Associate Advisor, Wealth Planning & Client Strategy

AON PLC; Gallinas (CA); On-site; USD 54,000 - 86,000; Full time

Job summary

Wealthspire Advisors LLC in the United States is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services. You will engage with clients, prepare plans, and coordinate meetings to ensure a superior client experience.

The role offers opportunities to enhance advisory expertise, strengthen client connections, and contribute to a collaborative, client-focused environment across multiple offices and teams.

Qualifications

• 1–4 years of relevant experience.
• CFP®, CFA or equivalent experience, or JD.
• Bachelor’s degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
• Series 65 – or able to successfully complete within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on various items (e.g., strategy ideas, account-specific questions, portfolio inquiries, etc.).
• Build proposals for prospective clients.
• Build and/or update financial plans for clients.
• Prepare materials for client meetings; collaborate with other internal teams to ensure client gatherings are prepared thoroughly and accurately.
• Attend client meetings and manage/complete all meeting follow-up activities.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed.
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.

Skills

Excellent communication

Organized

Self-starter

Detail oriented

Team collaboration

Education

Bachelor’s degree or higher

CFP/CFA/JD or equivalent

Series 65 within 90 days

Preferred majors: finance/economics/law

Job description

Wealthspire Advisors LLC in the United States is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services. You will engage with clients, prepare plans, and coordinate meetings to ensure a superior client experience.

The role offers opportunities to enhance advisory expertise, strengthen client connections, and contribute to a collaborative, client-focused environment across multiple offices and teams.