Remote Wealth & Retirement Investment Advisor
Wealthspire is seeking an Investment Advisor to join our Wealth & Retirement team. The role focuses on pursuing significant new wealth management business opportunities developed while working with plan participants, and delivering group and one-on-one financial planning education.
Remote position offering virtual and onsite coaching; travel 40–50% to service clients. Ideal candidate has 3–5 years in financial consulting, CFP/AFC/ChFC/CRPC or similar credentials, Series 65 within 90 days, and
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