Wealth Management Associate: Client Service & Portfolio Support

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

Job summary

Global Advisers is seeking a Wealth Management Associate in Boston, MA 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, 2+ years in wealth management or related fields, and the ability to obtain Series 65.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Two or more years of wealth management 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 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 elevate promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Client service

Team collaboration

Communication

Education

Bachelor's degree or equivalent experience

Series 65 eligibility

Job description

Global Advisers is seeking a Wealth Management Associate in Boston, MA 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, 2+ years in wealth management or related fields, and the ability to obtain Series 65.