Associate Advisor: Wealth Planning & Client Support

NFP Corp; United States; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to assist Advisors with wealth management and financial planning for clients. Responsibilities include supporting Advisors with data gathering, case design, financial plan development, and client communication.

The ideal candidate should have 0-4 years of experience, a Bachelor's degree in relevant fields, and is either pursuing or has completed CFP®, CFA, or JD. A competitive salary of $60,000 – $70,000 is offered, alongside various perks.

Qualifications

• 0-4 years of relevant experience.
• Completed or pursuing CFP®, CFA or JD.
• Must complete Series 65 within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Create proposals for prospective clients.
• Monitor portfolios and maintain target allocations.

Skills

Personal integrity

Detail-oriented

Organizational skills

Excellent communication

Collaboration

Education

Bachelor's degree in financial planning, business, accounting, finance, economics, or law

Job description

Wealthspire Advisors is seeking an Advisor Associate to assist Advisors with wealth management and financial planning for clients. Responsibilities include supporting Advisors with data gathering, case design, financial plan development, and client communication.

The ideal candidate should have 0-4 years of experience, a Bachelor's degree in relevant fields, and is either pursuing or has completed CFP®, CFA, or JD. A competitive salary of $60,000 – $70,000 is offered, alongside various perks.