Mar 18, 2026
NFP
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary:
The Wealth Planner will assist clients and advisors with financial planning needs, including support related to wills, trusts, estate planning concepts, and overall financial wellness. This is an entry-level role designed to provide foundational experience in wealth planning while working closely with senior advisors and...
Professional Diversity Network
New York, NY, USA
Full-Time
