Associate Advisor: Wealth Planning & Client Solutions

Aon; Melville (NY); On-site; USD 53,500 - 85,600; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to support financial planning and client service for Advisors across the Wealthspire platform. You will assist with data gathering, scenario modeling, plan development, and portfolio implementation, while coordinating with internal teams.

You will engage with clients and their attorneys or accountants as needed, help prepare meetings, and contribute to ongoing financial planning projects.

Qualifications

• 0-4 years of relevant experience.
• Completed or pursuing CFP, CFA or JD.
• Bachelor's degree or higher; major in finance, economics, or law preferred.
• 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, and portfolio inquiries.
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings; coordinate with internal teams.
• Attend client meetings and complete all meeting follow-up activities.
• Liaise with clients’ attorneys and accountants as needed.
• Monitor portfolios and rebalance as needed.
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.

Skills

Attention to detail

Communication skills

Team collaboration

Self-starter

Education

Bachelor's degree in finance

CFP/CFA/JD (in progress)

Job description

Wealthspire Advisors is seeking an Advisor Associate to support financial planning and client service for Advisors across the Wealthspire platform. You will assist with data gathering, scenario modeling, plan development, and portfolio implementation, while coordinating with internal teams.

You will engage with clients and their attorneys or accountants as needed, help prepare meetings, and contribute to ongoing financial planning projects.