Wealth Mgmt Associate: Client Planning & Portfolio Support

Global Advisers, LLC; Atlanta (GA); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Global Advisers, LLC in Atlanta, GA, is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist advisors with portfolio reviews, planning analyses, and coordinating client actions to ensure accurate, timely service.

Candidates should have a bachelor's degree (or equivalent experience) and 2+ years in wealth management or related fields; Series 65 is required or obtainable after joining.

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.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

Responsabilités

• 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.

Connaissances

Analytical skills

Organizational skills

Written communication

Verbal communication

Attention to detail

Client service

Judgement

Formation

Bachelor's degree

Outils

Series 65

Description du poste

Global Advisers, LLC in Atlanta, GA, is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. You will assist advisors with portfolio reviews, planning analyses, and coordinating client actions to ensure accurate, timely service.

Candidates should have a bachelor's degree (or equivalent experience) and 2+ years in wealth management or related fields; Series 65 is required or obtainable after joining.