What are the responsibilities and job description for the Associate, Advisor position at Wealthspire Advisors?
ASSOC013490_1
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. 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.
Responsibilities:
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:
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.
We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer:
We're 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 – $70,000. 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, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. 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.
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
- One to four years of relevant experience
- Completed or pursuing CFP®, CFA or JD
- Series 65 strongly preferred or able to successfully complete within 90 days of employment
- 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
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:
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.
We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer:
We're 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 – $70,000. 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, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Salary : $60,000 - $70,000