Wealthspire
New York, New York
Associate, Advisor
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Apply to Associate, Advisor at WealthspireJob details
- Location
- New York, New York
- Work type
- Hybrid
- Compensation
- $68,000 - $91,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
1–4 years relevant experience; completed or pursuing CFP®, CFA, or JD; Series 65 strongly preferred (or able to obtain within 90 days); Bachelor’s degree in related field; organized, detail-oriented, strong communicator.
What you'll do at Wealthspire:
- supporting advisors
- creating proposals
- monitoring portfolios
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