Wealth Management Associate - Client Planning & Portfolio Support

Global Advisers, LLC; Berwyn (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

Global Advisers, LLC seeks a Wealth Management Associate in Berwyn, PA 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.

The ideal candidate has a bachelor's degree (or equivalent) with 2+ years in wealth management or related client-service, and is prepared to obtain the Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management or related client-service experience.
• Series 65 required at hire or able to obtain within a reasonable period.
• Strong analytical, organizational, and communication skills.
• Ability to manage confidential information and multiple priorities with sound judgment.

Responsibilities

• Support advisors in day-to-day client relationship management.
• Prepare portfolio reviews and financial-planning analyses.
• Assist with retirement, tax-aware, estate, and liquidity planning.
• Coordinate account opening, transfers, and custodian requests.
• Monitor portfolios and escalate issues as needed.
• Contribute to prospect preparation and process improvement of client-service workflows.

Skills

Analytical skills

Organizational skills

Written communication

Verbal communication

Attention to detail

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC seeks a Wealth Management Associate in Berwyn, PA 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.

The ideal candidate has a bachelor's degree (or equivalent) with 2+ years in wealth management or related client-service, and is prepared to obtain the Series 65.