Associate Advisor: Wealth Planning & Client Strategy

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

Job summary

Wealthspire Advisors is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. The role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities.

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

Qualifications

• 1–4 years of relevant experience.
• CFP®, CFA or JD equivalence or pursuing credential.
• Bachelor's degree or higher from an accredited university; finance/business-oriented major preferred.
• Demonstrates integrity and professional initiative.
• Reliable, organized, and able to prioritize tasks.
• Strong written and verbal communication skills.
• Willingness to obtain Series 65 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 inquiries.
• Build proposals for prospective clients.
• Build and update financial plans for clients.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend meetings and manage follow-up activities.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as required.
• Assist with client data consolidation and maintenance.
• Assist with special projects as required.

Skills

Strong communication

Organized and diligent

Client service mindset

Self-starter

Education

Bachelor's degree or higher

CFP/CFA/JD preferred or pursuing

Series 65 within 90 days

Job description

Wealthspire Advisors is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. The role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities.

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