Wealthspire · 8 hours ago
Senior Plan Advisor
Tallahassee, FL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $115K/yr
5+ years expWealthspire Advisors is an independent registered investment advisory firm based in New York City. They are seeking a talented Retirement Plan Advisor to manage strategic planning, consulting, and servicing of retirement business while nurturing client relationships and addressing compliance issues.
Financial Services
Responsibilities
Establish, maintain, and nurture client relationships (front line and decision makers)
Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client
Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met
Independently consult and advise with clients on complex retirement plan issues
Address, resolve, follow-up and communicate resolutions to clients
Responsible for coordinating data collection and presentation preparation for client meetings
Conduct investment analysis on plan investment options
Manage all internal reporting/tracking components required of the retirement department
Exercise positive interaction and cooperation with internal staff and senior management
Participate in team assignments and special projects as needed
Operate in accordance with established Wealthspire internal protocol and procedures
Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
Provide progress reports as needed
Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc
Attend and participate in internal meetings as needed
Exercise positive interaction and cooperation with internal staff and senior management
Participate in team assignments and special projects as needed
Exhibit a willingness to take on new projects and responsibilities
Share knowledge and experience with staff
Operate in accordance with established Wealthspire internal protocol and procedures
Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
Qualification
Required
Bachelor's degree in a specialized field such as accounting, business, finance, other related field. Experience in lieu of degree will be considered
Minimum of five (5) years of directly related work experience in the field of retirement plan administration and consulting
Possession of industry-specific designations and credentials is a plus
Microsoft Office skills required
Effective oral, written, interpersonal and computer software skills
Proven organizational and problem-solving skills
Communicate interactively with team members and other support staff
A sense of urgency and a commitment to timely completion of projects
Attention to detail along with a commitment to quality and confidentiality
Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy
Preferred
Possession of industry-specific designations and credentials is a plus
Benefits
PTO & paid holidays
401(k) with match
Performance-based incentives
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
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
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