Wealth Management Associate - Hybrid (Greenwich)

Global Advisers, LLC; Greenwich (CT); Hybrid; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Greenwich, CT is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

You will collaborate with advisors to prepare portfolio reviews and financial analyses, coordinate planning matters, and ensure accurate, timely execution of client action items.

Qualifikationen

• 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 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.

Aufgaben

• 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 escalate promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Kenntnisse

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

retirement Planning

Tax-Aware Investing

Estate Planning Coordination

Client Onboarding

Ausbildung

Bachelor's degree or equivalent professional experience

Tools

Financial-planning software

CRM systems

Custodial platforms

Portfolio-reporting technology

Jobbeschreibung

Global Advisers, LLC in Greenwich, CT is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

You will collaborate with advisors to prepare portfolio reviews and financial analyses, coordinate planning matters, and ensure accurate, timely execution of client action items.