Who We Are:
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. We provide a comprehensive platform that brings together 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 across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
- 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.).
- Build proposals for prospective clients.
- Build and/or update financial plans for clients.
- Prepare materials for client meetings; collaborate with other internal teams to ensure client gatherings are prepared thoroughly and accurately.
- Attend client meetings and
- One to four years of relevant experience.
- Completed or pursuing CFP®, CFA or equivalent experience, or JD.
- Bachelor's degree or higher from an accredited university, or equivalent experience; major in financial planning, business, accounting, finance, economics, or law preferred.