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 www.wealthspire.com.

About the job

Wealthspire Advisors is an independent financial advisor with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to affluent clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent firms offer. This CSA will support our wealth management division (not our insurance or retirement divisions).

Job Responsibilities

• Answer phone calls, resolve issues, and/or take messages as needed
• Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Managing distribution/receipt of clients’ paperwork.
• Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Work with other Wealthspire teams on items such as preparation and submission of client paperwork, preparing the meeting materials, facilitating various transactions, and account maintenance on behalf of our clients.
• Prepare client letters/emails as needed.
• Maintain and update client service procedures.
• Prepare Advisors expense reports to include coding and scanning receipts.
• Manage the calendar; set appointments and meetings for Advisors.
• Confirm appointments directly with clients, via email and/or phone.
• Assist with travel arrangements and trip itineraries if needed.
• Schedule lunch and dinner reservations for client meetings if needed.
• Handles general office operations and procedures i.e. filing systems, database management, equipment maintenance, phone systems and other services.
• Greets and welcomes all guests and announces visitors promptly to appropriate producer or staff member and maintains a neat and orderly reception area.
• Manages conference room reservations and registers all office visitors with building security.
• Checks for, opens and sorts all mail and prepares overnight mail packages for delivery and coordinates delivery with service providers and/or messengers as appropriate.
• Assists with all regional event planning (i.e. holiday party, dinners).
• Perform other duties as and when needed.
• Coordinates with building administration for all work of the office space, including, but not limited to building hours and facility maintenance.
• Take ownership, as appropriate, of certain daily functions within client services.

Qualifications

• College degree not required. New grads considered with a business and/or finance-related degree and/or internship/work experience. 
• Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning and/or the securities industry (helpful)
• Numerical accuracy and attention to detail (required).
• Ability to prioritize tasks and work in a team environment. 
• Desire to learn, be resourceful, and think outside the box. 
• Professional appearance and manner.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Continuously exhibits personal integrity, professional initiative, and a personable attitude.

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 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.

NFP and You... Better together!

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

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