Senior Wealth Advisor & Client Strategy Lead

Mackenzie Consultants Limited; Portland (OR); Presencial; USD 126.000 - 154.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

PTO and paid holidays

401(k) with match

Descripción de la vacante

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with a team in delivering comprehensive wealth management and financial planning for high net-worth clients and their families.

The role involves leading engagements, analyzing client objectives and risk, and coordinating with professionals to implement investment strategies and planning items. A CFP designation and 5+ years of experience are required, with a competitive salary and benefits package.

Formación

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Excellent written and verbal communication skills.
• Ability to independently manage and prioritize multiple projects.
• Strong problem-solving and influence/consensus-building skills.

Responsabilidades

• 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.

Educación

Bachelor’s degree or higher

Herramientas

CRM

Portfolio management software

Financial planning software

Descripción del empleo

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with a team in delivering comprehensive wealth management and financial planning for high net-worth clients and their families.

The role involves leading engagements, analyzing client objectives and risk, and coordinating with professionals to implement investment strategies and planning items. A CFP designation and 5+ years of experience are required, with a competitive salary and benefits package.