Wealth Planning Associate: Client Strategy & Support

Wealthspire; New York (NY); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Salary above market

PTO & holidays

401(k) with match

Health & wellness programs

Job summary

Wealthspire Advisors seeks an Advisor Associate to work directly with Advisors on wealth management and financial planning needs. You will support data gathering, case design, scenario building, and portfolio implementation for clients.

The role involves preparing materials, coordinating with internal teams, and attending meetings to ensure thorough follow-up and accurate delivery of services.

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
• 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).
• 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

Financial planning

Communication

Attention to detail

Team collaboration

Self-starting

Education

CFP/CFA/JD

Bachelor's degree or higher in finance or related

Job description

Wealthspire Advisors seeks an Advisor Associate to work directly with Advisors on wealth management and financial planning needs. You will support data gathering, case design, scenario building, and portfolio implementation for clients.

The role involves preparing materials, coordinating with internal teams, and attending meetings to ensure thorough follow-up and accurate delivery of services.