Junior Wealth Advisor & Planner

Aon; Potomac (MD); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Discount programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to work directly with Advisors to meet clients' wealth planning needs. You will gather data, design scenarios, develop financial plans, apply plans, and implement portfolios. This role supports advisors and helps prepare client materials for meetings.

The position emphasizes integrity, reliability, organization, and teamwork. Successful candidates may need Series 65 within 90 days and will enjoy a collaborative, client-focused environment.

Qualifications

• 0-4 years of relevant experience.
• CFP, CFA or JD completed or pursuing.
• Bachelor's degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.

Responsibilities

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

Skills

Attention to detail

Organizational skills

Communication skills

Team collaboration

Client service

Series 65 readiness

Education

Bachelor's degree or higher in finance/business/related

CFP/CFA or JD (completed or pursuing)

Job description

Wealthspire Advisors is seeking an Advisor Associate to work directly with Advisors to meet clients' wealth planning needs. You will gather data, design scenarios, develop financial plans, apply plans, and implement portfolios. This role supports advisors and helps prepare client materials for meetings.

The position emphasizes integrity, reliability, organization, and teamwork. Successful candidates may need Series 65 within 90 days and will enjoy a collaborative, client-focused environment.