VP, Wealth Advisor

Overview

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm connects 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

Summary: 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.

• 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

• Minimum 7 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

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…