Overview

Division Overview

At Global Advisers, our Investment Management services include 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 include individuals, families, businesses, foundations, and endowments.

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

Job Description

We are seeking a quick-thinking, self-starter with a passion for the financial markets, the desire to work closely with both clients and portfolio managers, and the ability to think critically about the factors that affect the economy. Our Wealth Management Professionals support all trading aspects of our business from an operational and account management perspective. We are seeking professionals with an understanding of the financial markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing your relationship with your clients.

Our Wealth Managers proactively develop, secure, and manage relationships with new clients. They spend a considerable amount of time prospecting, networking, and socializing in order to drive new assets into the firm. They help clients build and preserve their financial wealth by creating and implementing long-term asset allocation and investment strategies in a manner consistent with each client’s particular tolerance and capacity for risk. As a multi-custodian firm, we provide our Wealth Managers with access to innovative investment ideas, products, opportunities, and technologies. Our Wealth Managers can offer clients a wide array of products, including banking, checking, savings, insurance and annuities, alternative investments, home loans and mortgages, hedge funds, and many other types of investment products not always available through other firms. Through the correct application of these products and services, they develop customized investment strategies and financial plans that serve those who exhibit a need for Wealth Management, Private Wealth Management, Family Office, Trust and Estate, Sustainable Investing, and Managed Philanthropic services. 

Job Summary and Responsibilities

As a Wealth Management Associate, we expect you to:

  • Leverage your background, network, and experience to build and contribute to a growing business
  • Identify opportunities within your network (alumni, community, social, etc.)
  • Manage cash balances and private banking services in accounts
  • Serve as a key liaison to other areas supporting the Wealth Management Business
  • Plan and manage new account processes
  • Provide reporting and web capabilities to potential new clients
  • Execute, process, and reconcile trading and other investment-related transactions
  • Conduct regular, topic-specific event seminars and workshops (both in person and virtual) to secure new business
  • Participate in recruiting and training
  • Serve as a coach and mentor for more junior teammates

Requirements and Qualifications

  • Minimum four-year college degree in any disciple from an accredited college or university
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence
  • Series 65 required (must be obtained within three months of employment)
  • Interest in obtaining CFA and/or CFP credentials is a plus
  • Interest in working in a fee-only compensation career
  • Interested in working remotely

Career Path

The Wealth Management Associate provides a career path to Sr. Wealth Manager and/or Regional Director

Overview

Division Overview

At Global Advisers, our Investment Management services include 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 include individuals, families, businesses, foundations, and endowments.

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

Description

Job Description

We are seeking a quick-thinking, self-starter with a passion for the financial markets, the desire to work closely with both clients and portfolio managers, and the ability to think critically about the factors that affect the economy. Our Wealth Management Professionals support all trading aspects of our business from an operational and account management perspective. We are seeking professionals with an understanding of the financial markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing your relationship with your clients.

Our Wealth Managers proactively develop, secure, and manage relationships with new clients. They spend a considerable amount of time prospecting, networking, and socializing in order to drive new assets into the firm. They help clients build and preserve their financial wealth by creating and implementing long-term asset allocation and investment strategies in a manner consistent with each client’s particular tolerance and capacity for risk. As a multi-custodian firm, we provide our Wealth Managers with access to innovative investment ideas, products, opportunities, and technologies. Our Wealth Managers can offer clients a wide array of products, including banking, checking, savings, insurance and annuities, alternative investments, home loans and mortgages, hedge funds, and many other types of investment products not always available through other firms. Through the correct application of these products and services, they develop customized investment strategies and financial plans that serve those who exhibit a need for Wealth Management, Private Wealth Management, Family Office, Trust and Estate, Sustainable Investing, and Managed Philanthropic services. 

Responsibilities

Job Summary and Responsibilities

As a Wealth Management Associate, we expect you to:

  • Leverage your background, network, and experience to build and contribute to a growing business
  • Identify opportunities within your network (alumni, community, social, etc.)
  • Manage cash balances and private banking services in accounts
  • Serve as a key liaison to other areas supporting the Wealth Management Business
  • Plan and manage new account processes
  • Provide reporting and web capabilities to potential new clients
  • Execute, process, and reconcile trading and other investment-related transactions
  • Conduct regular, topic-specific event seminars and workshops (both in person and virtual) to secure new business
  • Participate in recruiting and training
  • Serve as a coach and mentor for more junior teammates
Requirements

Requirements and Qualifications

  • Minimum four-year college degree in any disciple from an accredited college or university
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence
  • Series 65 required (must be obtained within three months of employment)
  • Interest in obtaining CFA and/or CFP credentials is a plus
  • Interest in working in a fee-only compensation career
  • Interested in working remotely
Path

Career Path

The Wealth Management Associate provides a career path to Sr. Wealth Manager and/or Regional Director