About The Division of Investment Management

Investment Management includes Asset Management, Wealth Management, and Private Wealth Management. The division strives to develop innovative portfolio management strategies for clients that help them achieve specific goals.

We look for people from all academic backgrounds with the integrity, drive, and people skills to build strong, long-term relationships with our clients, which includes individuals, families, businesses, and endowments.

Working in this division requires impeccable client management and relationship building skills, professional securities licensing, and a keen attention to detail.

About the Program

As you know, career change doesn’t just happen. It requires planning, training, and education. The 2-year GA Transitionship Program helps professionals working in other industries make the change from their current occupation or industry to investment and wealth management. We provide an unparalleled opportunity for hard-working professionals who have always wanted to work in the investment management industry, but were either unsure how to begin, or missed the opportunity earlier in their careers.

The program helps professionals working in non-financial industries make the change from their current occupation or industry to investment management. The program prepares candidates for a career change from their current industry to investment and wealth management. It is ideal for professionals with at least five-years of business experience with a minimum four-year degree in any field from an accredited college or university.

The Program is rigorous yet flexible, allowing participants to make the transition slowly without affecting their current income or job status. Applicants that are accepted into the program begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive unusually extensive training to help them meet our clients’ high expectations.

For which roles does it prepare you? Relationship Management, Investment Management, Wealth Management, Private Wealth Management.
What do I achieve? During your 2-year training, you will study for and earn the following securities licenses: series 65, CFA Level I, or CFP.
How long is the program? 24 months
What is required to enter the program? You must have one of the following:

  1. Bachelor’s (or equivalent) degree.
  2. Be in the final year of a bachelor’s degree program.
  3. At least 3 years of professional experience in a field outside the financial or investment management industries.
  4. Background check required
What is required to complete the program?
  1. Successfully complete all training provided by Global Advisers.
  2. Pass all examinations for your securities licences.
  3. Demonstrate your knowledge of the investment management industry and of our products and services.
Do I need to quit my job while I am in the program? No. In the same fashion that part-time MBA programs are offered, the Transitionship program is flexible, allowing you to continue to earn your current income level while you complete your training and licensing.
How much does the program cost? There is no cost or fee associated with the program.*
Do I need a degree in economics, finance, or business administration? No. While we do require that all candidates have completed a 4-year degree from an accredited college or university, we accept any concentration. In fact, our experience tells us that a diverse educational background is often beneficial when dealing with complex issues involving investment management.

*We provide all training materials needed to complete your program. We do not provide any books, study materials, or software that fall outside the scope of the program that you may need to complete the program. We do not provide candidates with computers needed to access online training courses.

Global Advisers is equal opportunity employer that does not discriminate in employment on any basis that is prohibited by federal, state, or local laws.

Disability Accommodation   Equal Employment Opportunity