Associate, Advisor
Not Disclosed•Full-TimeOn-site
location_on1041, East Knapp Street, Juneautown, Downtown, Milwaukee, Milwaukee County, Wisconsin, 53202, United States
Who We Are
Founded in 1995, Wealthspire Advisors 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.
About the Role
Our Advisor Associates work directly with Advisors to assist with the wealth management and financial planning needs of clients. This position serves as a vital support system, enabling Advisors to focus on high-level strategy while ensuring comprehensive client care. You will be the bridge between complex financial data and actionable client solutions, handling everything from data gathering and scenario building to portfolio implementation and client meeting follow-ups.
Why Join Us
NFP, an Aon company, and Wealthspire Advisors are proud to foster a "PeopleFirst" culture that focuses on building and nurturing lifelong relationships with our employees. We exist to be there for others, recognizing that career journeys are as unique as the individuals themselves. We are eager to learn about your unique talents and experiences, even if you don't meet every single qualification on the list.
Equal Opportunity
NFP, an Aon company, and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Work location
Work model: On-site
1041, East Knapp Street, Juneautown, Downtown, Milwaukee, Milwaukee County, Wisconsin, 53202, United States
Milwaukee, Wisconsin
Key Responsibilities
- check_circleProvide support to Advisors in all areas of financial planning
Similar Job Opportunities
Skills, education and keywords
Skills: CFP, Cfa, JD, Series 65.
Education: Bachelor's degree or higher in financial planning, business, accounting, finance, economics, or law preferred.
Frequently asked questions about Associate, Advisor at NFP, an Aon company
What does a Associate, Advisor at NFP, an Aon company do?expand_more
In this Associate, Advisor at NFP, an Aon company role, you will provide support to advisors in all areas of financial planning; create proposals for prospective clients; create and update financial plans for clients; and attend client meetings and manage follow-up activities.
What are the requirements for this Associate, Advisor role?expand_more
NFP, an Aon company is looking for candidates who meet the following requirements: 0-4 years of relevant experience; Completed or pursuing CFP, CFA or JD; Bachelors degree or higher from an accredited university; and Series 65 or able to successfully complete within 90 days of employment.
Where is the Associate, Advisor role at NFP, an Aon company located?expand_more
Associate, Advisor at NFP, an Aon company is based in 1041, East Knapp Street, Juneautown, Downtown, Milwaukee, Milwaukee County, Wisconsin, 53202, United States. This is a on-site role.