Global Wealth Management Careers
We are always looking for hard-working, team-oriented individuals to join our team.
At Global Wealth Management, we are always looking for hard-working, team-oriented individuals who are looking to grow and succeed in the financial industry.
We are currently accepting the following positions:
Our client services associate works directly with our financial advisors to assist in case preparation. This role is primarily back support to the financial advisors to allow them to focus on working closely with clients and prospective clients. A financial planning associate role will include entering data, analyzing information and assist the adviser to prepare realistic, meaningful recommendations based on their clients' financial situations and goals. In addition, a client services associate assists with running illustrations, preparing the advisor for the meetings, making sure all requests are in good order, answering the phone and responding to emails in a timely manner, and in general working with other service team members as an integral part of the service department. He or she will participate in community or client events as requested to enhance the image of Global Wealth Management and maintains a good working relationship with all employees. A client services associate demonstrates the ability to work independently and works as a team player to contribute to the success of the department and in turn the organization. He or she will also perform additional duties as required and requested by management and team leads. Microsoft office experience, excellent written and verbal skills, detail-oriented, and dependability required. Salesforce and or financial services experience a plus, but not required.
We are currently accepting the following internship positions:
This internship will allow you to see the ins and outs of a fast-paced financial advisory firm. If you are interested in learning more, please apply below.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.