Wealth Planning & Client Services Associate

Global Advisers, LLC; Exton (PA); Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

Global Advisers, LLC in Exton, PA is seeking 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 (or equivalent) and 2+ years in wealth management, with Series 65 preferred or obtainable.

Qualificações

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management or related client-service experience.
• Series 65 required at hire or obtainable soon after joining.

Responsabilidades

• Support advisors in day-to-day client relationships and service priorities.
• Prepare portfolio reviews, financial planning analyses, meeting materials, and follow-up.
• Assist with retirement, tax-aware, estate, insurance, liquidity, and executive-compensation planning.
• Coordinate account openings, asset transfers, custodian requests, documentation, and client actions.
• 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.

Conhecimentos

Analytical skills

Client service

Portfolio support

Planning coordination

Attention to detail

Professional conduct

Formação académica

Bachelor's degree

Equivalent experience

Descrição da oferta de emprego

Global Advisers, LLC in Exton, PA is seeking 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 (or equivalent) and 2+ years in wealth management, with Series 65 preferred or obtainable.