Wealth Management Associate: Client Planning
Listed on 2026-11-04
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Finance & Banking
Portfolio & Asset Management, Wealth Management
Global Advisers, LLC in Westport, CT 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.
You will assist with portfolio reviews, planning analyses, meeting materials, and follow-up while handling retirement, tax-aware, estate, insurance, liquidity, and executive-compensation planning matters.
Step into the Wealth Management Associate:
Client Planning role at Global Advisers, LLC in Westport, CT, United States and grow with us.
The position is based in Westport, CT, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 65.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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