Associate, Advisor

About Wealthspire

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. The firm provides a comprehensive platform that combines wealth management, institutional consulting, business management, family office, and retirement plan advisory services, empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees in more than 40 offices, Wealthspire delivers insights and solutions backed by deep research, technology, and decades of expertise, creating a unified ecosystem for clients at every stage of their financial journey.

Summary

Our Advisor Associates works 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 meetings are prepared for 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.

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, and self‑starter when faced with new challenges.
• 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.

Benefits

• Competitive salary.
• Paid time off and paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health and wellness programs.
• PeopleFirst culture focused on building lifelong relationships with employees.