Wealthspire Advisors
VP, Wealth Advisor
Wealthspire Advisors - Melville, New York, us, 11775
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Overview
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VP, Wealth Advisor
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VP, Wealth Advisor
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Wealthspire Advisors Get AI-powered advice on this job and more exclusive features. Who We Are
Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. This CSA will support our wealth management division (not our insurance or retirement divisions). VPWEA013895_1
Who We Are
Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. This CSA will support our wealth management division (not our insurance or retirement divisions).
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.
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
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 status Culture 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 interactions Inclusive 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, an Aon company, 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 $117,000 –$163,000. 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 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 Sign in to set job alerts for “Wealth Management Advisor” roles.
New York, NY $225,000.00-$255,000.00 1 month ago Jamaica, NY $170,000.00-$190,000.00 1 week ago Roosevelt, NY $240,000.00-$280,000.00 1 day ago Brentwood, NY $120,000.00-$200,000.00 5 days ago Westbury, NY $240,000.00-$280,000.00 1 day ago Stamford, CT $150,000.00-$200,000.00 1 week ago Brentwood, NY $150,000.00-$170,000.00 3 weeks ago Mineola, NY $250,000.00-$275,000.00 2 days ago Head of Financial Reporting - Private Equity
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VP, Wealth Advisor
role at
Wealthspire Advisors 1 day ago Be among the first 25 applicants Join to apply for the
VP, Wealth Advisor
role at
Wealthspire Advisors Get AI-powered advice on this job and more exclusive features. Who We Are
Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. This CSA will support our wealth management division (not our insurance or retirement divisions). VPWEA013895_1
Who We Are
Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. This CSA will support our wealth management division (not our insurance or retirement divisions).
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.
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
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 status Culture 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 interactions Inclusive 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, an Aon company, 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 $117,000 –$163,000. 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 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 Sign in to set job alerts for “Wealth Management Advisor” roles.
New York, NY $225,000.00-$255,000.00 1 month ago Jamaica, NY $170,000.00-$190,000.00 1 week ago Roosevelt, NY $240,000.00-$280,000.00 1 day ago Brentwood, NY $120,000.00-$200,000.00 5 days ago Westbury, NY $240,000.00-$280,000.00 1 day ago Stamford, CT $150,000.00-$200,000.00 1 week ago Brentwood, NY $150,000.00-$170,000.00 3 weeks ago Mineola, NY $250,000.00-$275,000.00 2 days ago Head of Financial Reporting - Private Equity
Greenwich, CT $200,000.00-$250,000.00 5 days ago Queens, NY $145,000.00-$150,000.00 2 days ago Bohemia, NY $200,000.00-$275,000.00 1 week ago White Plains, NY $175,000.00-$225,000.00 3 weeks ago Director of Financial Leadership (50-100% position)
Head of Private Credit and Alternative Investments
Queens, NY $180,000.00-$225,000.00 1 day ago Melville, NY $90,000.00-$105,000.00 1 month ago Norwalk, CT $140,000.00-$160,000.00 1 week ago Port Chester, NY $100,000.00-$180,000.00 1 week ago West Babylon, NY $140,000.00-$160,000.00 2 days 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