Sr. Associate, Advisor

SRASS011489_1

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. 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.

Summary: Wealthspire Advisors is in search of a Sr Associate Advisor for our West Hartford, CT office. This position will be involved in all aspects of wealth management for clients of the firm. The Sr Associate advisor will work within our client service team, mainly supporting SVPs and other Wealth Advisors, to help provide the highest levels of service to the firm’s clients.

Job Responsibilities

Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etcDevelop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clientsHandle all client matters in a timely and efficient mannerProvide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directedCreate and supply data for reports at the direction of the advisors and directorsDevelop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etcResearch client issues as directed and present dataBe a positive team player who works effectively within an entrepreneurial environmentActively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed

Requirements

2-3 years of relevant experienceCompleted or pursuing the CFP® designationDefinitive interest in wealth management and client serviceProficiency with Envestnet/Tamarac, Microsoft Office products preferredKeen attention to detailAbility to think creativelyAbility to independently manage and prioritize multiple projects

Compensation

Salary, bonus potential, plus standard benefits package including health care and 401(k)Reimbursement program for continuing education, including the CFP® designation

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.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that

career journeys are as unique as individuals themselves, and valuable skills can come in various

forms. We're eager to learn about your unique talents and experiences.

We’re part of NFP, a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.