Wealth Management Associate — Hybrid DC, Client-Focused

Global Advisers, LLC

Washington (District of Columbia)

Hybrid

USD 70,000 - 100,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Global Advisers, LLC in Washington, DC is seeking a Wealth Management Associate to support client relationships and provide portfolio and planning assistance. You will help with portfolio reviews, financial-planning analyses, and meeting materials, while coordinating account openings and custodian requests.

The role involves retirement and estate planning, tax-aware strategies, and collaboration with senior advisors to deliver excellent client service.

Qualifications

Bachelor's degree or equivalent professional experience.
Two or more years of 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.

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.