Wealthspire Advisors
Join to apply for the
AVP, Wealth Advisor
role at
Wealthspire Advisors 6 days ago Be among the first 25 applicants Join to apply for the
AVP, Wealth Advisor
role at
Wealthspire Advisors Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $25B in AUM. We have more than 350 employees serving clients from 24 offices in 13 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. AVP00013603_1
Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $25B in AUM. We have more than 350 employees serving clients from 24 offices in 13 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.
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.
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 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 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
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.
We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer
We're 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 $88,000 – $110,000. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance Industries Insurance Referrals increase your chances of interviewing at Wealthspire Advisors by 2x Get notified about new Vice President Financial Services jobs in
West Hartford, CT . Vice President of Finance - full-time - 1st shift - Mon-Fri
VP, Middle & Large Business Data Science & AI
Springfield, Massachusetts Metropolitan Area 1 week ago VP, Financial Crimes Investigations & Fraud Intelligence Unit
Springfield, MA $135,000.00-$155,000.00 4 days ago West Hartford, CT $88,000.00-$110,000.00 1 week ago East Hartford, CT $110,000.00-$130,000.00 6 days ago VP of Finance/CFO - Achieve Financial Credit Union
VP, Business Process Management – Service
Hartford, CT $191,000.00-$307,900.00 6 days ago VP, Business Process Management – New & Renewal
Hartford, CT $191,000.00-$307,900.00 6 days ago RVP of Data Platform Sales, NACI Financial Services and Insurance
Connecticut, United States $122,200.00-$270,800.00 14 hours ago Vice President, Infrastructure Operations & Services
Hartford, CT $190,000.00-$205,000.00 2 weeks ago Senior Regional Director, Wealth Management
Hartford County, CT $120,000.00-$300,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
AVP, Wealth Advisor
role at
Wealthspire Advisors 6 days ago Be among the first 25 applicants Join to apply for the
AVP, Wealth Advisor
role at
Wealthspire Advisors Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $25B in AUM. We have more than 350 employees serving clients from 24 offices in 13 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. AVP00013603_1
Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $25B in AUM. We have more than 350 employees serving clients from 24 offices in 13 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.
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.
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 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 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
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.
We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer
We're 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 $88,000 – $110,000. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance Industries Insurance Referrals increase your chances of interviewing at Wealthspire Advisors by 2x Get notified about new Vice President Financial Services jobs in
West Hartford, CT . Vice President of Finance - full-time - 1st shift - Mon-Fri
VP, Middle & Large Business Data Science & AI
Springfield, Massachusetts Metropolitan Area 1 week ago VP, Financial Crimes Investigations & Fraud Intelligence Unit
Springfield, MA $135,000.00-$155,000.00 4 days ago West Hartford, CT $88,000.00-$110,000.00 1 week ago East Hartford, CT $110,000.00-$130,000.00 6 days ago VP of Finance/CFO - Achieve Financial Credit Union
VP, Business Process Management – Service
Hartford, CT $191,000.00-$307,900.00 6 days ago VP, Business Process Management – New & Renewal
Hartford, CT $191,000.00-$307,900.00 6 days ago RVP of Data Platform Sales, NACI Financial Services and Insurance
Connecticut, United States $122,200.00-$270,800.00 14 hours ago Vice President, Infrastructure Operations & Services
Hartford, CT $190,000.00-$205,000.00 2 weeks ago Senior Regional Director, Wealth Management
Hartford County, CT $120,000.00-$300,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr