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Wealth Planning Associate
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-17
Listing for:
Work180
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wealthspire Advisors is seeking an Advisor Associate to work directly with Advisors to support wealth management and financial planning for clients. This role includes data gathering, scenario building, financial plan development, plan application, and portfolio implementation.
Responsibilities include client outreach, creating proposals, updating plans, preparing meeting materials, coordinating with attorneys and accountants, monitoring portfolios, and data consolidation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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