Wealth & Retirement Advisor — Client Education & Plans

Aon; Potomac (MD); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire is seeking an Advisor to join our institutional and private client wealth team. The role focuses on pursuing significant new wealth management opportunities while educating plan participants, both in group and one-on-one sessions.

Warm leads come from existing institutional clients’ employee populations, and the candidate should be self-motivated with a passion for helping clients secure their financial futures.

Qualifications

• 3-5 years of experience in financial consulting, wealth management and/or retirement plans.
• Bachelor's Degree in Finance or related field.
• Series 65 license or equivalent (must be obtained within 90 days of employment).
• Strong communication and presentation skills.
• Keen attention to detail.
• Ability to independently manage and prioritize multiple projects.
• Travel required to service existing clients (40-50% travel, with some overnight).

Responsibilities

• Identify and cultivate individual financial consulting and wealth management opportunities.
• Coordinate and develop financial wellness programs and participant education with plan sponsors and Wealthspire Plan Advisors.
• Provide leadership in developing services and programs to improve plan health measures.
• Work with recordkeeper partners to understand and leverage their tools and resources.
• Provide virtual and onsite coaching to individuals and groups.

Skills

Financial consulting

Wealth management

PowerPoint

Presentation skills

Travel readiness

Education

Bachelor's degree in Finance

CFP/AFC/ChFC/CPFA/CRPC credential

Tools

PowerPoint

Job description

Wealthspire is seeking an Advisor to join our institutional and private client wealth team. The role focuses on pursuing significant new wealth management opportunities while educating plan participants, both in group and one-on-one sessions.

Warm leads come from existing institutional clients’ employee populations, and the candidate should be self-motivated with a passion for helping clients secure their financial futures.