Wealth Management Associate - Hybrid Role, Client Planning

Global Advisers, LLC; Westport (CT); Hybrid; USD 65,000 - 100,000; Full time

Job summary

Global Advisers, LLC in Westport, CT is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist with portfolio reviews, financial analyses, and coordination of planning activities.

This role requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 eligibility.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of relevant 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, subject to applicable law and role responsibilities.

Responsibilities

• Support advisors in the 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.

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

CRM systems

Custodial platforms

Portfolio-reporting technology

Job description

Global Advisers, LLC in Westport, CT is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist with portfolio reviews, financial analyses, and coordination of planning activities.

This role requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 eligibility.