Associate, Advisor

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

Benefits offered by this job

Competitive salary

401(k) with matching

Paid time off

Paid holidays

Job summary

Wealthspire Advisors LLC is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. This role collaborates with clients and internal teams to prepare financial plans and formulate investment recommendations.

You will arrange client meetings, manage follow-up activities, and serve as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience in a collaborative,

Qualifications

• Excellent written and verbal communication.
• Must be organized, diligent, and able to manage and prioritize tasks.
• Demonstrates personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter.
• 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, portfolio inquiries.
• Build proposals for prospective clients.
• Build and/or update financial plans for clients.
• Prepare materials for client meetings; collaborate with internal teams.
• Attend client meetings and manage follow-up activities.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and maintain target allocations; rebalance as needed.
• Assist with client data consolidation and maintenance.
• Assist with special projects as required.

Skills

Communication skills

Organized and diligent

Self-motivated

Time management

Team collaboration

Education

Bachelor's degree

CFP/CFA/JD pursuit

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

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.