Wealth Planning & Client Services Associate

Global Advisers, LLC; Nashua (NH); On-site; USD 60,000 - 85,000; Full time

Job summary

Global Advisers, LLC in Nashua, NH seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

Responsibilities include assisting with portfolio reviews, financial‑planning analyses, and coordination of retirement, tax-aware, estate, and liquidity planning matters.

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.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information and multiple priorities with sound judgment.

Responsibilities

• 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 opening, asset transfers, and custodian documentation.
• Monitor portfolios and planning work and escalate issues as needed.
• Contribute to prospect preparation and ongoing client-service process improvements.

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Education

Bachelor's degree

Job description

Global Advisers, LLC in Nashua, NH seeks a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work, client service, portfolio support, planning coordination, and disciplined follow-through.

Responsibilities include assisting with portfolio reviews, financial‑planning analyses, and coordination of retirement, tax-aware, estate, and liquidity planning matters.