Who We Are:
Who We Are:
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. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
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.
Qualifications:
- 0-4 years of relevant experience.
- Completed or pursuing CFP®, CFA or JD.
- 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
- Series 65 – or able to successfully complete within 90 days of employment.
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:
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 $60,000 – $70,000. 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.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 0-4 years of relevant experience
- Completed or pursuing CFP, CFA, or JD
- Bachelor's degree or higher from an accredited university
- Preferred majors: financial planning, business, accounting, finance, economics, or law
- Exhibits personal integrity and professional initiative
- Reliable, follows through on commitments, self-starter
- Organized, detail-oriented, able to manage and prioritize tasks
- Commitment to accuracy and 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
NFP, an Aon company Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NFP, an Aon company and has not been reviewed or approved by NFP, an Aon company.
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Healthcare Strength — Medical, dental, and vision coverage is complemented by mental‑health/EAP and wellness offerings, indicating a robust core health package. Recent plan updates and public benefit overviews point to ongoing investment in comprehensive healthcare options.
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Leave & Time Off Breadth — Generous PTO, paid holidays, sick time, bereavement leave, and paid volunteer time are called out alongside flexible/remote work programs that enhance usability. This breadth supports time away for rest, family needs, and community engagement.
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Retirement Support — A 401(k) with company match is a standard element of the package and a meaningful component of total rewards. Defined plan features, including a clear match formula and vesting schedule, signal structured long‑term support.
NFP, an Aon company Insights
What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
