Wealth Management Associate: Client Services & Planning

Global Advisers, LLC; San Francisco (CA); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Global Advisers, LLC in San Francisco, CA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with high-quality client service, portfolio support, and planning coordination.

You will prepare reviews and analyses, assist with retirement and estate planning, coordinate account openings and transfers, and help ensure accuracy and timely follow-through.

Formación

• 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.

Responsabilidades

• 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 escalations.
• Contribute to prospect preparation, relationship development, and continuous improvement of client‑service processes.

Conocimientos

Analytical skills

Organizational skills

Written communication

Verbal communication

Client service

Educación

Bachelor's degree or equivalent

Herramientas

Series 65

Descripción del empleo

Global Advisers, LLC in San Francisco, CA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with high-quality client service, portfolio support, and planning coordination.

You will prepare reviews and analyses, assist with retirement and estate planning, coordinate account openings and transfers, and help ensure accuracy and timely follow-through.