Senior Wealth Advisor & Growth Leader

CLM Dallas Chapter; Appleton (WI); On-site; USD 204,000 - 348,000; Full time

Benefits offered by this job

401(k) matching

Job summary

Wealthspire Advisors is seeking a seasoned Wealth Advisor to serve high net-worth clients. You will lead and support a team of advisors, analyze client objectives, and execute investment and financial planning activities to help clients achieve their goals.

The role requires extensive wealth management experience, strong communication, and collaborative skills. A CFP or similar designation is preferred, with opportunities for professional growth and leadership within the practice.

Qualifications

• Minimum 10+ years of wealth management experience.
• CFP or similar wealth management designation highly preferred.
• Ability to independently manage and prioritize multiple projects.
• Organized, detail-oriented, and able to manage task lists.
• Excellent written and verbal communication skills.
• Flexible team player open to change and new ideas.
• Ability to think creatively and solve problems.
• Reliable and professional with integrity and initiative.
• Supervisory experience is a plus.

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 (rebalancing, distributions, tax planning, etc.).
• Monitor client investments, review performance, and suggest portfolio changes.
• Provide administrative support and coordinate client meetings and reports.
• Develop client financial plans using planning software and present results.
• Prepare for and attend client meetings; follow up on actions.
• Create proposals for prospective clients and coordinate with attorneys, accountants, and other professionals.

Skills

Wealth management

Client relations

Communication

Organizational skills

Leadership

Financial planning software

Microsoft Office

Education

Bachelor's degree or higher in finance/business/related field

Tools

CRM software

Portfolio management software

Financial planning software

Job description

Wealthspire Advisors is seeking a seasoned Wealth Advisor to serve high net-worth clients. You will lead and support a team of advisors, analyze client objectives, and execute investment and financial planning activities to help clients achieve their goals.

The role requires extensive wealth management experience, strong communication, and collaborative skills. A CFP or similar designation is preferred, with opportunities for professional growth and leadership within the practice.