Associate Advisor – Wealth Planning & Client Services

AON PLC; Florida; On-site; USD 35,000 - 86,000; Full time

Job summary

Wealthspire Advisors LLC seeks an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management to clients across the U.S., Canada, and the U.K. The role collaborates with clients and internal teams to prepare plans, develop investment recommendations, arrange client meetings, and handle follow-up activities.

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

Qualifications

• 1-4 years of relevant experience.
• CFP®, CFA or JD or pursuing equivalent.
• Bachelor's degree or higher in a related field preferred.
• Demonstrates integrity and professional initiative.
• Organized, diligent, and able to prioritize tasks.
• Excellent written and verbal communication.
• Series 65 – or ability to complete within 90 days.

Responsibilities

• Provide support to Advisors in financial planning.
• Handle client calls on strategy, accounts, and portfolio inquiries.
• Build proposals for prospective clients.
• Create or update financial plans for clients.
• Prepare materials for client meetings with internal teams.
• Attend meetings and manage follow-up activities.
• Coordinate with clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as required.
• Assist with client data consolidation and special projects.

Skills

Experience

Communication

Organization

Reliability

Education

Bachelor's degree or higher

CFP/CFA/JD or equivalent

Tools

Series 65

Job description

Wealthspire Advisors LLC seeks an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management to clients across the U.S., Canada, and the U.K. The role collaborates with clients and internal teams to prepare plans, develop investment recommendations, arrange client meetings, and handle follow-up activities.

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