Associate, Advisor - Denver, CO
1 month ago

Job summary
Wealthspire Advisors es una firma independiente de asesoramiento financiero con sede en Nueva York que busca un asociado para apoyar a los consejeros en la planificación financiera.+
Responsibilities
- Apoyo a los consejeros en todas las áreas de planificación financiera.
- Iniciar y manejar llamadas con clientes sobre estrategias, preguntas específicas sobre cuentas, etc.
Qualifications
- Cumplir con experiencia relevante entre 1-4 años.
Job description
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