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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 www.wealthspire.com.
Summary of Role
Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to 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 registered investment advisory (RIA) firms offer.
We are seeking a Wealth Management Associate to support its Client Service Team and Private Wealth Advisors. The successful candidate will provide exceptional customer service to high and ultra-high net worth clientele and assist in delivering financial planning and wealth management services.
Essential Duties and Responsibilities
Knowledge, Skills, and/or Abilities
Education and/or Experience
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.
Job Type: Full-time
Benefits:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: Hybrid remote in Boca Raton, FL 33432
Full Time
$70k-105k (estimate)
04/17/2024
08/13/2024
wealthspire.com
New York, NY
<25
The job skills required for Wealth Management Associate include Wealth Management, Client Service, Financial Planning, Organizational Skills, Financial Services Industry, Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Associate. You can explore the career advancement for a Wealth Management Associate below and select your interested title to get hiring information.
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