Wealth Planning & Client Advisory Associate

Global Advisers, LLC; Radnor (Delaware County); On-site; USD 70,000 - 100,000; Full time

Job summary

Global Advisers is seeking a Wealth Management Associate in Radnor, PA to support client relationships across investment management and comprehensive financial planning. The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

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.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years of 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.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

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

Skills

Analytical skills

Client service

Communication skills

Attention to detail

Education

Bachelor's degree or equivalent experience

Series 65

Job description

Global Advisers is seeking a Wealth Management Associate in Radnor, PA to support client relationships across investment management and comprehensive financial planning. The role combines analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

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.