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Wealthspire Advisors is a New York City-based, independent registered investment advisory firm. We have nearly 300 employees serving clients from 19 offices in 10 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s 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 Advisory, 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
Qualifications
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.
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 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.
NFP and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Full Time
$56k-71k (estimate)
05/22/2024
07/21/2024
careersinc-pr.com
BIRMINGHAM, ENGLAND
100 - 200
2005
MUKESH PATEL
$5M - $10M
The job skills required for Associate, Advisor include Commitment, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate, Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate, Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate, Advisor positions, which can be used as a reference in future career path planning. As an Associate, Advisor, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate, Advisor. You can explore the career advancement for an Associate, Advisor below and select your interested title to get hiring information.