Wealth Planning & Client Services Associate

Global Advisers, LLC; Cherry Hill Township (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

Global Advisers is seeking a Wealth Management Associate in Cherry Hill, NJ to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, and planning coordination to maintain high standards of accuracy and professional conduct.

The position requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 at hire or within a reasonable

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years in wealth management, financial planning, investment, banking, brokerage, or client-service preferred.
• Strong analytical, organizational, written, and verbal communication skills.

Responsibilities

• Support advisors in day-to-day client relationship management 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 escalation.
• Contribute to prospect preparation, relationship development, and continuous improvement of client-service processes.

Skills

Analytical skills

Organizational skills

Written and verbal communication

Client service

Education

Bachelor's degree or equivalent experience

Job description

Global Advisers is seeking a Wealth Management Associate in Cherry Hill, NJ to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service, portfolio support, and planning coordination to maintain high standards of accuracy and professional conduct.

The position requires a Bachelor's degree or equivalent experience, 2+ years in wealth management or related fields, and Series 65 at hire or within a reasonable