Wealth Planning Associate
WORK180 USA
Wealthspire Advisors is seeking an Advisor Associate to work directly with Advisors to support wealth management and financial planning for clients. This role includes data gathering, scenario building, financial plan development, plan application, and portfolio implementation. Responsibilities include client outreach, creating proposals, updating plans, preparing meeting materials, coordinating with attorneys and accountants, monitoring portfolios, and data consolidation. #J-18808-Ljbffr
Vacancy posted 5 days ago
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