Wealth Management Associate

Global Advisers; Exton (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Global Advisers, LLC in Exton, PA is seeking a Wealth Management Associate 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 ideal candidate has a Bachelor's degree (or equivalent) and 2+ years in wealth management, with Series 65 preferred or obtainable.

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 obtainable soon after joining.

Responsibilities

• Support advisors in day-to-day client relationships and service priorities.
• Prepare portfolio reviews, financial planning analyses, meeting materials, and follow-up.
• Assist with retirement, tax-aware, estate, insurance, liquidity, and executive-compensation planning.
• Coordinate account openings, asset transfers, custodian requests, documentation, and client actions.
• 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

Analytical skills

Client service

Portfolio support

Planning coordination

Attention to detail

Professional conduct

Education

Bachelor's degree

Equivalent experience

Job description

Global Advisers is seeking a Wealth Management Associate in Exton, 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.

• 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.

• 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.