About the Company:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
Position Overview: Wealthspire is seeking a Wealth Advisor at the SVP level to work closely with the Ground Control team. This role will be based in the Ground Control’s Century City, Los Angeles office. The successful candidate will function as a trusted investment resource, partnering with the Ground Control team to address client needs and inquiries. As part of Wealthspire’s infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.
Key Responsibilities:
- Partner closely with the Ground Control Managing Directors to assist in managing and servicing client relationships and engagements on an ongoing basis.
- Analyze client investment objectives, risk tolerance, net worth, income, and investment experience to determine appropriate account structures and asset allocations.
- Execute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis.
- Monitor client portfolios, review investment performance, and recommend adjustments in alignment with client goals and market conditions.
- Manage and respond to ad hoc inbound client inquiries related to investment opportunities; conduct research and coordinate with external advisors or subject-matter experts as required.
- Actively service client accounts by performing and coordinating administrative functions, including account and asset transfers, transaction processing, performance reporting, and completion of required documentation.