Wealthspire Advisors
Beachwood, Ohio
SVP, Advisor
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Apply to SVP, Advisor at Wealthspire AdvisorsJob details
- Location
- Beachwood, Ohio
- Work type
- Hybrid
- Compensation
- $120,000 - $260,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
10+ years wealth management experience, CFP preferred, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, leadership and client relationship skills.
What you'll do at Wealthspire Advisors:
- managing engagements
- executing investments
- servicing accounts
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