Wealth Planning Associate
Aon plc
Wealthspire Advisors seeks an Advisor Associate to work directly with Advisors, assisting with wealth management and financial planning for clients across the U.S., Canada, and U.K. You will gather data, design scenarios, develop financial plans, apply plans, and help with portfolio implementation. Responsibilities include calling clients, creating proposals, preparing meeting materials, and coordinating with attorneys and accountants as needed. #J-18808-Ljbffr
Vacancy posted 1 day ago
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