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.
Job Summary:
GM Advisory Group (GMAG) is an independent Registered Investment Advisor seeking a detail-oriented Wealth Management Associate to support its Client Service Team and Private Wealth Advisors. The successful candidate will provide exceptional customer service to high and ultra-high net worth clientele and assist in delivering financial planning and wealth management services.
Key Responsibilities:
Requirements:
GMAG is committed to the development and career advancement of its team members, and eligible employees may be required to pursue designations such as the FPQP, CFP, CFA, and CPA. This role can be the starting point of a career path including roles as a paraplanner, client relationship manager, or advisor.
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.
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.
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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