Associate, Advisor

NFP•Melville, NY

17d•Onsite

About The Position

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.

Requirements

One to four years of relevant experience.
Completed or pursuing CFP®, CFA or JD.
Series 65 strongly preferred or able to successfully complete within 90 days of employment.
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.

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.