VP, Advisor

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

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

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

You will lead and support client engagements, build financial plans, and coordinate with professionals to implement tailored strategies across investments, tax planning, and estate considerations. The role requires CFP designation and extensive wealth management experience.

Qualifications

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Bachelor's degree or higher in finance, business, or related field.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Analyze client objectives, risk tolerance, net worth, income, and experience to determine allocations.
• Execute investment and planning activities including rebalancing and distributions.
• Provide administrative support for client accounts and prepare performance reports.
• Initiate and field client calls on topics related to portfolios and planning items.
• Develop client financial plans using planning software and present results.
• Monitor investments and suggest portfolio changes.
• Prepare for and attend client meetings and handle follow-up actions.
• Create proposals for prospective clients.
• Coordinate with clients' attorneys, accountants, and other professionals.
• Develop knowledge of tax planning, estate & gifting strategies, and insurance.

Skills

Strategic Consulting

Client Relationship Management

CRM

Market Research

Meeting Facilitation

Portfolio Management

Project Management

Quality of Service

Education

Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience

Tools

Microsoft Office

CRM software

Financial planning software

Job description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com.

JOB DESCRIPTION

Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families.

JOB 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, 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.

REQUIREMENTS

• Minimum 5 years of wealth management experience (other or additional experience will be considered).
• CFP designation required.
• Ability to independently manage and prioritize multiple projects.
• Organized, detail-oriented, and able to effectively manage task lists.
• Excellent written and verbal communication skills.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Ability to think creatively.
• Reliable, follows through on commitments.
• Personal integrity and professional initiative.
• Previous supervisory experience managing teams is a plus.
• Strong problem-solving and influence/consensus-building skills.
• Strong communication and organizational skills.
• Ability to work through questions and concerns collaboratively
• Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
• Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.

Required Skills

• Strategic Consulting - Expert
• Client Relationship Management - Advanced
• Customer Relationship Management (CRM) - Expert
• Market Research - Advanced
• Meeting Facilitation - Advanced
• Portfolio Management - Advanced
• Project Management - Advanced
• Quality of Service (QoS) - Advanced

Optional Skills

• Sales - Expert
• Business Development - Intermediate
• Financial Services - Experienced
• Investment Management - Experienced
• Investments - Experienced
• Process Improvements - Advanced
• Risk Management - Experienced

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $126,000 –$154,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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