Job summary
Job post source
This job is directly from Wealthspire Advisors.
Job overview
The Advisor Associate role at Wealthspire Advisors supports financial advisors by assisting with wealth management and financial planning to help clients achieve their financial goals.
Responsibilities and impact
The role involves supporting advisors in financial planning, client communication, proposal creation, financial plan updates, meeting preparation and follow-up, liaising with client professionals, portfolio monitoring and rebalancing, data consolidation, and special projects.
Compensation and benefits
The position offers a competitive salary range of $70,000 to $91,000, PTO, paid holidays, 401(k) with match, health and wellness programs, exclusive discounts, and potential performance-based incentives.
Experience and skills
Candidates should have 1-4 years of relevant experience, be pursuing or completed CFP®, CFA, or JD, hold a bachelor's degree preferably in finance-related fields, possess strong organizational, communication, and collaborative skills, and must obtain Series 65 within 90 days if not already held.
Work environment and culture
Wealthspire Advisors emphasizes a PeopleFirst culture focused on building lifelong employee relationships and is part of NFP, a recognized Best Places to Work award winner with a consultative and people-first approach.
Company information
Wealthspire Advisors is an independent registered investment advisory firm based in New York City with $29 billion AUM, over 300 employees, and 24 offices in 13 states, committed to a fiduciary business model and comprehensive client financial strategies.
Job location and travel
The company operates from 24 offices across 13 states, but specific job location details are not provided.
Unique job features
The job offers the opportunity to work closely with financial advisors on comprehensive wealth management and financial planning, with exposure to client interactions and portfolio management.
Company overview
Wealthspire Advisors is a financial advisory firm that provides comprehensive wealth management services, including investment management, financial planning, and estate planning. They generate revenue through advisory fees based on a percentage of assets under management. The company has a history of mergers and acquisitions, notably merging with Sontag Advisory in 2019, which expanded their footprint and service offerings. Wealthspire Advisors is known for its client-centric approach, leveraging a team of experienced advisors to deliver personalized financial solutions.
How to land this job
Position your resume to emphasize your experience supporting financial advisors, including tasks like data gathering, financial plan development, and portfolio monitoring, which are key responsibilities for the Advisor Associate role at Wealthspire Advisors.
Highlight your educational background and any progress toward or completion of certifications such as CFP®, CFA, or Series 65, as these credentials align closely with the job's qualifications.
Apply through multiple channels including Wealthspire Advisors' corporate careers page and LinkedIn to maximize your application visibility and ensure you don't miss opportunities.
Connect with current employees in Wealth Management or the Advisor Associate division on LinkedIn; start conversations by complimenting recent company achievements or asking about day-to-day challenges in the role to break the ice.
Optimize your resume for ATS by incorporating keywords such as 'financial planning,' 'portfolio implementation,' 'client communication,' 'CFP,' and 'Series 65' to improve your chances of passing automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms and identify relevant LinkedIn contacts, allowing you to focus your energy on networking and interview preparation.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.