Wealthspire · 1 day ago
Associate, Advisor
New York, NY
Full-time
Onsite
Entry, Mid Level
$68K/yr - $91K/yr
1+ years expWealthspire is a leading wealth management firm that provides comprehensive financial services to clients across the United States. The Associate, Advisor role involves supporting financial planning efforts, managing client communications, and assisting with portfolio monitoring and client meeting preparations.
Financial Services
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
Qualification
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
Preferred
Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
Series 65 strongly preferred or able to successfully complete within 90 days of employment
Benefits
Paid time off and holidays
A 401(k) plan with company match
Exclusive discount programs
Robust health and wellness benefits
Company
Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
1001-5000 employees
H1B Sponsorship
Wealthspire has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Michael LaMena
Chief Executive Officer
Brett Schneider
Executive Vice President and Chief Financial Officer at Wealthspire
Recent News
Business Wire
2026-01-06
Company data provided by crunchbase