Associate, Advisor
NFPDenver, Colorado, United States
Posted May 22, 2025
60000 - 70000 USD year
Full Time
About the Company
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
Job Description
Wealthspire is a leading wealth management, retirement advisory, and business management firm seeking an Associate, Advisor to provide support to Advisors in all areas of financial planning.
Requirements
- One to four years of relevant experience
- Completed or pursuing CFP®, CFA or JD
- Series 65 strongly preferred or able to successfully complete within 90 days of employment
- Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
- Excellent written and verbal communication
- Collaborative and able to work effectively with others
Benefits
- Competitive salary
- Paid time off and holidays
- 401(k) plan with company match
- Exclusive discount programs
- Robust health and wellness benefits