Wealth Management Associate - Hybrid in Princeton

Global Advisers, LLC; Princeton (NJ); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Global Advisers, LLC is seeking a Wealth Management Associate in Princeton, NJ to support client relationships across investment management and comprehensive financial planning. You will assist advisors with portfolio reviews, planning analyses, meeting materials, and follow-up actions in a fast-paced, client-focused environment.

The role requires 2+ years of wealth management or related experience, a Bachelor's degree, and a 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 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 client relationship management 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 openings, 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

Strong analytical

Excellent communication

Attention to detail

Confidential information handling

Education

Bachelor's degree or equivalent

Tools

CRM systems

Portfolio-reporting technology

Custodial platforms

Job description

Global Advisers, LLC is seeking a Wealth Management Associate in Princeton, NJ to support client relationships across investment management and comprehensive financial planning. You will assist advisors with portfolio reviews, planning analyses, meeting materials, and follow-up actions in a fast-paced, client-focused environment.

The role requires 2+ years of wealth management or related experience, a Bachelor's degree, and a Series 65 at hire or soon after.