Associate Advisor - Wealth Planning & Client Solutions

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

Job summary

Wealthspire Advisors LLC is seeking an Associate Advisor to support financial planning and wealth management for clients across the U.S. and beyond.

The role collaborates with clients and internal teams to prepare plans, formulate investment recommendations, and coordinate client meetings, delivering a superior client experience. This position offers growth in advisory expertise within a collaborative environment.

Qualifications

• 1–4 years of relevant experience.
• CFP®, CFA or JD or pursuing.
• Bachelor's degree or higher from an accredited university; financial planning, business, accounting, finance, economics, or law preferred.
• Series 65 – or able to complete within 90 days of employment.
• Demonstrates integrity, initiative, organization, and attention to detail.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas and portfolio inquiries.
• Build proposals for prospective clients and update financial plans.
• Prepare materials for client meetings and coordinate with internal teams.

Skills

Communication

Organization

Client service

Team player

Education

CFP/CFA/JD

Bachelor's degree

Tools

CRM software

Microsoft Excel

Job description

Wealthspire Advisors LLC is seeking an Associate Advisor to support financial planning and wealth management for clients across the U.S. and beyond.

The role collaborates with clients and internal teams to prepare plans, formulate investment recommendations, and coordinate client meetings, delivering a superior client experience. This position offers growth in advisory expertise within a collaborative environment.