Wealth Management Associate – Hybrid in Houston

Global Advisers, LLC

Houston (TX)

Hybrid

USD 60,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model

Commission-based compensation

Job summary

Global Advisers, LLC in Houston, TX 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, and planning coordination.

You will prepare portfolio reviews, assist with retirement and estate planning, coordinate account openings, and help with relationship development. The position is full-time with a hybrid work arrangement.

Qualifications

Bachelor's degree or equivalent professional experience.
Two+ years 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.
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 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.