Wealth Planning Associate

Wealthspire is seeking an Associate Advisor to support Advisors in delivering detailed financial planning and wealth management services to clients. This role collaborates with clients and internal teams to prepare financial plans, formulate investment recommendations, arrange client meetings, and manage follow-up activities. The Associate Advisor functions as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience. #J-18808-Ljbffr