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Professional Services

Financial Planning Associate

Berwyn, PA

About the Role

Global Advisers is seeking a Financial Planning Associate in Berwyn, PA to prepare and maintain comprehensive financial plans and planning analyses for individuals and families, working closely with advisors to turn client information into clear recommendations and implementation priorities. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Build and update financial plans covering cash flow, retirement, taxes, insurance, estate considerations, education, and major financial decisions.
  • Analyze planning assumptions and identify gaps, tradeoffs, and implementation priorities.
  • Prepare client-ready planning summaries and supporting schedules.
  • Coordinate data gathering and follow-up with clients and advisor teams.
  • Maintain accurate planning records and document assumptions and recommendations.
  • Support ongoing plan monitoring as client circumstances and markets change.

Qualifications

  • Bachelor's degree in financial planning, finance, accounting, economics, or a related field.
  • One or more years of financial planning, wealth management, tax, accounting, or related experience preferred.
  • Strong analytical and Excel skills.
  • Ability to communicate financial concepts clearly and handle sensitive client information.
  • Interest in a long-term career in financial planning or wealth management.

Preferred Qualifications

  • CFP® coursework, CFP® certification, or progress toward the designation.
  • Experience with financial-planning software and CRM systems.

Skills for This Role

Financial Planning, Retirement Planning, Cash Flow Planning, Tax Planning, Education Planning, Insurance Planning, Goals-Based Planning, Excel

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.