Wealth Planning Associate & Advisor

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

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

PeopleFirst culture

Job summary

Wealthspire Advisors seeks an Advisor Associate to support Advisors in wealth management and financial planning for clients nationwide. You will gather data, build scenarios, develop financial plans, apply plans, and assist with portfolio implementation.

Prepare meeting materials and coordinate with internal teams to ensure accurate client discussions. Ideal candidates have 0–4 years of experience, pursuing CFP®, CFA, or JD, and a Bachelor's degree in finance, business, accounting, economics, or

Qualifications

• 0–4 years of relevant experience.
• Pursuing CFP®, CFA or JD.
• Bachelor's degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
• Demonstrates integrity, initiative, reliability and task prioritization.
• Excellent written and verbal communication; collaborative.
• Series 65 – or able to complete within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on strategy ideas, account questions, and portfolio inquiries.
• Create proposals for prospective clients.
• Create and update financial plans for clients.
• Prepare materials for client meetings; coordinate with internal teams for thorough, accurate meetings.
• Attend client meetings and manage follow-up activities.
• Liaise with clients' 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

Detail-oriented

Team-oriented

Education

Bachelor's degree in finance/economics/law

CFP/CFA/JD pursuing/completed

Job description

Wealthspire Advisors seeks an Advisor Associate to support Advisors in wealth management and financial planning for clients nationwide. You will gather data, build scenarios, develop financial plans, apply plans, and assist with portfolio implementation.

Prepare meeting materials and coordinate with internal teams to ensure accurate client discussions. Ideal candidates have 0–4 years of experience, pursuing CFP®, CFA, or JD, and a Bachelor's degree in finance, business, accounting, economics, or