Associate Advisor - Wealth Management & Planning

Work180; San Rafael (CA); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

Competitive salary

Equal Employment Opportunity employer

Job summary

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

The ideal candidate has 1–4 years of experience, pursuing CFP®, CFA, or JD, and a bachelor's degree in a relevant field.

Qualifications

• 1–4 years of relevant experience.
• Pursuing CFP®, CFA or equivalent, or JD.
• Bachelor’s degree or higher in a related field.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Field client calls on strategy ideas, account questions, and portfolio inquiries.
• Build proposals for prospective clients and update financial plans.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend meetings and manage follow-up activities; liaise with attorneys and accountants.
• Monitor portfolios and rebalance as needed; assist with data consolidation.

Skills

Experience 1-4 years

Written communication

Verbal communication

Self-starter

Organizational skills

Education

CFP or CFA or JD

Bachelor's degree

Job description

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

The ideal candidate has 1–4 years of experience, pursuing CFP®, CFA, or JD, and a bachelor's degree in a relevant field.