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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.
Summary:
Wealthspire has a long and successful history of serving ultra-high net-worth multi-generational families. As a Senior Wealth Strategist, this role will join an experienced team in shaping Wealthspire’s approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role pa...
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.
Summary:
Wealthspire has a long and successful history of serving ultra-high net-worth multi-generational families. As a Senior Wealth Strategist, this role will join an experienced team in shaping Wealthspire’s approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role pa...