About this role
AVP, Advisor at Wealthspire Advisors. Location: West Hartford, Connecticut, United States. Role: leading engagements, executing investments, servicing accounts Requirements: Minimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM Commitment: Full Time Workplace: Hybrid Languages: English