Associate, Advisor

Summary Our Advisor Associates work directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation. 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. Qualifications One to four years of relevant experience. Completed or pursuing CFP®, CFA or JD. Series 65 strongly preferred or able to successfully complete within 90 days of employment. Bachelors’ 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. Diversity, Equity, Inclusion, and Belonging at Wealthspire Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 – $68,000 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire and You... Better Together! Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr NFP Corp