Wealth Management Associate - Client Service & Planning

Global Advisers, LLC

West Palm Beach (FL)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Global Advisers, LLC is seeking a Wealth Management Associate in West Palm Beach, FL to support client relationships across investment management and comprehensive financial planning. The role blends analytical work and client service, featuring portfolio support, planning coordination, and disciplined follow-through.

Candidates should have strong judgment, collaboration skills, and a commitment to accuracy and professionalism.

Qualifications

Bachelor's degree or equivalent professional experience.
Two or more years of wealth management, financial planning, investment, banking, brokerage, or client-service experience.
Series 65 required at hire or ability to obtain it 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.

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