Senior Wealth Advisor & Strategy Lead

Wealthspire; Potomac (MD); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

401(k) plan with company match

Health and wellness benefits

Paid time off and holidays

Employee discounts

Job summary

Wealthspire Advisors is seeking an AVP, Advisor to craft tailored investment strategies and lead sophisticated financial plans while nurturing client relationships. You will collaborate with external experts and contribute to strategic initiatives within a growth-focused wealth management environment.

The role emphasizes leadership, client service, and the development of comprehensive wealth solutions, with a competitive salary and a robust benefits package.

Qualifications

• Minimum 5+ years of wealth management experience.
• Bachelor’s degree or higher in finance, accounting, economics, or related field.
• Proficiency in Microsoft Office; experience with CRM and financial planning software is a plus.
• Ability to independently manage multiple projects.
• Excellent written and verbal communication skills.
• Previous supervisory experience is a plus.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Determine appropriate client allocations through analysis of objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
• Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
• Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
• Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
• Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
• Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
• Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants, and other professionals as needed.
• Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
• Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events.

Skills

Wealth management

Communication skills

Project management

Team leadership

Adaptability

Education

Bachelor's degree or higher in finance or related field

Tools

Microsoft Office

CRM systems

Portfolio management software

Financial planning software

Job description

Wealthspire Advisors is seeking an AVP, Advisor to craft tailored investment strategies and lead sophisticated financial plans while nurturing client relationships. You will collaborate with external experts and contribute to strategic initiatives within a growth-focused wealth management environment.

The role emphasizes leadership, client service, and the development of comprehensive wealth solutions, with a competitive salary and a robust benefits package.