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Emerging Wealth Planning Associate
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-07-18
Listing for:
NFP Corp
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Wealthspire Advisors is seeking an Advisor Associate to assist Advisors with wealth management and financial planning for clients across the U.S. This role involves data gathering, case design, scenario building, plan development, plan application, and portfolio implementation.
You will initiate client calls, prepare materials for meetings, and coordinate with attorneys and accountants as needed, while helping monitor and rebalance portfolios and support special projects.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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