AVP, Advisor — Wealth Management Leader
Gamma Phi Omega International
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Wealthspire Advisors is seeking an AVP, Advisor to leverage deep financial expertise and craft tailored investment strategies that align with client goals and regulatory standards. You will lead execution of sophisticated financial plans and nurture enduring client relationships while collaborating with external experts to build comprehensive wealth solutions.
The role offers opportunities for professional development and participation in a strategic firm that prioritizes client outcomes and a
Qualifications
- 4–7 years of wealth management experience or equivalent.
- Proficiency with Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
- Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, or related field.
Responsibilities
- Lead and/or support other advisors in managing client engagements.
- Analyze investment objectives, risk tolerance, net worth, income and experience to determine appropriate client allocations.
- Execute investment and planning activities, including rebalancing, distributions, tax planning, and education funding.
Skills
Education
Tools
Job description
Wealthspire Advisors is seeking an AVP, Advisor to leverage deep financial expertise and craft tailored investment strategies that align with client goals and regulatory standards. You will lead execution of sophisticated financial plans and nurture enduring client relationships while collaborating with external experts to build comprehensive wealth solutions.
The role offers opportunities for professional development and participation in a strategic firm that prioritizes client outcomes and a
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