Wealthspire Advisors aims to create a workplace in which advisors and staff can be exceptional.
We value disciplined and principled individuals who know how to put their expertise to work for clients and who know how to collaborate within a team environment. Here are a few things that set our workplace apart:
A defined career paths and goals.
We offer defined growth paths for all positions and make expectations clear to encourage professional growth and development for all our employees
We value your designations.
We employ a staff holding 16 professional designations, and with a percentage of CFP® professionals far above industry average¹. We encourage our team to pursue these professional opportunities and leverage the exceptional expertise they hold on behalf of their clients.