Associate, Advisor (Hiring Immediately)

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 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 tea...

Ready to Apply?

Submit your application today and join our talented team at NFP.