Wealth Management Associate — Portfolio & Planning

Global Advisers, LLC; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Global Advisers in San Francisco, CA seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends portfolio support, planning coordination, and client service with high standards of accuracy and professionalism.

The ideal candidate has a BA or equivalent experience, 2+ years in wealth management or related fields, and is prepared to obtain a Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years of wealth management or related experience preferred.
• Series 65 required at hire or obtainable within a reasonable period, subject to applicable law and role responsibilities.

Responsibilities

• 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.

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 in San Francisco, CA seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends portfolio support, planning coordination, and client service with high standards of accuracy and professionalism.

The ideal candidate has a BA or equivalent experience, 2+ years in wealth management or related fields, and is prepared to obtain a Series 65.