Wealthspire
Melville, New York
VP, Business Development
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Or apply on Wealthspire's site yourselfJob details
- Location
- Melville, New York
- Work type
- Onsite
- Posted
- Jul 29, 2026
- Apply on
- jobs.aon.com
About this role
CFP required, minimum 5 years wealth management experience, bachelor's preferred. Strong communication, project prioritization, Microsoft Office proficiency; CRM/portfolio/financial planning software familiarity preferred.
What you'll do at Wealthspire:
- leading engagements
- advising clients
- managing portfolios
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