Wealth Planning Associate | Client-Focused Advisor Support

Aon; Beachwood (OH); On-site; USD 54,000 - 86,000; Full time

Job summary

Wealthspire Advisors is seeking an Associate Advisor to support our Advisors in detailed financial planning and wealth management for individuals, families, and institutions. You will prepare financial plans, formulate investment recommendations, arrange client meetings, and handle follow-up tasks, acting as a primary liaison to ensure a superior client experience.

You will collaborate with internal teams, maintain client data, and participate in special projects while developing advisory

Qualifications

• 1-4 years of relevant experience.
• Pursuing CFP, CFA or equivalent, or JD.
• Bachelor's degree or higher from an accredited university; major preferred.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter when it comes to new challenges.
• Must be organized, diligent, and able to manage and prioritize tasks.
• Demonstrates a dedication to accuracy by delivering high-quality work.
• Excellent written and verbal communication.
• Cooperative and capable of working well alongside 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.).
• Build proposals for prospective clients.
• Build and/or update financial plans for clients.
• Prepare materials for client meetings; collaborate with other internal teams to ensure client gatherings are prepared thoroughly and accurately.
• Attend client meetings and manage/complete all meeting follow-up activities.
• Liaise with clients' 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

Communication

Integrity

Organization

Self-starter

Teamwork

Education

CFP/CFA/JD

Bachelor's degree

Job description

Wealthspire Advisors is seeking an Associate Advisor to support our Advisors in detailed financial planning and wealth management for individuals, families, and institutions. You will prepare financial plans, formulate investment recommendations, arrange client meetings, and handle follow-up tasks, acting as a primary liaison to ensure a superior client experience.

You will collaborate with internal teams, maintain client data, and participate in special projects while developing advisory