responsibilities

• Support advisors in day-to-day client relationship management.
• Prepare portfolio reviews and financial-planning analyses.
• Assist with retirement, tax-aware, estate, and liquidity planning.
• Coordinate account opening, transfers, and custodian requests.
• Monitor portfolios and escalate issues as needed.
• Contribute to prospect preparation and process improvement of client-service workflows.

Skills

Analytical skills

Organizational skills

Written communication

Verbal communication

Attention to detail

Education

Bachelor's degree or equivalent

Job description

Global Advisers is seeking a Wealth Management Associate in Berwyn, 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 role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities and Duties

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

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.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.