Wealth Management Associate: Client & Portfolio Support

Global Advisers, LLC; Nashua (NH); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Global Advisers in Nashua, NH, 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 is full-time and hybrid, requiring a Bachelor’s degree (or equivalent) and 2+ years in wealth management or related fields.

Qualifications

• Bachelor's degree or equivalent professional experience.

Responsibilities

• 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 as needed.
• Contribute to prospect preparation and relationship development.

Education

Bachelor's degree or equivalent

Tools

CRM systems

Custodial platforms

Portfolio-reporting technology

Job description

Global Advisers in Nashua, NH, 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 is full-time and hybrid, requiring a Bachelor’s degree (or equivalent) and 2+ years in wealth management or related fields.