Wealth Planning Associate

Work180; Chicago (IL); Presencial; USD 68.000 - 80.000; Jornada completa

Descripción de la vacante

Wealthspire Advisors in Chicago is seeking an Advisor Associate who will work directly with Advisors to support wealth management and financial planning for clients. You will gather data, design scenarios, build financial plans, apply plans, and help implement portfolios.

The role emphasizes collaboration, accuracy, and effective communication as you coordinate with attorneys and accountants, prepare client meeting materials, and manage follow-up tasks.

Formación

• 0-4 years of relevant experience.
• CFP®, CFA or JD.
• Bachelor’s degree or higher in a related field.
• Integrity and professional initiative.
• Reliable, self-starter with strong organizational skills.
• Detail oriented with high accuracy.
• Excellent written and verbal communication.
• Collaborative and team oriented.
• Series 65 or ability to complete within 90 days.

Responsabilidades

• 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.
• Create and 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 clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as required.
• Assist with client data consolidation and special projects.

Conocimientos

Written communication

Verbal communication

Collaboration

Attention to detail

Time management

Educación

CFP®

CFA

JD

Bachelor's degree or higher

Series 65

Descripción del empleo

Wealthspire Advisors in Chicago is seeking an Advisor Associate who will work directly with Advisors to support wealth management and financial planning for clients. You will gather data, design scenarios, build financial plans, apply plans, and help implement portfolios.

The role emphasizes collaboration, accuracy, and effective communication as you coordinate with attorneys and accountants, prepare client meeting materials, and manage follow-up tasks.