Financial Planning Associate & Client Advisor

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

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to assist with wealth management and financial planning for clients. You will support Advisors with data gathering, case design, scenario building, and portfolio implementation.

This role includes preparing materials for client meetings, coordinating with attorneys and accountants, maintaining client data, and helping with special projects. 0-4 years of relevant experience and pursuing CFP®, CFA or JD are preferred.

Qualifications

• 0-4 years of relevant experience.
• Pursuing CFP®, CFA or JD.
• Bachelor's degree or higher from an accredited university; major in finance, business, accounting, finance, economics, or law preferred
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others
• Series 65 – or able to successfully complete within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
• Attend client meetings and manage/complete all meeting follow-up activities.
• Liaise with client’s attorneys and accountants as needed.
• Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.

Skills

Attention to detail

Effective communication

Team collaboration

Self-starter

Education

CFP® or CFA or JD pursuit

Bachelor's degree in finance or related field

Job description

Wealthspire Advisors is seeking an Advisor Associate to assist with wealth management and financial planning for clients. You will support Advisors with data gathering, case design, scenario building, and portfolio implementation.

This role includes preparing materials for client meetings, coordinating with attorneys and accountants, maintaining client data, and helping with special projects. 0-4 years of relevant experience and pursuing CFP®, CFA or JD are preferred.