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Wealthspire · 4 days ago

Wealth Advisor Success Associate

Potomac, MD

Full-time

Onsite

Mid Level

$85K/yr - $105K/yr

3+ years exp

Wealthspire is a leading wealth management and retirement advisory firm, and they are seeking a Wealth Advisor Success Associate to support their advisor network and strategic initiatives. This role involves project support, communication, and resource management to help advisors succeed in their businesses.

Financial Services

Hiring Manager

Sara Burns

Responsibilities

Provide dedicated support to the Head of Advisor Success and the team to facilitate strategic planning, high-level decision-making, and firmwide initiatives

Assist in the execution of key projects to drive the expansion and success of the firm’s advisor network, including business development campaigns and growth strategies

Collaborate with Advisor Success, Marketing, and other teams to design, manage, and maintain dashboards, reporting tools, and scorecards that help identify growth opportunities, assess advisor capacity, and inform staffing and recruiting needs

Prepare and coordinate materials for regional and firmwide meetings

Draft, coordinate, and distribute advisor communications such as newsletters, meeting agendas, and other firmwide updates

Maintain and enhance the Advisor Library and related intranet resources, creating new sites or pages to support knowledge sharing

Coordinate advisor surveys, consolidate responses, and prepare summary reports to inform decision-making and highlight actionable insights

Schedule and organize internal meetings, track follow-up items, and ensure timely resolution and clear communication of next steps

Assist in developing and curating practice management resources, including best practices, playbooks, and toolkits to help advisors optimize their businesses

Maintain and regularly update a centralized library of practice-management tools, templates, and case studies

Help design and implement training sessions and curriculum to support advisor professional growth and the advisor career track

Assist in developing learning experiences for summer interns in the advisor program

Coordinate affiliation groups and other advisor community initiatives to strengthen connectivity and knowledge-sharing

Qualification

CFP® certificationWealth management experienceMicrosoft Office proficiencyCRM experienceProject management skillsCommunication skillsInterpersonal skillsAttention to detailSelf-starter

Required

Bachelors' degree or higher from an accredited university; major in financial planning, business, or finance preferred

Minimum of three years of wealth management or related experience (other or additional experience will be considered)

Proven experience in a similar role within financial services or advisory industry

Strong self-reliance, initiative, and commitment to following through on tasks, self-starter when it comes to new challenges

Outstanding organizational, project and time management skills

Excellent communication and interpersonal skills

Ability to thrive both independently and collaboratively in a fast-paced environment

High attention to detail

Proficiency in Microsoft Office, and experience with any CRM, portfolio management, and financial planning tools

Preferred

CFP® (Certified Financial Planner) or other wealth management designation highly preferred

Benefits

Paid time off and holidays

A 401(k) plan with company match

Exclusive discount programs

Robust health and wellness benefits

Company

Wealthspire

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.

Founded in 1995

New York, New York, USA

1001-5000 employees