Senior Wealth Advisor & Growth Leader

NFP Corp; 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 in Wisconsin is seeking a Wealth Advisor to collaborate with our team in serving the wealth management and financial planning needs of high net-worth clients and their families.

You will lead and/or support advisors, tailor investment strategies, monitor portfolios, prepare plans, and maintain strong client relationships while pursuing professional development and working closely with clients’ attorneys and accountants.

Qualifications

• 10+ years of wealth management experience.
• CFP designation highly preferred.
• Ability to manage multiple projects independently.
• Organized, detail-oriented, and able to manage task lists.
• Excellent written and verbal communication skills.
• Flexible team player adaptable to change.
• Creative thinker.
• Reliable and takes initiative.
• Strong integrity and professional ethics.
• Experience supervising teams is a plus.
• Strong problem-solving and consensus-building skills.
• Excellent communication and organizational abilities.
• Collaborative problem solving.
• Proficient in Microsoft Office; CRM, portfolio management, and financial planning software a plus.
• Bachelor’s degree or higher in finance-related field.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience.
• Execute investment and planning activities (e.g., rebalancing portfolios, money movements, tax planning, etc.).
• Monitor client investments, review performance, and suggest changes to client portfolios.
• Provide ongoing service for client accounts and coordinate paperwork and reporting.
• Initiate and field client calls on various topics and requests.
• Assist with development of client financial plans using planning software.
• Prepare for and attend client meetings and manage follow-up activities.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants, and other professionals.
• Develop and maintain knowledge of financial planning concepts including tax planning and education funding.
• Pursue professional development and licenses/designations.
• Deepen client relationships and seek referrals.
• Participate in outreach, networking, and marketing activities.
• Leverage local centers of influence to extend referrals.
• Provide ongoing training and mentor advisory staff.

Skills

Wealth management

CFP designation

Team supervision

CRM experience

Portfolio management

Financial planning software

Microsoft Office

Strong communication

Organizational skills

Problem solving

Education

Bachelor’s degree or higher in finance-related field

Tools

CRM software

Portfolio management software

Financial planning software

Job description

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

You will lead and/or support advisors, tailor investment strategies, monitor portfolios, prepare plans, and maintain strong client relationships while pursuing professional development and working closely with clients’ attorneys and accountants.