Advisor Associate- Wealth Management
Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 250 employees serving clients from 20 offices in 11 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Position Overview:
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:
- One to four years of relevant experience.
- Completed or pursuing CFP®, CFA or JD.
- 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.
- Series 65 – or able to successfully complete within 90 days of employment.
We’re part of NFP, a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
What We Offer:
NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $85,000. 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.
NFP and You... Better together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.