Associate Advisor - Wealth Planning & Client Experience

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

Benefits offered by this job

401(k) with matching contributions

Paid time off

Paid holidays

Incentives based on performance

Job summary

Wealthspire Advisors LLC is seeking an Associate Advisor to assist in delivering detailed financial planning and wealth management services. You will collaborate with clients and internal teams to prepare plans, formulate investment recommendations, and arrange meetings, ensuring a superior client experience.

This role offers growth in advisory expertise and strong client connections within a collaborative, client-focused environment across national offices.

Qualifications

• 1-4 years of relevant experience.
• CFP®, CFA or JD or equivalent experience pursued/completed.
• Bachelor's degree or higher; preferred majors: financial planning, business, accounting, finance, economics, or law.
• Series 65 – or ability 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 and portfolio questions.
• Build proposals for prospective clients.
• Build/update financial plans for clients.
• Prepare materials for client meetings; coordinate with internal teams; ensure thorough prep.

Skills

Excellent written and verbal comms

Organized and diligent

Reliable and proactive

Team-oriented

Education

Bachelor's degree or higher

CFP/CFA/JD or equivalent

Job description

Wealthspire Advisors LLC is seeking an Associate Advisor to assist in delivering detailed financial planning and wealth management services. You will collaborate with clients and internal teams to prepare plans, formulate investment recommendations, and arrange meetings, ensuring a superior client experience.

This role offers growth in advisory expertise and strong client connections within a collaborative, client-focused environment across national offices.