Sr. Associate, Advisor

Aon; Indianapolis (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Holidays

Health benefits

Discount programs

Job summary

Wealthspire is seeking an ambitious Senior Advisor Associate to support wealth advisors across a full spectrum of wealth management services. The role involves client meetings, investment planning, and administrative coordination to ensure flawless execution for clients.

The position requires 3-6 years of relevant experience, a bachelor's degree ( CFP preferred), and licensing readiness (Series 65 or equivalent).

Qualifications

• 3-6 years of relevant experience.
• Bachelor's degree or higher from an accredited university.
• Completed or willing to pursue CFP.
• Series 65 license or able to complete within 90 days of employment.
• Demonstrates integrity and professional initiative.
• Organized, diligent, and able to manage priorities.
• Excellent written and verbal communication.
• Cooperative and capable of working well with others.

Responsibilities

• Build and complete investment plans, RMD calculations and distributions.
• Coordinate tax loss harvesting.
• Develop relationships with clients through meetings and calls.
• Handle client matters promptly and efficiently.
• Provide administrative support to team members.
• Supply data for reports to advisors and directors.
• Learn and apply financial planning concepts (estate, tax, education funding).
• Research client issues and present data.
• Serve as a positive teammate in an entrepreneurial environment.
• Process paperwork for accounts and monitor transfers.

Skills

Communication skills

Teamwork

Integrity

Organization

Attention to detail

Education

Bachelor's degree or higher

CFP certification (or pursuing)

Series 65 license (or willing to obtain within 90 days)

Job description

Wealthspire is a top firm in wealth management, retirement advice, and business management. We serve individuals, families, endowments, and institutions across the US, Canada, and the UK. Our platform combines wealth management, institutional consulting, business management, family office, and retirement plan advisory services. This helps clients handle complexity with clarity and confidence.

Employing over 1,200 professionals in more than 40 offices, we offer insights and solutions grounded in deep research, technology, and years of expertise. Our interconnected businesses have crafted a unified ecosystem tailored to assist clients throughout their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and unwavering dedication to putting people first-our clients, our colleagues, and our communities.

For additional details, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, operating as Wealthspire Retirement Advisory, and certain other affiliates are individually registered investment advisers.

Posting Description

About the Company

Wealthspire is a top firm in wealth management, retirement advice, and business management. We serve individuals, families, endowments, and institutions across the US, Canada, and the UK. Our platform combines wealth management, institutional consulting, business management, family office, and retirement plan advisory services. This helps clients handle complexity with clarity and confidence.

Employing over 1,200 professionals in more than 40 offices, we offer insights and solutions grounded in deep research, technology, and years of expertise. Our interconnected businesses have crafted a unified ecosystem tailored to assist clients throughout their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and unwavering dedication to putting people first-our clients, our colleagues, and our communities.

For additional details, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, operating as Wealthspire Retirement Advisory, and certain other affiliates are individually registered investment advisers.

Position Overview

We are seeking an ambitious and experienced Senior Advisor Associate. This outstanding role offers the opportunity to be involved in all aspects of wealth management for our esteemed clients. As part of our Advisory Team, the Senior Advisor Associate will support other Wealth Advisors, ensuring we provide world-class service and flawless execution for our clients.

Key Responsibilities

• Build and complete investment plans, RMD (Required Minimum Distributions) calculations and distributions, and tax loss harvesting coordination
• Develop positive relationships with clients by attending meetings and calls, and handling administrative requests directly as well as from team members on behalf of clients
• Handle all client matters strictly in a timely and efficient manner
• Provide administrative support to team members, including the preparation of correspondence, meeting materials, files, presentations, and literature as directed
• Supply data for reports at the direction of the advisors and directors
• Develop a working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable/philanthropic strategies
• Research client issues as directed and present data
• Be a positive great teammate who works effectively within an entrepreneurial environment
• Actively service client accounts by processing paperwork for accounts, tracking and monitoring account/asset transfers, and processing transaction requests as directed

Qualifications

• 3-6 years of relevant experience
• Bachelor's degree or higher from an accredited university, or equivalent experience; major in financial planning, business, accounting, finance, economics, or law preferred
• Completed or willing to pursue CFP
• Series 65 - or able to successfully complete within 90 days of employment
• Continuously exhibits personal integrity and professional initiative
• Reliable, follows through on commitments, and is a self-starter when it comes to new challenges
• Must be organized, diligent, and able to manage and prioritize tasks
• Demonstrates a dedication to accuracy by delivering high-quality work
• Excellent written and verbal communication
• Cooperative and capable of working well with others

What we offer

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and strong health and wellness benefits. Our culture focuses on putting people first-building lasting relationships with our employees and encouraging a workplace where everyone feels supported and valued. Join us in redefining the future of financial solutions and make a meaningful impact on the lives of our clients and communities!

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