AVP, Wealth Advisor
NFPMaryland, United States
Posted October 2, 2025
100000 - 125000 USD year
Full Time
About the Company
Wealthspire is a leading wealth management firm built on a straightforward idea: clients deserve an advisor as motivated as they are to achieve their financial aspirations.
Job Description
Wealthspire is a leading wealth management firm seeking an AVP, Wealth Advisor to craft tailored investment strategies and lead client engagements. The ideal candidate will have 5+ years of wealth management experience and proficiency in Microsoft Office.
Requirements
- Minimum 5+ years of wealth management experience
- Proficiency in Microsoft Office
- Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law or related experience
Benefits
- Competitive salary
- Paid time off and holidays
- 401(k) plan with company match
- Exclusive discount programs
- Robust health and wellness benefits