About this role
AVP, Advisor at Wealthspire Advisors. Location: Seattle, Washington, United States. Role: supporting advisors, executing investments, preparing proposals Requirements: 3+ years wealth management experience, CFP or equivalent designation required, proficiency in Microsoft Office and financial software, bachelor’s degree preferred, strong communication and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM, portfolio management software, financial planning software Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English