Wealth Planning Associate

AON PLC; Beachwood (OH); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Paid holidays

401(k) with matching contributions

Additional benefits

Salary range visibility

Job summary

Wealthspire is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. You will collaborate with clients and internal teams to prepare plans, formulate investment recommendations, arrange meetings, and follow up on activities.

This role offers growth in advisory expertise, strengthens client connections, and contributes to a collaborative, client-focused environment across Wealthspire’s national footprint.

Qualifications

• One to four years of relevant experience.
• Completed or pursuing CFP®, CFA or equivalent experience, or JD.
• 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.
• Build proposals for prospective clients.
• Build and/or update financial plans for clients.
• Prepare materials for client meetings; collaborate with internal teams to ensure thorough prep.
• Attend client meetings and manage follow-up activities.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as needed.
• Assist with client data consolidation and maintenance.
• Assist with special projects as required.

Skills

Written communication

Verbal communication

Organized

Detail-oriented

Education

Bachelor's degree or higher

CFP/CFA/JD

Job description

Wealthspire is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. You will collaborate with clients and internal teams to prepare plans, formulate investment recommendations, arrange meetings, and follow up on activities.

This role offers growth in advisory expertise, strengthens client connections, and contributes to a collaborative, client-focused environment across Wealthspire’s national footprint.