Wealth Management Associate | Hybrid (Atlanta)

Global Advisers, LLC; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Global Advisers, LLC in Atlanta, GA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. This role blends analytical work with proactive client service, portfolio support, and planning coordination.

The ideal candidate has a Bachelor’s degree or equivalent experience, 2+ years in wealth management or financial planning, and a Series 65 or plan to obtain it.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management or financial planning 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.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

Retirement Planning

Tax-Aware Investing

Estate Planning Coordination

Client Onboarding

Education

Bachelor's degree or equivalent professional experience

Tools

Financial-planning software

CRM systems

Custodial platforms

Portfolio-reporting technology

Job description

Global Advisers, LLC in Atlanta, GA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. This role blends analytical work with proactive client service, portfolio support, and planning coordination.

The ideal candidate has a Bachelor’s degree or equivalent experience, 2+ years in wealth management or financial planning, and a Series 65 or plan to obtain it.