Wealth Planning & Client-Services Associate

Global Advisers, LLC; Conshohocken (Montgomery County); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Global Advisers, LLC in Conshohocken, PA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, and portfolio support, with a focus on accuracy and professional conduct.

You will prepare portfolio reviews, assist with retirement and estate planning matters, coordinate account openings and transfers, monitor portfolios, and help with prospect development, while

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management, financial planning, investment, banking, brokerage, or client-service experience preferred.
• Series 65 required at hire or within a reasonable period after joining the firm, subject to applicable law and role responsibilities.

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

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Education

Bachelor's degree or equivalent professional experience

Tools

Financial-planning software

CRM systems

Custodial platforms

Portfolio-reporting technology

Job description

Global Advisers, LLC in Conshohocken, PA is seeking a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, and portfolio support, with a focus on accuracy and professional conduct.

You will prepare portfolio reviews, assist with retirement and estate planning matters, coordinate account openings and transfers, monitor portfolios, and help with prospect development, while