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Senior Wealth Advisor & Strategy Lead

$80k - $115k

Wealthspire

Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial plans, and monitoring client investments to ensure optimal outcomes. The ideal candidate will have over 5 years of wealth management experience and a bachelor's degree in a related field, alongside a CFP designation. The position offers a competitive salary between $80,000 and $115,000 plus incentives, professional growth opportunities, and comprehensive benefits. #J-18808-Ljbffr Wealthspire

Vacancy posted 11 hours ago
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