Wealth Management Associate

Global Advisers, LLC; Houston (TX); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Global Advisers, LLC in Houston, TX is seeking a Wealth Management Associate to support client relationships across investment management and financial planning.

You will handle analytical tasks, portfolio support, planning coordination, and ensure diligent follow-through, with emphasis on accuracy and service. Ideal candidates have a degree and several years in wealth management.

Formación

• Bachelor's degree or equivalent professional experience.
• 2+ years of wealth management or related client-service experience.
• Series 65 required at hire or obtainable soon after joining.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information and competing priorities with sound judgment.

Responsabilidades

• Support advisors in day-to-day client relationship management and service prioritization.
• Prepare portfolio reviews, financial planning analyses, meeting materials, and follow-up.
• Assist with retirement, estate, tax-aware, and liquidity planning matters.
• Coordinate account openings, asset transfers, and custodian requests.
• Monitor portfolios and planning work for issues needing advisor attention.
• Contribute to prospect preparation and client-service process improvements.

Conocimientos

Analytical skills

Communication skills

Attention to detail

Confidential information handling

Educación

Bachelor's degree or equivalent

Descripción del empleo

Global Advisers is seeking a Wealth Management Associate in Houston, TX 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.

Key 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 elevate 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.