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Associate Advisor: Wealth Planning & Client Solutions
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-07-19
Listing for:
Aon
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Wealthspire Advisors is seeking an Advisor Associate to support financial planning and client service for Advisors across the Wealthspire platform. You will assist with data gathering, scenario modeling, plan development, and portfolio implementation, while coordinating with internal teams.
You will engage with clients and their attorneys or accountants as needed, help prepare meetings, and contribute to ongoing financial planning projects.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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