Wealth Management Associate: Client Strategy & Planning

Global Advisers, LLC; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Job summary

Global Advisers, LLC is seeking a Wealth Management Associate in Washington, DC 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 brings a Bachelor's degree (or equivalent) and 2+ years in wealth management or related fields, with Series 65 at hire or soon after.

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 within a reasonable period after joining
• 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 elevate promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Excellent communication

Detail-oriented

Education

Bachelor's degree

Series 65

Job description

Global Advisers, LLC is seeking a Wealth Management Associate in Washington, DC 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 brings a Bachelor's degree (or equivalent) and 2+ years in wealth management or related fields, with Series 65 at hire or soon after.