Financial Planning Associate - Client Advisor

NFP; Boca Raton (FL); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Employee discounts

Job summary

Wealthspire Advisors is seeking an Associate, Advisor to support Advisors in delivering comprehensive wealth planning and portfolio management for clients in the Boca Raton area. This role involves data gathering, scenario building, financial plan development, and assisting with portfolio implementation.

The position requires 0-4 years of experience, a degree in a relevant field, and CFP/CFA/JD credentials or progress toward them. Series 65 or completion within 90 days is preferred.

Qualifications

• 0-4 years of relevant experience.
• Completion or pursuit of CFP®, CFA or JD.
• Bachelor's degree or higher in finance-related field preferred.

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 update financial plans for clients.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend client meetings and complete follow-up activities.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as needed.
• Assist with client data consolidation and special projects.

Skills

Financial planning support

Client communication

Data gathering

Portfolio monitoring

Education

Bachelor's degree or higher

CFP / CFA / JD

Job description

Wealthspire Advisors is seeking an Associate, Advisor to support Advisors in delivering comprehensive wealth planning and portfolio management for clients in the Boca Raton area. This role involves data gathering, scenario building, financial plan development, and assisting with portfolio implementation.

The position requires 0-4 years of experience, a degree in a relevant field, and CFP/CFA/JD credentials or progress toward them. Series 65 or completion within 90 days is preferred.