Wealth Planning Associate & Advisor Support

Wealthspire; San Rafael (CA); On-site; USD 68,000 - 91,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Job summary

Wealthspire Advisors is seeking an Advisor Associate to work directly with Senior Advisors to support wealth management and financial planning needs. You will gather data, design scenarios, develop financial plans, apply plans, and help implement portfolios.

You will participate in client meetings, coordinate with attorneys and accountants, and assist with special projects while building your career in a collaborative, people-first environment.

Qualifications

• 0-4 years of relevant experience.
• Completed or 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
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter when it comes to new challenges.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others
• Series 65 – or able to successfully complete within 90 days of employment.

Responsibilities

• Provide support to Advisors in all areas of financial planning.
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
• Create proposals for prospective clients.
• Create and/or update financial plans for clients.
• Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
• Attend client meetings and manage/complete all meeting follow-up activities.
• Liaise with client’s attorneys and accountants as needed.
• Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.

Skills

Data gathering

Financial planning

Client communication

Team collaboration

Integrity

Organized

Detail-oriented

Series 65

CFP/CFA/JD in progress

Education

Bachelor's degree or higher

Job description

Wealthspire Advisors is seeking an Advisor Associate to work directly with Senior Advisors to support wealth management and financial planning needs. You will gather data, design scenarios, develop financial plans, apply plans, and help implement portfolios.

You will participate in client meetings, coordinate with attorneys and accountants, and assist with special projects while building your career in a collaborative, people-first environment.