Wealth Management Associate

Global Advisers, LLC; Nashua (NH); On-site; USD 60,000 - 85,000; Full time

Job summary

Global Advisers, LLC in Nashua, NH seeks a Wealth Management Associate 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.

Responsibilities include assisting with portfolio reviews, financial‑planning analyses, and coordination of retirement, tax-aware, estate, and liquidity planning matters.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information and multiple priorities with sound judgment.

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 opening, asset transfers, and custodian documentation.
• Monitor portfolios and planning work and escalate issues as needed.
• Contribute to prospect preparation and ongoing client-service process improvements.

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Education

Bachelor's degree

Job description

Global Advisers is seeking a Wealth Management Associate in Nashua, NH 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 include:

• 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.

Qualifications include:

• 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.