Wealth Planning Associate — Client Solutions & Growth
Job in
Reston, Fairfax County, Virginia, 22090, USA
Listed on 2026-08-07
Listing for:
Aon
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Wealthspire Advisors is seeking an Advisor Associate to support financial planning and wealth management for clients across the U.S. This role involves data gathering, scenario building, financial plan development, and portfolio implementation alongside our Advisors.
Responsibilities include preparing materials for client meetings, coordinating with internal teams, and maintaining client data. A background in finance and pursuit of CFP, CFA, or JD is preferred; strong communication and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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