Associate Advisor ( Wealth Management)

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

Wealthspire is seeking a detail-oriented 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.

Key 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

Requirements

• 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.
• 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 GMAG is committed to the development and career advancement of its team members, and eligible employees may be required to pursue designations such as the FPQP, CFP, CFA, and CPA. This role can be the starting point of a career path including roles as a paraplanner, client relationship manager, or advisor.

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. The base salary range for this position is $50,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.