About this role
Associate, Advisor at Wealthspire Advisors. Location: Madison, Wisconsin, United States. Role: supporting advisors, developing plans, monitoring portfolios Requirements: 0-4 years relevant experience; bachelor's degree preferred or required; pursuing or completed CFP®, CFA, or JD; Series 65 or able to complete within 90 days; organized, detail-oriented, strong communication and initiative. Category: Finance and Accounting Seniority: No Prior Experience Required Certifications: cfp, cfa, jd, series 65 Commitment: Full Time Workplace: Hybrid Languages: English