Wealth Planning & Client Services Associate

Global Advisers, LLC; Richmond (VA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Global Advisers, LLC in Richmond, VA invites a Wealth Management Associate to support client relationships across investment management and financial planning. You will analyze data, prepare materials, and coordinate planning and implementation with advisors and clients.

The role emphasizes accuracy, client service, and professional conduct, with opportunities to grow through planning coordination and relationship development.

Formación

• Two or more 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.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage confidential information, competing priorities, and detail-sensitive work with sound judgment.

Responsabilidades

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

Conocimientos

Analytical thinking

Client service

Portfolio monitoring

Financial planning

Team collaboration

Educación

Bachelor's degree or equivalent

Descripción del empleo

Global Advisers, LLC in Richmond, VA invites a Wealth Management Associate to support client relationships across investment management and financial planning. You will analyze data, prepare materials, and coordinate planning and implementation with advisors and clients.

The role emphasizes accuracy, client service, and professional conduct, with opportunities to grow through planning coordination and relationship development.