Wealth Management Associate

Global Advisers; Palo Alto (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Global Advisers, LLC in Palo Alto, CA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, and planning coordination.

Ideal candidates will have a Bachelor's degree with 2+ years in wealth management or related fields, and a Series 65 or ability to obtain it.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years in wealth management, financial planning, investment, banking, brokerage, or client-service experience.
• 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.

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.
• 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.

Skills

Analytical skills

Organizational skills

Written communication

Verbal communication

Discretion / confidentiality

Attention to detail

Prioritization

Team collaboration

Education

Bachelor's degree or equivalent experience

Two+ years in wealth management or client-service

Job description

Global Advisers is seeking a Wealth Management Associate in Palo Alto, CA 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

• 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.