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- Wealthspire Advisors is a Fee-Only Fiduciary with 20+ locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team.
- The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading and capital markets assumptions, among other areas.
- Provide support to the Chief Investment Officer, the Head of Due Diligence, the Chief Market Strategist and broader Investment Team.
- Support Wealthspire's Outsourced Chief Investment Officer offering with third party Wealth Managers.
- 1-5yrs of relevant experience working in a wealth management capacity, preferably at an RIA.
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