Financial Planning & Advisory Associate
$60k - $70kWealthspire
Wealthspire is seeking an Advisor Associate in Madison, WI, to assist Advisors with their clients' wealth management needs. This role includes supporting financial planning, preparing client meeting materials, and managing client follow-up activities. The ideal candidate will have a bachelor's degree, relevant experience, and exhibit strong communication skills. Wealthspire offers a competitive salary between $60,000 and $70,000 alongside other benefits, focusing on a PeopleFirst culture. #J-18808-Ljbffr
Vacancy posted 1 day ago
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