Wealthspire
Los Angeles, California
SVP, Advisor
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Apply to SVP, Advisor at WealthspireJob details
- Location
- Los Angeles, California
- Work type
- Hybrid
- Compensation
- $170,000 - $200,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
Bachelor's degree or equivalent experience, 10+ years in wealth management, CFP/CFA preferred, strong communication and organizational skills, proficiency in Microsoft Office, CRM, portfolio management and financial planning tools.
What you'll do at Wealthspire:
- managing relationships
- analyzing investments
- preparing plans
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