Financial Planning Associate Advisor

NFP; Town of Florida (NY); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

Competitive salary

401(k) with matching contributions

Paid time off and holidays

Additional benefits

Job summary

Wealthspire Advisors is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services. You will collaborate with clients and internal teams to prepare plans, formulate investment recommendations, and coordinate meetings, while ensuring a superior client experience.

This role offers an opportunity to deepen advisory expertise, strengthen client connections, and contribute to a collaborative, client-focused environment.

Qualifications

• 1–4 years of relevant experience.
• Pursuing CFP®, CFA or JD, or equivalent experience.
• Bachelor's degree or higher; major in financial planning, business, accounting, finance, economics, or law preferred.
• Demonstrates personal integrity and professional initiative.
• Organized, diligent, and able to manage and prioritize tasks.
• Excellent written and verbal communication.
• Series 65 - or able to complete within 90 days of employment.

Responsibilities

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

Skills

Communication

Attention to detail

Time management

Integrity

Self-starter

Teamwork

Education

Bachelor's degree

CFP/CFA/JD pursuit or equivalent

Job description

Wealthspire Advisors is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services. You will collaborate with clients and internal teams to prepare plans, formulate investment recommendations, and coordinate meetings, while ensuring a superior client experience.

This role offers an opportunity to deepen advisory expertise, strengthen client connections, and contribute to a collaborative, client-focused environment.