Senior Wealth Advisor (CFP) for HNW Planning

Work180; Portland (OR); Presencial; USD 126.000 - 154.000; Jornada completa

Descripción de la vacante

Wealthspire Advisors is in search of a Wealth Advisor. This role collaborates with other team members to assist with the wealth management and financial planning needs of our high net-worth clients and their families.

Responsibilities include leading or supporting client engagements, analyzing objectives and risk, executing investment and planning activities, servicing client accounts, and coordinating with attorneys and accountants.

Formación

• 5+ years of wealth management experience.
• CFP designation required.
• 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 adapts to change.
• Bachelor's degree or higher in related field.

Responsabilidades

• Lead and/or support other advisors in client engagements.
• Analyze investment objectives, risk tolerance, net worth, income, and experience.
• Execute investment and planning activities (rebalancing, distributions, tax planning, etc.).
• Service client accounts and prepare performance reports.
• Coordinate with attorneys, accountants, and other professionals.
• Develop and present client financial plans using planning software.

Conocimientos

Wealth management experience

Client relationship management

Communication skills

Organizational skills

Team leadership

Educación

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

Herramientas

CRM software

Portfolio management software

Financial planning software

Microsoft Office

Descripción del empleo

Wealthspire Advisors is in search of a Wealth Advisor. This role collaborates with other team members to assist with the wealth management and financial planning needs of our high net-worth clients and their families.

Responsibilities include leading or supporting client engagements, analyzing objectives and risk, executing investment and planning activities, servicing client accounts, and coordinating with attorneys and accountants.