Senior Wealth Advisor & Strategy Lead

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

Benefits offered by this job

Competitive salary

PTO and paid holidays

401(k) with match

Performance-based incentives

Job summary

Wealthspire Advisors is seeking a Wealth Advisor to serve high-net-worth clients and their families, collaborating with the team on wealth management and comprehensive financial planning.

You will lead client engagements, develop financial plans, monitor portfolios, and coordinate with attorneys and accountants. A CFP designation and 5+ years in wealth management are required; a bachelor’s degree is preferred and CBS will be evaluated.

Qualifications

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Bachelor’s degree or higher preferred in financial planning, business, accounting, finance, economics, law or related field.
• Strong communication and organizational skills.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Determine appropriate client allocations through analysis of investment objectives and risk tolerance.
• Execute investment and planning activities including rebalancing, distributions, tax strategies and education funding.
• Service client accounts and prepare performance reports and paperwork as directed.
• Initiate client calls and address inquiries on portfolios and planning items.
• Assist with developing client financial plans using planning software and present results.
• Monitor investments, review performance, and suggest changes to portfolios.
• Prepare for and attend client meetings and follow up on action items.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys and accountants as needed.
• Develop knowledge of estate, gift, and tax planning and related concepts.
• Pursue professional development and participate in training and networking.

Skills

Wealth management

Client relationship management

Financial planning

Portfolio management

CRM

Microsoft Office

Communication

Leadership

Education

CFP designation

Bachelor's degree

Tools

CRM software

Financial planning software

Job description

Wealthspire Advisors is seeking a Wealth Advisor to serve high-net-worth clients and their families, collaborating with the team on wealth management and comprehensive financial planning.

You will lead client engagements, develop financial plans, monitor portfolios, and coordinate with attorneys and accountants. A CFP designation and 5+ years in wealth management are required; a bachelor’s degree is preferred and CBS will be evaluated.