AVP, Wealth Advisor — Client Strategy Leader

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

Benefits offered by this job

401(k) plan with company match

Paid time off

Health and wellness benefits

Job summary

Wealthspire is looking for an AVP, Advisor in West Hartford, Connecticut. This role involves crafting tailored investment strategies and leading the execution of complex financial plans for clients.

You will oversee client relationships, develop financial plans, and work with various financial professionals. With a competitive salary ranging from $88,000 to $120,000, this position is ideal for someone with 4-7 years of wealth management experience.

The firm offers a supportive workplace culture that values continuous growth.

Qualifications

• 4-7 years of wealth management experience required.
• Excellent written and verbal communication skills.
• Ability to manage and prioritize multiple projects.

Responsibilities

• Lead and support advisors in client management.
• Analyze client allocations based on investment objectives.
• Execute investment and planning activities for clients.
• Prepare performance reports and handle administrative tasks.
• Assist in developing client financial plans.

Skills

Wealth management experience

Proficiency in Microsoft Office

CRM software experience

Financial planning software

Strong communication skills

Problem-solving skills

Education

Bachelor’s degree in finance or related field

Job description

Wealthspire is looking for an AVP, Advisor in West Hartford, Connecticut. This role involves crafting tailored investment strategies and leading the execution of complex financial plans for clients.

You will oversee client relationships, develop financial plans, and work with various financial professionals. With a competitive salary ranging from $88,000 to $120,000, this position is ideal for someone with 4-7 years of wealth management experience.

The firm offers a supportive workplace culture that values continuous growth.