Wealth Management Associate - Client Planning

Global Advisers, LLC; New York (NY); On-site; USD 80,000 - 105,000; Full time

Job summary

Global Advisers, LLC seeks a Wealth Management Associate in New York City, NY (Wall Street) to support client relationships across investment management and comprehensive financial planning. You will collaborate with advisors to prepare portfolio reviews, financial analyses, and meeting materials while coordinating client action items and implementation follow-up.

The role emphasizes sound judgment, accuracy, and superior client service.

Qualifications

• Two or more years of wealth management, financial planning, investment, banking, brokerage, or client-service experience.
• Series 65 required at hire or must be obtainable within a reasonable period.
• Bachelor's degree or equivalent professional experience.
• 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 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.

Skills

Analytical skills

Organizational skills

Written communication

Verbal communication

Judgment and discretion

Attention to detail

Education

Bachelor's degree or equivalent experience

Job description

Global Advisers, LLC seeks a Wealth Management Associate in New York City, NY (Wall Street) to support client relationships across investment management and comprehensive financial planning. You will collaborate with advisors to prepare portfolio reviews, financial analyses, and meeting materials while coordinating client action items and implementation follow-up.

The role emphasizes sound judgment, accuracy, and superior client service.