Who We AreWealthspire 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. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.Summary: As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive.Essential Duties and Responsibilities:
- Lead and/or support other advisors in the management of client engagements.
- Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
- Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
- Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
- Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
- Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
- Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
- Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
- Create proposals for prospective clients.
- Coordinate with clients' attorneys, accountants, and other professionals as needed.
- Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
- Pursue professional development opportunities to include additional licenses and/or designations, and actively participate in internal and external training sessions and networking events.
Knowledge, Skills, and/or Abilities:
- Ability to independently manage and prioritize multiple projects.
- Organized, detail-oriented, and able to effectively manage task lists.
- Excellent written and verbal communication skills.
- Flexible team player who is highly adaptable to change and open to new ideas.
- Ability to think creatively.
- Reliable, follows through on commitments.
- Personal integrity and professional initiative.
- Previous supervisory experience managing teams is a plus.
- Strong problem-solving and influence/consensus-building skills.
- Strong communication and organizational skills.
- Ability to work through questions and concerns collaboratively
Education and/or Experience:
- Minimum 4-7 years of wealth management experience (other or additional experience will be considered).
- Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
- Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
Diversity, Equity, Inclusion, and Belonging at WealthspireWealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
- Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
- Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
- Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.What We OfferNFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $100,000 - $140,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP and You... Better Together!NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.