Wealth Management Associate: Client Relationships & Planning

Global Advisers, LLC; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Global Advisers, LLC is seeking a Wealth Management Associate in Miami, FL 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 ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and a Series 65 either at hire or soon after joining.

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.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

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 escalated promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Organizational skills

Written and verbal communication

Client service

Sound judgment

Education

Bachelor's degree or equivalent professional experience

Series 65 certification

Tools

Series 65

Job description

Global Advisers, LLC is seeking a Wealth Management Associate in Miami, FL 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 ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and a Series 65 either at hire or soon after joining.