Associate Advisor: Financial Planning & Client Solutions

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

Benefits offered by this job

Paid time off

Paid holidays

401(k) with matching

Additional benefits

Job summary

Wealthspire Advisors 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, 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.

Qualifications

• Bachelor's degree or higher required; CFP, CFA or JD or equivalent experience considered an asset.
• Strong written and verbal communication skills; ability to translate financial concepts for clients.
• Ability to work collaboratively with Advisors and internal teams to deliver comprehensive plans.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas, account questions, and portfolio inquiries.
• Build proposals for prospective clients.
• Build and/or update financial plans for clients.
• Prepare materials for client meetings; coordinate with internal teams to ensure thorough preparation.
• Attend client meetings and complete all meeting 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; support special projects.

Skills

Client-focused communication

Financial analysis

Team collaboration

Time management

Education

Bachelor's degree or higher

CFP / CFA / JD or pursuing

Job description

Wealthspire Advisors 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, 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.