Wealthspire Advisors
Madison, Wisconsin
Wealth Planner
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Apply to Wealth Planner at Wealthspire AdvisorsJob details
- Location
- Madison, Wisconsin
- Work type
- Onsite
- Compensation
- $120,000 - $150,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
Strong planning foundation; CFP, JD, or CPA preferred. Attention to detail, interest in UHNW planning, strong organizational and communication skills, and ability to manage complex financial and estate information.
What you'll do at Wealthspire Advisors:
- developing plans
- gathering data
- supporting advisors
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