Wealth Planning Associate

NFP Corp; Town of Florida (NY); 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

Job summary

Wealthspire is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. This role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities.

The Associate Advisor functions as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience.

Qualifications

• Excellent written and verbal communication.
• Strong organizational skills and reliability.
• Commitment to accuracy and high-quality work.
• Team player with client-focused mindset.
• CFP®, CFA or JD preferred or in progress.

Responsibilities

• Support Advisors in all areas of financial planning.
• Initiate and field client calls on strategy, portfolios, and inquiries.
• Build proposals for prospective clients.
• Create and update financial plans for clients.
• Prepare meeting materials and coordinate with internal teams.
• Attend client meetings and complete follow-up tasks.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as required.
• Assist with data consolidation and special projects.

Skills

Excellent communication

Team collaboration

Organized and diligent

Integrity and initiative

Client service mindset

Education

CFP®, CFA or JD

Bachelor’s degree or higher

Job description

Wealthspire is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. This role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities.

The Associate Advisor functions as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience.