About this role
AVP, Advisor at Wealthspire Advisors. Location: Potomac, Maryland, United States. Role: managing engagements, executing investments, developing plans Requirements: 5+ years wealth management experience, Bachelor's degree preferred, proficiency in Microsoft Office; CRM and portfolio/financial planning software a plus. Strong communication, organization, and client management skills; supervisory experience a plus. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM, portfolio management software, financial planning software Commitment: Full Time Workplace: Hybrid Languages: English