Senior Wealth Advisor & Growth Architect

Wealthspire; Appleton (WI); On-site; USD 204,000 - 348,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors seeks a Wealth Advisor to collaborate with the team in serving high-net-worth clients and their families. You will lead and support client engagements, analyze investments, and coordinate planning and reporting to deliver comprehensive wealth management services.

The role emphasizes strong communication, independent task management, and ongoing professional development within a high-growth, private-equity backed environment.

Qualifications

• Minimum 10+ years of wealth management experience.
• CFP designation highly preferred.
• Ability to independently manage and prioritize multiple projects.
• Organized, detail-oriented, and able to manage task lists.
• Strong communication and advisory skills.

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, tax planning, and education funding.
• Monitor client investments and review performance; propose portfolio changes as needed.
• Provide client service tasks: reporting, account transfers, paperwork, and follow-ups.
• Prepare for and attend client meetings; follow-up on action items.
• Create proposals for prospective clients; coordinate with attorneys and CPAs as needed.
• Develop and maintain knowledge of estate, tax, and insurance planning concepts.
• Pursue professional development; participate in training and networking events.

Skills

Client relationships

Communication

Wealth management

Financial planning

Team collaboration

Education

Bachelor's degree in finance or related field

CFP certification

Tools

CRM systems

Portfolio management software

Microsoft Office

Job description

Wealthspire Advisors seeks a Wealth Advisor to collaborate with the team in serving high-net-worth clients and their families. You will lead and support client engagements, analyze investments, and coordinate planning and reporting to deliver comprehensive wealth management services.

The role emphasizes strong communication, independent task management, and ongoing professional development within a high-growth, private-equity backed environment.