Wealth Planning Associate - Client-Focused
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-07-17
Listing for:
AON
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Wealthspire Advisors is seeking an Advisor Associate to support Advisors with wealth management, financial planning, data gathering, scenario building, and portfolio implementation.
You will prepare materials for client meetings, coordinate with internal teams, and assist with client data consolidation. 0–4 years experience, CFP/CFA/JD preferred;
Series 65 within 90 days of employment.
Position Requirements
10+ Years
work experience
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