Wealth Management Associate: Client Planning & Portfolio Support

Global Advisers, LLC; Los Angeles (CA); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Global Advisers, LLC in Los Angeles, CA seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytic work, client service, portfolio support, and planning coordination to uphold high standards of accuracy and professional conduct.

Responsibilities include preparing portfolio reviews, planning analyses, meeting materials, and coordinating account openings and transfers, with emphasis on timely

Qualificações

• Bachelor's degree or equivalent professional experience.
• 2+ years in wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or ability to obtain within a reasonable period after joining the firm.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

Responsabilidades

• Support advisors in day-to-day management of client relationships and service priorities.
• Prepare portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up.
• Coordinate account openings, asset transfers, custodian requests, documentation, and client action items.

Conhecimentos

Wealth management

Client service

Portfolio support

Financial planning

Communication

Formação académica

Bachelor's degree

Two+ years experience

Descrição da oferta de emprego

Global Advisers, LLC in Los Angeles, CA seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytic work, client service, portfolio support, and planning coordination to uphold high standards of accuracy and professional conduct.

Responsibilities include preparing portfolio reviews, planning analyses, meeting materials, and coordinating account openings and transfers, with emphasis on timely