Wealth Planning Associate

Work180; Melville (NY); On-site; USD 53,500 - 85,600; Full time

Benefits offered by this job

Salary range $53,500–$85,600

401(k) with match

PTO & paid holidays

Health & wellness programs

Discount programs

PeopleFirst culture

Job summary

Wealthspire Advisors is seeking an Advisor Associate to work directly with Advisors to support wealth management and financial planning for clients. This role includes data gathering, scenario building, financial plan development, plan application, and portfolio implementation.

Responsibilities include client outreach, creating proposals, updating plans, preparing meeting materials, coordinating with attorneys and accountants, monitoring portfolios, and data consolidation.

Qualifications

• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.

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.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings; coordinate with internal teams.
• Attend client meetings and manage/complete all follow-up activities.
• Liaise with client’s 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

Communication

Collaborative

Detail-oriented

Self-starter

Education

Bachelor's degree or higher

CFP/CFA/JD

Series 65 (within 90 days)

Job description

Wealthspire Advisors is seeking an Advisor Associate to work directly with Advisors to support wealth management and financial planning for clients. This role includes data gathering, scenario building, financial plan development, plan application, and portfolio implementation.

Responsibilities include client outreach, creating proposals, updating plans, preparing meeting materials, coordinating with attorneys and accountants, monitoring portfolios, and data consolidation.