AVP, Wealth Management: Lead Client Strategy

Kappaalphapsi1911; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) plan with company match

Health & wellness benefits

Paid time off

Job summary

Wealthspire is a leading wealth management, retirement advisory, and business management firm providing tailored investment strategies and comprehensive wealth solutions. Based in New York, the AVP, Advisor role focuses on delivering sophisticated financial plans while nurturing enduring client relationships.

You will collaborate with external experts, lead advisory initiatives, and contribute to strategic growth.

Qualifications

• 4–7 years of wealth management experience.
• Proficiency in Microsoft Office; CRM, portfolio management and financial planning software are a plus.
• Bachelor’s degree or higher in a related field preferred.

Responsibilities

• Lead and/or support other advisors in managing client engagements.
• Determine appropriate client allocations through objective analysis.
• Execute investment and planning activities including rebalancing and tax planning.
• Provide client service and handle administrative tasks and paperwork.
• Initiate and field client calls on topics like portfolios and planning items.
• Develop client financial plans using planning software and present results.
• Monitor investments, review performance, and suggest changes.
• Prepare for and attend client meetings and complete follow-up tasks.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants, and other professionals.
• Develop knowledge of planning concepts and pursue licenses and designations.

Skills

MS Office

Strong communication

Team collaboration

Independent prioritization

Education

Bachelor’s degree or higher (financial planning, business, accounting, finance, economics, law)

Tools

CRM

Portfolio management software

Financial planning software

Job description

Wealthspire is a leading wealth management, retirement advisory, and business management firm providing tailored investment strategies and comprehensive wealth solutions. Based in New York, the AVP, Advisor role focuses on delivering sophisticated financial plans while nurturing enduring client relationships.

You will collaborate with external experts, lead advisory initiatives, and contribute to strategic growth.