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.
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 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:
- 0-4 years of relevant experience.