Wealth Management Associate | Hybrid in Seattle

Global Advisers, LLC; Seattle (WA); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Global Advisers, LLC in Seattle, WA seeks a Wealth Management Associate to support client relationships across investment management and financial planning. The role blends analytical work, client service, portfolio support, and planning coordination with a strong emphasis on accuracy and professional conduct.

The ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years in wealth management, financial planning, investment, banking, brokerage, or client service.
• 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 planning, 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

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 Seattle, WA seeks a Wealth Management Associate to support client relationships across investment management and financial planning. The role blends analytical work, client service, portfolio support, and planning coordination with a strong emphasis on accuracy and professional conduct.

The ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65.