Associate, Advisor

Wealthspire is seeking an Associate Advisor to support wealth management and financial planning for clients. The position involves providing data gathering, case design, scenario building, and financial plan implementation.

Requirements

• Provide support to Advisors in all areas of financial planning
• Initiate and field client calls
• Create proposals for prospective clients
• Create and/or update financial plans for clients
• Prepare materials for client meetings
• Attend client meetings and manage follow-up activities
• Liaise with client's attorneys and accountants as needed
• Monitor portfolios and maintain target allocations
• Assist with client data consolidation and maintenance
• Assist with special projects as required

Benefits

• Competitive salary
• Paid time off and holidays
• 401(k) plan with company match
• Exclusive discount programs
• Robust health and wellness benefits