Wealth Planning Associate

Wealthspire; Town of Florida (NY); On-site; USD 54,000 - 86,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

401(k) with matching

Job summary

Wealthspire Advisors seeks an Associate Advisor to support our Advisors in delivering comprehensive financial planning and wealth management services. You will prepare plans, craft investment recommendations, coordinate client meetings, and manage follow-up to ensure a superior client experience.

You will collaborate with internal teams, liaise with clients and their professionals, and help maintain portfolios and client data, contributing to a collaborative, client-focused environment.

Qualifications

• Strong written and verbal communication skills.
• Demonstrated organizational and prioritization abilities.
• Ability to collaborate cross-functionally and deliver high-quality work.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Field client calls on strategy ideas and portfolio inquiries.
• Build proposals for prospective clients and update financial plans.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend client meetings and follow up on actions.
• Liaise with clients' attorneys and accountants as needed.
• Monitor portfolios and rebalance as required.
• Assist with data consolidation and special projects.

Skills

Excellent communication

Organized and detail-oriented

Self-starter

Team player

Client service mindset

Education

CFP/CFA/JD credential or pursuing

Job description

Wealthspire Advisors seeks an Associate Advisor to support our Advisors in delivering comprehensive financial planning and wealth management services. You will prepare plans, craft investment recommendations, coordinate client meetings, and manage follow-up to ensure a superior client experience.

You will collaborate with internal teams, liaise with clients and their professionals, and help maintain portfolios and client data, contributing to a collaborative, client-focused environment.