Wealthspire
Senior Associate, Advisor at Wealthspire
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.
Job Responsibilities
Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients.
Handle all client matters in a timely and efficient manner.
Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed.
Create and supply data for reports at the direction of the advisors and directors.
Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
Research client issues as directed and present data.
Be a positive team player who works effectively within an entrepreneurial environment.
Actively service client accounts by processing paperwork for accounts, tracking and monitoring account/asset transfers, and processing transaction requests as directed.
Requirements
Minimum 3-10 years of experience.
Definitive interest in wealth management and client service.
Proficiency with Envestnet/Tamarac, Microsoft Office products preferred.
Keen attention to detail.
Ability to think creatively.
Ability to independently manage and prioritize multiple projects.
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.
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 $90,000 to $111,000. 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.
Seniority level Not Applicable
Employment type Full-time
Job function Business Development
Industries Insurance
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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.
Job Responsibilities
Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients.
Handle all client matters in a timely and efficient manner.
Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed.
Create and supply data for reports at the direction of the advisors and directors.
Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
Research client issues as directed and present data.
Be a positive team player who works effectively within an entrepreneurial environment.
Actively service client accounts by processing paperwork for accounts, tracking and monitoring account/asset transfers, and processing transaction requests as directed.
Requirements
Minimum 3-10 years of experience.
Definitive interest in wealth management and client service.
Proficiency with Envestnet/Tamarac, Microsoft Office products preferred.
Keen attention to detail.
Ability to think creatively.
Ability to independently manage and prioritize multiple projects.
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.
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 $90,000 to $111,000. 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.
Seniority level Not Applicable
Employment type Full-time
Job function Business Development
Industries Insurance
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