Wealth Management Associate - Hybrid Role (Boston)

Global Advisers, LLC; Boston (MA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Global Advisers, LLC in Boston, MA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning.

The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through, with a hybrid work arrangement. Ideal candidates have a Bachelor's degree and 2+ years of wealth management or related experience, plus Series 65 or ability to obtain it.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management or related experience.
• Series 65 required at hire or within a reasonable period after joining.

Responsibilities

• Support advisors in day-to-day management of client relationships.
• Prepare portfolio reviews, financial-planning analyses, and meeting materials.
• Assist with retirement, tax-aware, estate, and liquidity planning matters.
• Coordinate account opening, asset transfers, and custodian requests.
• Monitor portfolios and planning work and escalate when needed.
• Contribute to prospect preparation and client-service process improvements.

Skills

Wealth management

Analytical skills

Organizational skills

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

Financial planning software

CRM systems

Custodial platforms

Portfolio reporting tech

Job description

Global Advisers, LLC in Boston, MA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning.

The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through, with a hybrid work arrangement. Ideal candidates have a Bachelor's degree and 2+ years of wealth management or related experience, plus Series 65 or ability to obtain it.