About this role
Associate, Advisor at Wealthspire Advisors. Location: Madison, Wisconsin, United States. Role: supporting advisors, creating proposals, managing portfolios Requirements: Bachelor's degree required; 0-4 years relevant experience; pursuing or completed CFP/CFA/JD; Series 65 required or obtainable within 90 days; strong communication, organization, and financial planning skills. Category: Finance and Accounting Seniority: No Prior Experience Required Certifications: series 65, cfp, cfa, jd Commitment: Full Time Workplace: Onsite Languages: English