Wealth Management Associate

Global Advisers, LLC; Los Angeles (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Global Advisers, LLC in Los Angeles, CA seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytic work, client service, portfolio support, and planning coordination to uphold high standards of accuracy and professional conduct.

Responsibilities include preparing portfolio reviews, planning analyses, meeting materials, and coordinating account openings and transfers, with emphasis on timely

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years in wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or ability to obtain within a reasonable period after joining the firm.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

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.
• Coordinate account openings, asset transfers, custodian requests, documentation, and client action items.

Skills

Wealth management

Client service

Portfolio support

Financial planning

Communication

Education

Bachelor's degree

Two+ years experience

Job description

Global Advisers is seeking a Wealth Management Associate in Los Angeles, CA to support client relationships across investment management and comprehensive financial planning. The role combines analytic 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.