AVP- Wealth Advisor

AVPAD011376_6

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please 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 engagementsDetermine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledgeExecute 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 clientsMonitor client investments, review performance, and suggest changes to client portfolios as appropriatePrepare for and attend client meetings and manage and/or complete all meeting follow-up activitiesCreate proposals for prospective clientsCoordinate with clients’ attorneys, accountants, and other professionals as neededDevelop 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, etcPursue professional development opportunities to include additional licenses and/or designations, and actively participate in internal and external training sessions and networking events

Requirements

Minimum 4-7 years of wealth management experience (other or additional experience will be considered)Ability to independently manage and prioritize multiple projectsOrganized, detail-oriented, and able to effectively manage task listsExcellent written and verbal communication skillsFlexible team player who is highly adaptable to change and open to new ideasAbility to think creativelyReliable, follows through on commitmentsPersonal integrity and professional initiativePrevious supervisory experience managing teams is a plusStrong problem-solving and influence/consensus-building skillsStrong communication and organizational skillsAbility to work through questions and concerns collaborativelyProficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plusBachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire 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 statusCulture 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 interactionsInclusive 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 Offer

NFP 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.