Wealth Planning & Client Service Associate

Global Advisers, LLC; King of Prussia (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

Global Advisers, LLC in King of Prussia, PA seeks a Wealth Management Associate 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.

The ideal candidate has a bachelor's degree, 2+ years in wealth management or related fields, and holds or will obtain the Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years in wealth management or related client service.
• Series 65 required at hire or within a reasonable period.
• Strong analytical, organizational and communication skills.
• Ability to handle confidential information with sound judgment.

Responsibilities

• Support advisors with day-to-day client relationships and service priorities.
• Prepare portfolio reviews, financial planning analyses, and meeting materials.
• Assist with retirement, tax-aware, estate, insurance, liquidity planning.
• Coordinate account openings, transfers, and custodian requests.
• Monitor portfolios and planning work, escalate issues promptly.
• Contribute to prospect preparation and process improvement.

Skills

Wealth management

Client service

Analytical skills

Communication

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC in King of Prussia, PA seeks a Wealth Management Associate 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.

The ideal candidate has a bachelor's degree, 2+ years in wealth management or related fields, and holds or will obtain the Series 65.