Advisor Success Associate

Potomac, Maryland
Full time
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 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?

Summary: We are seeking a dynamic and detail-oriented Advisor Success Associate to join our team and provide comprehensive support to the Head of Advisor Success. This role is designed to enhance the efficiency of our Advisor Success team, contribute to the execution of strategic initiatives, and ensure the continued growth and success of our advisor network. The Advisor Success Associate will play a crucial role in coordinating internal activities, developing insightful dashboards, participating in the firm’s growth efforts, and supporting reporting initiatives to drive informed decision-making.


  • Provide dedicated support to the Head of Advisor Success to facilitate strategic planning and high-level decision-making.
  • Assist in the execution of key initiatives to drive the expansion and success of the advisor network, including business development campaigns and firmwide projects.
  • Collaborate with the Advisor Success and Marketing teams in planning, executing, and monitoring business development campaigns and initiatives.
  • Contribute to the design, management, and maintenance of comprehensive dashboards and reporting mechanisms to enable advisors, regional and office leaders, and the firm to implement strategies that drive business growth.
  • Participate in the development of scorecards to evaluate advisor workload and capacity to help assess staffing and recruiting needs.
  • Help design and implement training programs to support advisors’ professional development and continue building the advisor track curriculum.
  • Lead organization of internal meetings including but not limited to focus/affiliation groups, trainings, and other collaborative activities. Support the Advisor Success team in managing these groups, fostering knowledge-sharing, and driving actionable insights for the enhancement of our advisor network performance.
  • Stay informed about industry trends, regulatory changes, and competitive landscape affecting financial advisors, conduct market research and analysis to provide insights into emerging opportunities and challenges.
  • Perform custom ad-hoc queries as needed to meet business requirements.


  • Bachelors’ degree or higher from an accredited university; major in financial planning, business, or finance preferred.
  • CFP® (Certified Financial Planner) or other wealth management designation highly preferred.
  • Minimum of three to five years of wealth management experience (other or additional experience will be considered).
  • Proven experience in a similar role within financial services or advisory industry.
  • Strong self-reliance, initiative, and commitment to following through on tasks, self-starter when it comes to new challenges.
  • Outstanding organizational, project and time management skills.
  • Excellent communication and interpersonal skills.
  • Ability to thrive both independently and collaboratively in a fast-paced environment.
  • High attention to detail.
  • Proficiency in Microsoft Office, and experience with any CRM, portfolio management, and financial planning tools.

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

NFP, an Aon company, 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 $60,000 – $95,000. 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.

Wealthspire and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.