Wealthspire is a leading wealth management and advisory firm serving a diverse clientele. The Advisor Associate works directly with Advisors to assist with clients' wealth management and financial planning needs, providing essential support in areas such as data gathering, financial plan development, 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
Skills
- 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
Benefits
- Paid time off and holidays
- A 401(k) plan with company match
- Exclusive discount programs
- Robust health and wellness benefits
Company Overview
- 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. It was founded in 1995, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://www.wealthspire.com/.
Company H1B Sponsorship
- Wealthspire has a track record of offering H1B sponsorships, with 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.