About this role
AVP, Advisor at Wealthspire Advisors. Location: Potomac, Maryland, United States. Role: leading engagements, managing investments, preparing proposals Requirements: 5+ years wealth management experience, bachelor's degree preferred, proficiency with Microsoft Office and CRM; strong communication, organizational, and client-service skills; ability to lead client engagements and manage investment planning. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM, portfolio management software, financial planning software Commitment: Full Time Workplace: Onsite Languages: English