Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. 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:
The Wealth Planner will assist clients and advisors with financial planning needs, including support related to wills, trusts, estate planning concepts, and overall financial wellness. This is an entry-level role designed to provide foundational experience in wealth planning while working closely with senior advisors and the broader advisory team. The individual will help prepare planning materials, gather client information, conduct basic analysis, and support client meetings, gaining hands-on experience and professional development in a collaborative environment.
Key Responsibilities:
- Support advisors in preparing materials related to wills, trusts, estate planning concepts, and inheritance discussions
- Assist in gathering client information and organizing financial data for planning reports
- Help draft sections of financial planning reports for advisor review, ensuring information is accurate and clearly presented
- Work alongside senior advisors to support development of personalized financial plans and investment recommendations
- Help clients organize and maintain documentation related to beneficiaries, estate planning documents, and trust information
- Participate in client intake and review meetings by collecting notes, updating records, and tracking follow-up items
- Provide educational materials to clients regarding basic estate planning and wealth protection concepts, as directed by advisors
- Monitor client records for updates in family status, assets, or financial goals and communicate changes to the advisory team
- Provide meeting coordination and administrative support during meetings with clients, attorneys, and other estate professionals
- Stay informed of basic trends in estate planning, wealth preservation, and regulatory updates
- Performs other duties as and when needed
Qualifications:
- Bachelor’s degree in finance, economics, business administration, or a related field
- 0-3 years of wealth management experience (other or additional relevant experience will be considered)
- Interest in or understanding of financial planning concepts, estate law, or trust administration
- Organized, detail-oriented, and able to manage and prioritize tasks
- Ability to build rapport and maintain trusting client relationships
- Willingness to pursue relevant education and certifications in estate and tax planning (e.g., JD, CFP, estate planning courses)
- Ability to work effectively in a team environment
- Consistently exhibits personal integrity and professional initiative
- Reliable, follows through on commitments, and takes initiative when facing new challenges
- Excellent written and verbal communication skills
- Collaborative and able to work effectively with others
- Professional appearance and demeanor
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $68,000 – $91,000. 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 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.
Top Skills
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
