Wealthspire
Aliso Viejo, California
Investment Advisor, Wealth & Retirement
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Apply to Investment Advisor, Wealth & Retirement at WealthspireJob details
- Location
- Aliso Viejo, California
- Work type
- Hybrid
- Compensation
- $70,000 - $110,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
Bachelor's in Finance (required), Series 65 within 90 days, 3+ years financial consulting/wealth management experience, Power Point and CRM experience, strong presentation and client-service skills, ability to travel 40-50%.
What you'll do at Wealthspire:
- identifying opportunities
- leading meetings
- providing coaching
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