Company · 11 open roles
Careers at Wealthspire Advisors
Wealthspire Advisors has 11 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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11 positions at Wealthspire Advisors
Associate, Advisor
Wealthspire Advisors·Madison, Wisconsin, United States
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…
AVP, Advisor
Wealthspire Advisors·Seattle, Washington, United States
AVP, Advisor at Wealthspire Advisors. Location: Seattle, Washington, United States. Role: supporting advisors, executing investments, preparing proposals Requirements: 3+ years wealth management experience, CFP or equivalent designation required, proficiency in Microsoft Office a…
Staff Accountant, Family Office
Wealthspire Advisors·Melville, New York, United States
Staff Accountant, Family Office at Wealthspire Advisors. Location: Melville, New York, United States. Role: preparing reports, managing payables, planning cashflow Requirements: Bachelor's in Accounting/Economics/Finance required; 0-2 years related experience; QuickBooks and Micr…
Sr. Accountant, Family Office
Wealthspire Advisors·Melville, New York, United States
Sr. Accountant, Family Office at Wealthspire Advisors. Location: Melville, New York, United States. Role: preparing reports, performing analyses, maintaining payroll Requirements: Bachelors in Accounting/Economics/Finance required, Masters preferred; CPA preferred. 3+ years relat…
AVP, Advisor
Wealthspire Advisors·Potomac, Maryland, United States
AVP, Advisor at Wealthspire Advisors. Location: Potomac, Maryland, United States. Role: managing engagements, executing investments, developing plans Requirements: 5+ years wealth management experience, Bachelor's degree preferred, proficiency in Microsoft Office; CRM and portfol…
AVP, Advisor
Wealthspire Advisors·New York, New York, United States
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/po…
AVP, Advisor
Wealthspire Advisors·West Hartford, Connecticut, United States
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…
Associate, Advisor
Wealthspire Advisors·Madison, Wisconsin, United States
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 require…
AVP, Advisor
Wealthspire Advisors·Potomac, Maryland, United States
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; stro…
Sr. Accountant, Family Office
Wealthspire Advisors·Melville or Boca Raton or New York City or United States or Canada or United Kingdom
Sr. Accountant, Family Office at Wealthspire Advisors. Location: Melville or Boca Raton or New York City or United States or Canada or United Kingdom. Role: maintaining records, preparing reports, overseeing billpay Requirements: Bachelor's in Accounting/Economics/Finance require…
Staff Accountant, Family Office
Wealthspire Advisors·Melville, New York, United States
Staff Accountant, Family Office at Wealthspire Advisors. Location: Melville, New York, United States. Role: preparing reports, overseeing billpay, performing analyses Requirements: Bachelor's in Accounting/Economics/Finance required, CPA preferred; 0-2 years related experience; e…