Wealth Planning & Client Services Associate

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

Job summary

Global Advisers, LLC in Providence, RI 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, and planning coordination with a focus on accuracy and professional conduct.

The ideal candidate holds a bachelor’s degree (or equivalent) with at least two years in wealth management or related fields and must obtain Series 65, or already possess it, within

Qualifications

• Bachelor’s degree or equivalent professional experience required.
• Two+ years of wealth management or related experience preferred.
• Series 65 required at hire or within a reasonable period after joining.

Responsibilities

• Support advisors in day-to-day client relationships and service priorities.
• Prepare portfolio reviews and financial planning analyses.
• Assist with retirement, tax-aware, estate, and liquidity planning.
• Coordinate account openings, transfers, and custodian requests.
• Monitor portfolios and planning work for issues needing advisor attention.
• Contribute to prospect preparation and client-service process improvements.

Skills

Analytical skills

Organizational skills

Written communication

Verbal communication

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers, LLC in Providence, RI 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, and planning coordination with a focus on accuracy and professional conduct.

The ideal candidate holds a bachelor’s degree (or equivalent) with at least two years in wealth management or related fields and must obtain Series 65, or already possess it, within