Wealth Management Associate: Portfolio & Planning Specialist

Global Advisers, LLC; Cambridge (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Global Advisers, LLC invites applications for a Wealth Management Associate in Cambridge, MA, to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, planning coordination, and disciplined follow-through.

Ideal candidates will have a Bachelor’s degree (or equivalent) and 2+ years in wealth management or related fields; Series 65 is required at hire or soon after joining.

Qualifications

• 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 within a reasonable period after joining the firm, subject to applicable law and role responsibilities.
• Strong analytical, organizational, written, and verbal communication skills.

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 elevate promptly.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Client service

Portfolio support

Financial planning

Education

Bachelor's degree or equivalent

Series 65

Job description

Global Advisers, LLC invites applications for a Wealth Management Associate in Cambridge, MA, to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, planning coordination, and disciplined follow-through.

Ideal candidates will have a Bachelor’s degree (or equivalent) and 2+ years in wealth management or related fields; Series 65 is required at hire or soon after joining.