Financial Planning Associate, Wealth Advisory

Wealthspire; Melville (NY); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Wealthspire seeks Advisor Associates to support Advisors with wealth management and financial planning needs. You will gather data, build scenarios, develop financial plans, apply plans, and implement portfolios for clients.

You will initiate client calls, prepare materials for meetings, and coordinate with internal teams to ensure accurate, thorough client engagements. The role requires attention to detail and collaborative teamwork.

Qualifications

• Support Advisors in all areas of financial planning.
• Excellent written and verbal communication required.
• Must be organized, detail-oriented, and able to manage tasks.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas and portfolio questions.
• Create proposals for prospective clients and update financial plans.
• Prepare materials for client meetings and ensure thorough preparation by 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

Excellent communication

Organized & detail-oriented

Reliable & self-starter

Collaborative

Time management

Education

CFP/CFA/JD

Bachelor's degree in finance/business/economics/law

Series 65 (or ability to obtain within 90 days)

Job description

Wealthspire seeks Advisor Associates to support Advisors with wealth management and financial planning needs. You will gather data, build scenarios, develop financial plans, apply plans, and implement portfolios for clients.

You will initiate client calls, prepare materials for meetings, and coordinate with internal teams to ensure accurate, thorough client engagements. The role requires attention to detail and collaborative teamwork.