Senior Wealth Advisor & Team Lead

Aon plc; Indianapolis (IN); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with company match

Job summary

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with our team in delivering comprehensive wealth management and financial planning for high net-worth clients across the U.S., Canada, and the U.K. You will lead engagements, analyze client objectives, and coordinate with attorneys and accountants to implement strategic plans.

The role requires a CFP designation, a minimum of five years in wealth management, and the ability to manage multiple projects while maintaining exemplary

Qualifications

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Strong communication and organizational skills.
• Ability to independently manage and prioritize multiple projects.
• Experience supervising teams is a plus.

Responsibilities

• Lead and/or support other advisors in managing client engagements.
• Analyze client objectives, risk tolerance, net worth, income, and experience to determine allocations.
• Execute investment and planning activities including rebalancing and distributions.
• Service client accounts with administrative tasks and reporting.
• Initiate client calls and respond to portfolio inquiries and planning items.
• Develop financial plans using planning software and present results.
• Monitor investments, review performance, and suggest changes.
• Prepare for and attend client meetings and handle follow-up items.
• Create proposals for prospective clients and coordinate with professionals.
• Maintain knowledge of tax, estate, insurance, and education funding strategies.

Skills

Wealth management

CFP designation

Communication skills

Team leadership

Analytical thinking

Time management

Education

Bachelor's degree or higher

Tools

CRM software

Portfolio management software

Financial planning software

Microsoft Office

Job description

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with our team in delivering comprehensive wealth management and financial planning for high net-worth clients across the U.S., Canada, and the U.K. You will lead engagements, analyze client objectives, and coordinate with attorneys and accountants to implement strategic plans.

The role requires a CFP designation, a minimum of five years in wealth management, and the ability to manage multiple projects while maintaining exemplary