Associate, Advisor (Wealth Management)

Nfp - Fulton, MD

Full-time - Entry Level

Hybrid - Fulton, MD

251-500 employees

Food Services and Drinking Places

About the position

The Associate, Advisor position at Wealthspire Advisors involves working closely with Advisors to support the wealth management and financial planning needs of clients. This hybrid role requires collaboration, data management, and the development of financial plans, ensuring that client interactions are thorough and effective.

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 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.

Requirements

• One to four years of relevant experience.
• Completed or pursuing CFP®, CFA or JD.
• Bachelor's 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.
• Series 65 - or able to successfully complete within 90 days of employment.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs