Wealth Planning Associate

Aon plc; Chicago (IL); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to support Advisors in financial planning, data gathering, and portfolio implementation for a diverse client base across the United States and beyond.

You will assist with case design, scenario building, and creating financial plans, while coordinating materials for client meetings and following up on action items with internal teams. A CFP/CFA/JD and Series 65 readiness are preferred.

Qualifications

• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Reliable, follows through on commitments and self-starter for new challenges.
• Must be organized, detail-oriented and able to manage/prioritize tasks.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on various items (e.g., strategy ideas, account questions).
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend client meetings and complete follow-up activities.
• Liaise with client’s attorneys and accountants as needed.
• Monitor portfolios and maintain target allocations; rebalance as needed.
• Assist with client data consolidation and maintenance.
• Assist with special projects as required.

Skills

Communication skills

Collaborative

Reliability

Attention to detail

Education

Bachelor’s degree or higher

CFP®, CFA or JD

Series 65

Job description

Wealthspire Advisors is seeking an Advisor Associate to support Advisors in financial planning, data gathering, and portfolio implementation for a diverse client base across the United States and beyond.

You will assist with case design, scenario building, and creating financial plans, while coordinating materials for client meetings and following up on action items with internal teams. A CFP/CFA/JD and Series 65 readiness are preferred.