About this role
Associate, Advisor at Wealthspire. Location: New York, New York, United States. Role: supporting advisors, creating proposals, monitoring portfolios Requirements: 1–4 years relevant experience; completed or pursuing CFP®, CFA, or JD; Series 65 strongly preferred (or able to obtain within 90 days); Bachelor’s degree in related field; organized, detail-oriented, strong communicator. Category: Finance and Accounting Seniority: Entry Level Certifications: cfp, cfa, jd, series 65 Commitment: Full Time Workplace: Hybrid Languages: English