Senior Wealth Advisor & Growth Leader

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

Benefits offered by this job

401(k) with match

Paid time off

Paid holidays

Performance-based incentives

Job summary

Wealthspire Advisors in Wisconsin is seeking a senior Wealth Advisor to lead and collaborate with the team in serving the wealth management needs of high net-worth clients and their families.

The role includes managing client engagements, developing financial plans, and coordinating with attorneys and accountants. The base salary range is $204,400–$347,500, with potential performance-based incentives.

Qualifications

• Minimum 10+ years of wealth management experience.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Analyze investments to determine allocations based on objectives and risk.
• Execute investment and planning activities (e.g., rebalancing portfolios, tax planning, education funding).
• Monitor client investments, review performance, and suggest changes to client portfolios.

Skills

Excellent written and verbal comms

Education

Bachelor’s degree or higher in finance or related field

Tools

CRM

Portfolio management software

Financial planning software

Job description

Wealthspire Advisors in Wisconsin is seeking a senior Wealth Advisor to lead and collaborate with the team in serving the wealth management needs of high net-worth clients and their families.

The role includes managing client engagements, developing financial plans, and coordinating with attorneys and accountants. The base salary range is $204,400–$347,500, with potential performance-based incentives.