Wealth Management Associate

Global Advisers, LLC; Providence (RI); Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

Global Advisers, LLC in Providence, RI 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, and planning coordination with a focus on accuracy and professional conduct.

The ideal candidate holds a bachelor’s degree (or equivalent) with at least two years in wealth management or related fields and must obtain Series 65, or already possess it, within

Qualificações

• Bachelor’s degree or equivalent professional experience required.
• Two+ years of wealth management or related experience preferred.
• Series 65 required at hire or within a reasonable period after joining.

Responsabilidades

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

Conhecimentos

Analytical skills

Organizational skills

Written communication

Verbal communication

Formação académica

Bachelor's degree or equivalent professional experience

Descrição da oferta de emprego

Global Advisers is seeking a Wealth Management Associate in Providence, RI 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 escape 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.