Wealthspire Advisors
About Company
Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations across the East Coast, West Coast, Midwest, and Mid-Atlantic regions. They specialize in providing exceptional service to clients, combining tailored portfolios with personalized financial plans and dedicated service teams. Their goal is to simplify clients’ financial lives and help them achieve their aspirations. They emphasize a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, they benefit from extensive corporate resources and business partnerships. This Client Service Associate position supports their wealth management division, not their insurance or retirement divisions.
