Wealth Management Associate

Global Advisers, LLC; Westport (CT); Hybride; USD 65 000 - 100 000; Plein temps

Résumé du poste

Global Advisers, LLC in Westport, CT is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist with portfolio reviews, financial analyses, and coordination of planning activities.

This role requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 eligibility.

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.

Responsabilités

• 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.

Connaissances

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

Retirement Planning

Tax-Aware Investing

Estate Planning Coordination

Client Onboarding

Formation

Bachelor's degree or equivalent professional experience

Outils

CRM systems

Custodial platforms

Portfolio-reporting technology

Description du poste

# Wealth Management AssociateWestport, CT## About the RoleGlobal Advisers is seeking a Wealth Management Associate in Westport, CT 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 escalate 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.## Preferred Qualifications* CFP, CFA, CPA, MBA, or progress toward a relevant professional designation.* Experience with financial-planning software, CRM systems, custodial platforms, and portfolio-reporting technology.## Skills for This RoleWealth Management, Financial Planning, Client Relationship Management, Portfolio Management, Retirement Planning, Tax-Aware Investing, Estate Planning Coordination, Client Onboarding## How We Evaluate CandidatesGlobal Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.## Employment Notices### Equal Employment OpportunityGlobal Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.### Reasonable AccommodationGlobal Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact [e-mail]. Requests for accommodation are considered in accordance with applicable law.### Employment InformationRole requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.### Opportunity OverviewLocation**Westport, CT**Experience Level**Associate**Job Function**Wealth Management**Division**Investment Management**Position**Full-time · Hybrid**Compensation**Commission/Revenue/Fee-Based**Role ID**GA-000268**Apply Now →