About this role
AVP, Advisor at Wealthspire Advisors. Location: New York, New York, United States. Role: leading engagements, executing investments, developing plans Requirements: Minimum 4 years wealth management experience, Bachelor's degree preferred, proficiency with Microsoft Office, CRM/portfolio/financial planning software, strong communication and organizational skills; supervisory experience a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM, portfolio management software, financial planning software Commitment: Full Time Workplace: Hybrid Languages: English