Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary: Wealthspire Advisors is in search of a Sr Associate Advisor for our West Hartford, CT office. This position will be involved in all aspects of wealth management for clients of the firm. The Sr Associate advisor will work within our client service team, mainly supporting SVPs and other Wealth Advisors, to help provide the highest levels of service to the firm’s clients.
Job Responsibilities:
Requirements:
Compensation:
Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a
fundamental asset. Research substantiates that diverse teams are not only more innovative but
also make more informed decisions, leading to increased employee engagement and client
satisfaction.
based on qualifications, merit, and business needs. We do not discriminate on the basis of
race, religion, color, gender, age, national origin, sexual orientation, marital status,
veteran status, or disability status.
existing culture, we prioritize those who will add new dimensions to it. We welcome
individuals who bring unique perspectives, experiences, and skills that enrich our team
and client interactions.
environment where every employee feels empowered and included. Our commitment to
diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that
career journeys are as unique as individuals themselves, and valuable skills can come in various
forms. We're eager to learn about your unique talents and experiences.
We’re part of NFP, a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
What We Offer
NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
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