Wealthspire
San Rafael, California
Sr. Associate, Advisor
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Apply to Sr. Associate, Advisor at WealthspireJob details
- Location
- San Rafael, California
- Work type
- Hybrid
- Compensation
- $85,000 - $110,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
3-6 years relevant experience, bachelor's degree required, completed or willing to pursue CFP®/Series 65, strong organization, communication, and financial planning knowledge.
What you'll do at Wealthspire:
- creating plans
- calculating rmds
- servicing clients
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