Wealth Planning & Client Services Associate

Global Advisers, LLC; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Global Advisers, LLC in Chicago, IL seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analysis, client service, portfolio support, and planning coordination to uphold high standards of accuracy and professionalism.

Responsibilities include preparing portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up; coordinating account openings and transfers;

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two+ 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.

Responsibilities

• Support advisors in 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

Organizational skills

Written communication

Verbal communication

Education

Bachelor's degree

Job description

Global Advisers, LLC in Chicago, IL seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analysis, client service, portfolio support, and planning coordination to uphold high standards of accuracy and professionalism.

Responsibilities include preparing portfolio reviews, financial-planning analyses, meeting materials, and implementation follow-up; coordinating account openings and transfers;