Wealth Management Associate

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 an 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:  

• Respond to client inquiries and assist with ad hoc client-specific projects
• Establish, maintain, and update files, databases, records, and/or other documents using firm systems
• Proactively facilitate and monitor custodial money movement, new account openings, and private investments
• Assist advice team in preparation and follow-up for client portfolio and financial planning meetings
• Prepare financial analysis and reporting including education projections, net worth statements, and asset accumulations
• Coordinate and facilitate with outside professionals on behalf of internal stakeholders and clients
• Support the integration and coordination of work done on behalf of clients by various departments within the organization
• Possess excellent communication and customer service skills
• Be detail-oriented, proactive, adaptable, and committed to ongoing professional development
• Maintain a high level of confidentiality

Knowledge, Skills, and/or Abilities: 

• Strong organizational skills and ability to manage time effectively
• Ability to work independently and in a team environment
• Proficient in Microsoft Office Suite, Salesforce, and Addepar or able to learn these software programs quickly
• Willingness to work overtime as required

Education and/or Experience:   

• Bachelor's degree in Finance, Business, or Accounting preferred
• 1 to 3 years of experience within the financial services industry or comparable experience obtained through internships or education.

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