Wealth Planning & Portfolio Associate

Global Advisers, LLC; Chicago (IL); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Global Advisers, LLC in Chicago, IL 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, requiring a degree or equivalent experience, Series 65, and 2+ years in wealth management or related fields. The position is full-time with hybrid work arrangements and commission-based compensation.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of wealth management, financial planning, or related client-service experience preferred.
• Series 65 required at hire or within a reasonable period after joining.

Responsibilities

• Support advisors in day-to-day client relationship management 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.
• Coordinate account openings, transfers, custodian requests, documentation, and client action items.
• Monitor portfolios and planning work for issues requiring advisor attention and escalate as needed.
• Contribute to prospect preparation, relationship development, and process improvements.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Portfolio Management

Retirement Planning

Tax-Efficient Investing

Estate Planning

Client Onboarding

Education

Bachelor's degree or equivalent

Tools

CRM systems

Portfolio-reporting software

Job description

Global Advisers, LLC in Chicago, IL 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, requiring a degree or equivalent experience, Series 65, and 2+ years in wealth management or related fields. The position is full-time with hybrid work arrangements and commission-based compensation.