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Job description
Wealthspire Advisors, founded in 1995, is a New York City–based independent registered investment advisory firm. Wealthspire serves ultra-high net-worth multi-generational families, offering wealth management, investment advisory, consulting and ongoing partnership.
Wealthspire seeks a Senior Wealth Strategist to lead estate and tax planning discussions, coordinate with internal and external advisors, and stay current on laws impacting UHNW clients.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.