Senior Wealth Advisor for High-Net-Worth Clients

Aon plc; Portland (OR); On-site; USD 126,000 - 154,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with a team in supporting the wealth management and financial planning needs of high net-worth clients and their families.

You will lead and support client engagements, build financial plans, and coordinate with professionals to implement tailored strategies across investments, tax planning, and estate considerations. The role requires CFP designation and extensive wealth management experience.

Qualifications

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Bachelor's degree or higher in finance, business, or related field.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Analyze client objectives, risk tolerance, net worth, income, and experience to determine allocations.
• Execute investment and planning activities including rebalancing and distributions.
• Provide administrative support for client accounts and prepare performance reports.
• Initiate and field client calls on topics related to portfolios and planning items.
• Develop client financial plans using planning software and present results.
• Monitor investments and suggest portfolio changes.
• Prepare for and attend client meetings and handle follow-up actions.
• Create proposals for prospective clients.
• Coordinate with clients' attorneys, accountants, and other professionals.
• Develop knowledge of tax planning, estate & gifting strategies, and insurance.

Skills

Strategic Consulting

Client Relationship Management

CRM

Market Research

Meeting Facilitation

Portfolio Management

Project Management

Quality of Service

Education

Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience

Tools

Microsoft Office

CRM software

Financial planning software

Job description

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with a team in supporting the wealth management and financial planning needs of high net-worth clients and their families.

You will lead and support client engagements, build financial plans, and coordinate with professionals to implement tailored strategies across investments, tax planning, and estate considerations. The role requires CFP designation and extensive wealth management experience.