Wealth Planning Associate & Advisor

Aon plc

Wealthspire Advisors seeks an Advisor Associate to work directly with Advisors, gathering data, designing financial plans, building scenarios, and implementing client portfolios. You’ll support meetings, prepare proposals, and coordinate with attorneys and accountants as needed. Ideal candidates have up to 4 years of relevant experience, with CFP/CFA/JD credentials pursued, and a strong emphasis on accuracy, organization, and teamwork within a collaborative environment. #J-18808-Ljbffr Aon plc

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Vacancy posted 3 days ago

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