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Wealth Management Associate
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Full-time
- 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.
- GM Advisory Group (GMAG) is an independent Registered Investment Advisor seeking a detail-oriented Wealth Management Associate to support its Client Service Team and Private Wealth Advisors.
- The successful candidate will provide exceptional customer service to high and ultra-high net worth clientele and assist in delivering financial planning and wealth management services.
- GMAG is committed to the development and career advancement of its team members, and eligible employees may be required to pursue designations such as the FPQP, CFP, CFA, and CPA. This role can be the starting point of a career path including roles as a paraplanner, client relationship manager, or advisor.
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