Wealth Management Associate - Hybrid, West Palm Beach

Global Advisers, LLC; West Palm Beach (FL); Hybrid; USD 60.000 - 95.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in West Palm Beach, FL is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, and planning coordination in a collaborative, high-standards environment.

The ideal candidate has a Bachelor's degree with 2+ years in wealth management or related fields, and Series 65. CFP/CFA/CPA or MBA are a plus.

Qualifikationen

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or obtainable within a reasonable period.

Aufgaben

• 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.

Kenntnisse

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

Retirement Planning

Tax-Aware Investing

Estate Planning Coordination

Client Onboarding

Ausbildung

Bachelor's degree or equivalent experience

Tools

CRM systems

Financial-planning software

Custodial platforms

Portfolio-reporting tech

Jobbeschreibung

Global Advisers, LLC in West Palm Beach, FL is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, and planning coordination in a collaborative, high-standards environment.

The ideal candidate has a Bachelor's degree with 2+ years in wealth management or related fields, and Series 65. CFP/CFA/CPA or MBA are a plus.