Associate, Advisor

Wealthspire; San Rafael (CA); On-site; USD 54,000 - 86,000; Full time

Job summary

Wealthspire Advisors is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. The role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities.

This position serves as a key client liaison, addressing account and portfolio inquiries while ensuring a superior client experience.

Qualifications

• 1–4 years of relevant experience.
• CFP®, CFA or JD equivalence or pursuing credential.
• Bachelor's degree or higher from an accredited university; finance/business-oriented major preferred.
• Demonstrates integrity and professional initiative.
• Reliable, organized, and able to prioritize tasks.
• Strong written and verbal communication skills.
• Willingness to obtain Series 65 within 90 days of employment.

Responsibilities

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

Skills

Strong communication

Organized and diligent

Client service mindset

Self-starter

Education

Bachelor's degree or higher

CFP/CFA/JD preferred or pursuing

Series 65 within 90 days

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.

Posting Description

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

The Associate Advisor supports Advisors in delivering detailed financial planning and wealth management services to clients. This role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities. The Associate Advisor functions as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience. This position provides a chance to enhance advisory expertise, strengthen client connections, and contribute to a collaborative, client-focused environment.

Key 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.).
• Build proposals for prospective clients.
• Build and/or update financial plans for clients.
• Prepare materials for client meetings; collaborate with other internal teams to ensure client gatherings are prepared thoroughly and accurately.
• Attend client meetings and manage/complete all meeting follow-up activities.
• Liaise with clients' 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

• One to four years of relevant experience.
• Completed or pursuing CFP®, CFA or equivalent experience, or JD.
• Bachelor's degree or higher from an accredited university, or equivalent experience; 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, diligent, and able to manage and prioritize tasks.
• Demonstrates a dedication to accuracy by delivering high-quality work.
• Excellent written and verbal communication.
• Cooperative and capable of working well alongside others.
• Series 65 – or able to successfully complete within 90 days of employment.

What We Offer

Wealthspire Advisors provides a competitive salary, paid time off, paid holidays, a 401(k) with matching contributions, and additional benefits. The salary range for this role is $53,500 to $85,600. The final base salary depends on several factors such as experience, credentials, education, certifications, required skills, role scope, and location. Each salary is decided individually. Besides the base pay, this position may qualify for incentives based on performance.

Wealthspire is an inclusive Equal Employment Opportunity employer.