AVP, Advisor

Wealthspire; West Hartford (CT); On-site; USD 88,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Health benefits

Paid time off

Company holidays

Discount programs

Job summary

Wealthspire is seeking an AVP, Advisor to lead and support client engagements, craft tailored investment strategies, and supervise advisory teams.

You will collaborate with external experts, develop comprehensive wealth solutions, and contribute to firm-wide strategic initiatives while advancing your licenses and professional growth.

Qualifications

• 4–7 years of wealth management experience
• Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related field
• Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus
• Ability to independently manage and prioritize multiple projects
• Organized, detail-oriented, and able to manage task lists
• Excellent written and verbal communication skills

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Determine appropriate client allocations through analysis of objectives, risk tolerance, net worth, income, and experience.
• Execute investment and planning activities (rebalance portfolios, transfers, tax planning, etc.).
• Service client accounts with administrative tasks and reporting.
• Initiate and field client inquiries on portfolios and planning items.
• Develop client financial plans using planning software and present results.
• Monitor investments and suggest changes to portfolios.
• Prepare for and attend client meetings and follow-up actions.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants, and other professionals.
• Develop knowledge of estate, income tax planning, insurance, education funding, charitable strategies.
• Pursue professional development and licenses/designations.

Skills

Wealth management

Client advisory

Financial planning

CRM software

Microsoft Office

Team leadership

Education

Bachelor’s degree or higher

Tools

Portfolio management software

Financial planning software

CRM

Job description

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.

Posting Description

With over 1,200 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.

AVP, Advisor

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.

What We Offer

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

The base salary range for this position is $88,000 – $120,000. 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.

#Wealthspire

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