Wealth Management Associate: Client-Focused Planning

Global Advisers, LLC; Providence (RI); Híbrido; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Global Advisers in Providence, RI is seeking 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.

You will work with advisors on portfolio reviews, financial-planning analyses, and meeting materials while coordinating account openings and custodian requests.

Formación

• Bachelor's degree or equivalent professional experience.
• Two+ years in wealth management, financial planning, or related client-service roles.
• Series 65 required at hire or obtainable soon after joining.

Responsabilidades

• Support advisors in day-to-day 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; escalate issues requiring advisor attention.
• Contribute to prospect preparation and relationship development, and improve client-service processes.

Conocimientos

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

Retirement Planning

Tax-Aware Investing

Estate Planning Coordination

Client Onboarding

Educación

Bachelor's degree or equivalent

Herramientas

CRM systems

Custodial platforms

Portfolio-reporting tools

Financial-planning software

Descripción del empleo

Global Advisers in Providence, RI is seeking 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.

You will work with advisors on portfolio reviews, financial-planning analyses, and meeting materials while coordinating account openings and custodian requests.