Wealth Planning Associate

Work180; Boca Raton, Northern (FL, KY); Hybrid; USD 54,000 - 86,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Employee discounts

Job summary

Wealthspire Advisors in Boca Raton, FL is seeking an Advisor Associate to assist with wealth management and financial planning needs of clients. You will support Advisors with data gathering, case design, scenario building, plan development, plan applications, and portfolio implementation.

The role offers collaboration with Advisors and internal teams, ensuring client meetings are well-prepared and outcomes tracked.

Qualifications

• CFP, CFA, or JD in pursuit or attained.
• Bachelor's degree or higher from an accredited university.
• Series 65 – or able to complete within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas and portfolio inquiries.
• Create proposals for prospective clients and update financial plans.
• Prepare materials for client meetings and coordinate with internal teams for accuracy.
• Attend client meetings and handle follow-up activities.

Skills

CFP

CFA

JD

Bachelor's degree

Detail-oriented

Self-starter

Strong communication

Team player

Series 65 (or to complete)

Education

CFP

CFA

JD

Bachelor's degree or higher

Job description

Wealthspire Advisors in Boca Raton, FL is seeking an Advisor Associate to assist with wealth management and financial planning needs of clients. You will support Advisors with data gathering, case design, scenario building, plan development, plan applications, and portfolio implementation.

The role offers collaboration with Advisors and internal teams, ensuring client meetings are well-prepared and outcomes tracked.