Associate, Advisor

Aon; Melville (NY); On-site; USD 53,500 - 85,600; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to support financial planning and client service for Advisors across the Wealthspire platform. You will assist with data gathering, scenario modeling, plan development, and portfolio implementation, while coordinating with internal teams.

You will engage with clients and their attorneys or accountants as needed, help prepare meetings, and contribute to ongoing financial planning projects.

Qualifications

• 0-4 years of relevant experience.
• Completed or pursuing CFP, CFA or JD.
• Bachelor's degree or higher; major in finance, economics, or law preferred.
• Series 65 - or able to complete within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas, account questions, and portfolio inquiries.
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings; coordinate with internal teams.
• Attend client meetings and complete all meeting follow-up activities.
• Liaise with clients’ attorneys and accountants as needed.
• Monitor portfolios and rebalance as needed.
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.

Skills

Attention to detail

Communication skills

Team collaboration

Self-starter

Education

Bachelor's degree in finance

CFP/CFA/JD (in progress)

Job description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Responsibilities:

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
• Attend client meetings and manage/complete all meeting follow-up activities.
• Liaise with client's attorneys and accountants as needed.
• Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed.
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.

Qualifications:

• 0-4 years of relevant experience.
• Completed or pursuing CFP, CFA or JD.
• Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter when it comes to new challenges.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Series 65 - or able to successfully complete within 90 days of employment.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $53,500 - $85,600. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.