Wealth Planning Associate – Client Strategy & Portfolio

Wealthspire; New York (NY); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

Wealthspire Advisors in New York seeks an Advisor Associate to support Advisors in delivering wealth management and financial planning for clients. You will assist with data gathering, case design, scenario building, financial plan development, plan application, and portfolio implementation.

The role involves client calls, proposal creation, and collaboration with internal teams to ensure accurate meetings and follow-up. Local regulatory and credential pathways supported.

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.

Education

CFP, CFA, or JD pursuit

Bachelor's degree or higher; finance/economics/law preferred

Job description

Wealthspire Advisors in New York seeks an Advisor Associate to support Advisors in delivering wealth management and financial planning for clients. You will assist with data gathering, case design, scenario building, financial plan development, plan application, and portfolio implementation.

The role involves client calls, proposal creation, and collaboration with internal teams to ensure accurate meetings and follow-up. Local regulatory and credential pathways supported.