Emerging Wealth Planning Associate

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

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Exclusive discount programs

PeopleFirst culture

Job summary

Wealthspire Advisors is seeking an Advisor Associate to assist Advisors with wealth management and financial planning for clients across the U.S. This role involves data gathering, case design, scenario building, plan development, plan application, and portfolio implementation.

You will initiate client calls, prepare materials for meetings, and coordinate with attorneys and accountants as needed, while helping monitor and rebalance portfolios and support special projects.

Qualifications

• 0-4 years of relevant experience.
• Completed or pursuing CFP®, CFA or JD.
• Bachelor’s degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
• Demonstrates integrity, initiative, organization and reliability.
• Excellent written and verbal communication; collaborative and proactive.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas and portfolio inquiries.
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend client meetings and follow-up on actions.
• Liaise with client attorneys and accountants as needed.
• Monitor portfolios and rebalance as needed.
• Assist with client data consolidation and special projects.

Skills

Financial analysis

Client communication

Attention to detail

Team collaboration

Self-starter

Education

CFP pursuit

CFA pursuit

JD

Bachelors degree

Job description

Wealthspire Advisors is seeking an Advisor Associate to assist Advisors with wealth management and financial planning for clients across the U.S. This role involves data gathering, case design, scenario building, plan development, plan application, and portfolio implementation.

You will initiate client calls, prepare materials for meetings, and coordinate with attorneys and accountants as needed, while helping monitor and rebalance portfolios and support special projects.