Wealth Management Associate

Global Advisers, LLC; King of Prussia (PA); Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

Global Advisers, LLC in King of Prussia, PA seeks 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, 2+ years in wealth management or related fields, and holds or will obtain the Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years in wealth management or related client service.
• Series 65 required at hire or within a reasonable period.
• Strong analytical, organizational and communication skills.
• Ability to handle confidential information with sound judgment.

Responsabilités

• Support advisors with day-to-day client relationships and service priorities.
• Prepare portfolio reviews, financial planning analyses, and meeting materials.
• Assist with retirement, tax-aware, estate, insurance, liquidity planning.
• Coordinate account openings, transfers, and custodian requests.
• Monitor portfolios and planning work, escalate issues promptly.
• Contribute to prospect preparation and process improvement.

Connaissances

Wealth management

Client service

Analytical skills

Communication

Formation

Bachelor's degree or equivalent

Description du poste

Global Advisers is seeking a Wealth Management Associate in King of Prussia, 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.