{"schemaVersion":"jobsearcher.job.v1","id":"f277f57dd00a3bb1e5236a2e","url":"https://jobsearcher.com/jobs/f277f57dd00a3bb1e5236a2e","canonicalUrl":"https://jobsearcher.com/jobs/f277f57dd00a3bb1e5236a2e","title":"Wealth Planning Associate","description":"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.\nThe Associate Advisor functions as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience.\n\n#J-18808-Ljbffr","company":"NFP","rawCompany":"nfp","city":"Florida","state":"NY","isRemote":false,"isActive":false,"createdAt":"2026-09-29T03:35:39.938Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523910","title":"Miscellaneous Intermediation","slug":"miscellaneous-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Wealth Planning Associate","description":"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.\nThe Associate Advisor functions as a key client liaison, helping address account and portfolio inquiries while ensuring a superior client experience.\n\n#J-18808-Ljbffr","datePosted":"2026-09-29T03:35:39.938Z","dateModified":"2026-09-29T03:35:39.938Z","hiringOrganization":{"@type":"Organization","name":"NFP","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Florida","addressRegion":"NY","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"f277f57dd00a3bb1e5236a2e"},"url":"https://jobsearcher.com/jobs/f277f57dd00a3bb1e5236a2e"}}