Senior AVP, Wealth Management & Advisory

Gamma Phi Omega International

New York (NY)

On-site

USD 100,000 - 130,000

Full time

14 days+

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Job summary

Wealthspire is seeking an AVP, Advisor to craft tailored investment strategies and lead execution of sophisticated financial plans while nurturing enduring client relationships across the United States, Canada, and the United Kingdom. You will collaborate with external experts and contribute to strategic initiatives in a dynamic wealth-management environment.

The role emphasizes development of comprehensive wealth solutions, adherence to regulatory standards, and a culture of growth where your

Qualifications

4–7 years of wealth management experience.
Proficiency in Microsoft Office; CRM and financial planning software experience a plus.
Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law or related field.
Ability to independently manage and prioritize multiple projects.
Strong written and verbal communication skills.
Organized, detail-oriented, and able to manage tasks.
Flexible team player adaptable to change and open to new ideas.
Leadership/supervisory experience is a plus.

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.