Wealth Management Associate: Client Planning & Portfolio

Global Advisers, LLC; Bethesda (MD); On-site; USD 70,000 - 120,000; Full time

Job summary

Global Advisers in Bethesda, MD 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, planning coordination, and disciplined follow-through.

You will collaborate with advisors to prepare portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up, and assist with retirement, tax-aware, estate, insurance,

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.

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.

Skills

Analytical skills

Organizational skills

Written communication

Verbal communication

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers in Bethesda, MD 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, planning coordination, and disciplined follow-through.

You will collaborate with advisors to prepare portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up, and assist with retirement, tax-aware, estate, insurance,