| Company Name: |
NFP Corp. |
| Location: |
Madison, WI |
| Position Type: |
Full Time |
| Post Date: |
10/31/2025 |
| Expire Date: |
03/24/2026 |
| Job Categories: |
Consulting Services, Finance/Economics, Financial Services, Installation, Maintenance, and Repair, Internet/E-Commerce, Law Enforcement, and Security, Other / General, Quality Control, Research & Development, Web Technology |
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Associate, Client Service - Madison, WI
About the Company: 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. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit
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</li><li>Willingness to learn issue resolution techniques</li><li>Interpersonal skills and relationship development abilities</li></ul><br>Operational Excellence <ul><li>Strong organizational, planning, and prioritization skills</li><li>Attention to detail and commitment to delivering quality work</li><li>Ability to handle multiple tasks while maintaining accuracy and meeting deadlines</li><li>Developing problem-solving and decision-making capabilities</li><li>Willingness to build technical proficiency in relevant systems and custodian platforms</li></ul><br>Professional Development <ul><li>Quick learning ability when facing new challenges</li><li>Openness to change and continuous improvement</li><li>Technology orientation and commitment to incorporating best practices</li><li>Proactive approach to seeking feedback and asking questions</li></ul><br>Qualifications: <ul><li>Bachelor's degree preferred, in finance, economics, or related field</li><li>1-3 years of experience in financial services or related field</li><li>Strong computer skills including proficiency with Microsoft Office Suite</li><li>Experience with CRM systems and custodial platforms preferred</li><li>Excellent organizational and time management skills</li><li>Commitment to professional growth and development</li></ul><p><em>This position offers growth opportunities through increasing complexity in operational expertise and plays a vital role in delivering exceptional client service through specialized knowledge.</em></p><p>What We Offer:</p><p>Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $45,000 –$55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p><p><br />Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.</p><img height=1 width=1 border=0 src=https://nfpcorp.contacthr.com/150425538.jpg />
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