Wealth Management Associate
Skills for This Role
Portfolio Management
Additional Information
About the Role
Global Advisers is seeking a Wealth Management Associate to support client relationships across investment management and financial planning.
The Wealth Management Associate will work directly with advisors and clients, helping coordinate investment, retirement, tax planning, estate planning, insurance, and other financial matters. The role combines client service, financial analysis, planning support, investment-related responsibilities, and participation in business development.
Global Advisers operates as a meritocracy. Greater responsibility and advancement are earned through performance, judgment, initiative, and results.
Primary Responsibilities
- Support the management of client relationships and day-to-day service needs.
- Assist in developing financial planning and wealth management strategies based on client objectives, financial circumstances, risk tolerance, and investment needs.
- Understand and communicate Global Advisers’ investment philosophy, portfolio strategies, and investment management capabilities.
- Prepare for and participate in client review meetings and financial planning discussions.
- Assist with financial planning analysis across retirement, tax, estate, insurance, cash management, and other planning areas.
- Monitor client accounts, financial plans, and outstanding service items.
- Coordinate with clients’ attorneys, accountants, insurance professionals, and other outside advisers when appropriate.
- Assist with new client onboarding, account opening, asset transfers, financial planning intake, and implementation.
- Prepare client reports, presentations, financial analyses, and meeting materials.
- Assist with portfolio reviews, investment research, and investment-related projects.
- Process and follow through on client requests and account-related transactions.
- Maintain accurate and timely client records and documentation.
- Identify additional client needs and opportunities for the firm to provide relevant services.
- Participate in prospect meetings and business development activities.
- Develop professional relationships and referral opportunities that contribute to firm growth.
- Contribute ideas that improve the firm’s investment, planning, client-service, and operating processes.
- Maintain high professional and regulatory standards in all client interactions.
Required Qualifications
- Bachelor’s degree.
- Series 65, or ability to obtain the Series 65 within a reasonable period after joining the firm.
- Relevant experience in wealth management, investment management, financial planning, banking, brokerage, or financial services preferred.
- Strong interest in investment management and comprehensive financial planning.
- CFP®, CFA®, CPA, MBA, or progress toward a relevant professional designation is a plus.
- Authorization to work in the United States.
Skills and Competencies
- Strong analytical and problem-solving ability.
- Understanding of investments and financial planning concepts.
- Strong written and verbal communication skills.
- Ability to communicate financial concepts clearly and professionally.
- Strong interpersonal and client-service skills.
- Close attention to detail and personal accountability.
- Strong organizational skills and ability to manage multiple priorities.
- Ability to work independently while collaborating effectively with advisors and other professionals.
- Initiative and willingness to take on greater responsibility as capabilities develop.
- Proficiency with Microsoft Excel, Word, PowerPoint, Outlook, CRM systems, financial planning software, and investment technology.
- Commitment to strong client outcomes and high professional standards.
Compensation
$120,000–$150,000
Compensation will reflect experience, qualifications, responsibilities, and contribution to the firm.
Why Global Advisers
Global Advisers is a financial advisory and investment management firm serving individuals, families, executives, and businesses.
We believe strong professionals should have the opportunity to contribute beyond a narrowly defined job description. Team members are expected to think, exercise judgment, contribute ideas, develop relationships, and take responsibility for results.
We operate as a meritocracy. People who demonstrate ability, initiative, sound judgment, and measurable results earn greater responsibility and opportunity within the firm.
How We Evaluate Candidates
Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.
Employment Notices
Equal Employment Opportunity
Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.
Reasonable Accommodation
Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.
Employment Information
Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.
