Senior Wealth Advisor & Client Strategy Lead

Kappaalphapsi1911; West Hartford (CT); On-site; USD 88,000 - 120,000; Full time

Benefits offered by this job

401(k) plan with company match

Health and wellness benefits

Paid time off and holidays

Competitive salary

Job summary

Wealthspire Advisors in West Hartford, CT, seeks an AVP, Advisor to lead and support advisory teams, crafting tailored investment plans and nurturing client relationships. You will execute sophisticated financial strategies, coordinate with external professionals, and contribute to growth while guiding development of wealth solutions.

The role emphasizes collaboration, ongoing professional development, and a client‑first culture.

Qualifications

• 4–7 years of wealth management experience (or similar)
• Proficiency with Microsoft Office; CRM and financial planning software is a plus
• Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, or related field

Responsibilities

• Lead and/or support other advisors in managing client engagements.
• Analyze investment objectives, risk tolerance, net worth, income, and experience to determine client allocations.
• Execute investment and planning activities including rebalancing, distributions, and tax planning.
• Service client accounts with administrative tasks and prepare performance reports.
• Initiate client calls and coordinate with clients on various financial topics.
• Develop financial plans using planning software and present results to clients.
• Monitor investments, review performance, and suggest adjustments.
• Prepare for and attend client meetings and follow-up actions.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants and other professionals.
• Develop knowledge of tax, estate, insurance, education funding and philanthropic strategies.

Skills

Wealth management

Client relationship management

Communication skills

Project management

Education

Bachelor's degree in finance or related field

Tools

CRM

Microsoft Office

Financial planning software

Job description

Wealthspire Advisors in West Hartford, CT, seeks an AVP, Advisor to lead and support advisory teams, crafting tailored investment plans and nurturing client relationships. You will execute sophisticated financial strategies, coordinate with external professionals, and contribute to growth while guiding development of wealth solutions.

The role emphasizes collaboration, ongoing professional development, and a client‑first culture.