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.
Responsibilities:
- Support Wealthspire Institutional's Investments Practice consulting team in delivering solutions to 3rd party financial intermediary clients including asset allocation, investment research/selection, and marketing/communication resources
- Develop and maintain monthly and quarterly ongoing investment due diligence reports utilizing various reporting packages including Morningstar and Venn
- Create and maintain additional client reports such as model portfolio fact-sheets
- Support the consulting team in the creation of client-facing analyses including initial investment concentration and efficiency analyses, initial diagnostic observations and considerations analyses, and specific, one-off end-client portfolio analyses
- Attend and present at client meetings in a supporting role on occasion
- Provide ongoing support and respond to ad-hoc client requests in a timely and efficient manner
Required Education, Professional & Technical Experience
- Bachelor’s degree with a preferred concentration in Finance, Accounting, Investing, or Economics required
- 2-5 Years of Financial Industry Experience
- Proficiency in Microsoft Suite
- Proficient with Morningstar’s suite of tools is preferred but not required
Essential Traits
- Thoughtful ability to establish rapport and build relationships.
- Exceptional communication in a public setting with notable writing and presentation skills.
- Adaptability when priorities shift and able to work independently.
- Sound judgment and problem-solving skills.
- Innovative, curious, and enthusiastic.
- Detail-oriented with a high level of accuracy and organization.
- Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
- Passionate about working in an organization that values and promotes inclusion and belonging.
Work Environment & Travel Requirements
- This role may travel up to 5% of the time for training and or business/events.
- This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
- Must be able to remain in a stationary position for up to 8 hours.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
- The person in this position may at times need to move throughout the building to access different areas.
- Ability to move equipment weighing up to 25 pounds.
- Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer
Wealthspire is proud to offer a competitive salary, PTO and paid holidays, 401(k) with company match, and more. The base salary range for this position is $70,000-$73,500. 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 Institutional is an inclusive Equal Employment Opportunity employer.