Wealth Management Associate — Client Planning & Support

Global Advisers, LLC

King of Prussia (PA)

Hybride

USD 70 000 - 95 000

Plein temps

14 jours+

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Résumé du poste

Global Advisers, LLC in King of Prussia, PA seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

The position requires a Bachelor's degree and 2+ years in wealth management or related fields; Series 65 is required at hire or after joining.

Qualifications

Bachelor's degree or equivalent professional experience.
Two+ years of wealth management, financial planning, investment, banking, brokerage, or client-service experience.
Series 65 required at hire or 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.
Preferred: CFP, CFA, CPA, MBA or progress toward a relevant designation.
Experience with financial-planning software and CRM systems.

Responsabilités

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.
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.