Who We Are:
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 1,400 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.
For more information, visit www.wealthspire.com.
JOB DESCRIPTION
Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families.
JOB 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.
REQUIREMENTS
- Minimum 5 years of wealth management experience (other or additional experience will be considered).
- CFP designation required.
- 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
- 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.
REQUIRED: Strategic Consulting - Expert; Client Relationship Management - Advanced; Customer Relationship Management (CRM) - Expert; Market Research - Advanced; Meeting Facilitation - Advanced; Portfolio Management - Advanced; Project Management - Advanced; Quality of Service (QoS) - Advanced
OPTIONAL: Sales - Expert; Business Development - Intermediate; Financial Services - Experienced; Investment Management - Experienced; Investments - Experienced; Process Improvements - Advanced; Risk Management - Experienced
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $126,000 –$154,000. 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.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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