AVP, Advisor

NFP•Seattle, WA

16h•Hybrid

About The Position

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive.

Requirements

5+ years of wealth management experience (other or additional experience will be considered).
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.
CFP or other recognized wealth management or financial planning designation is 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.

Nice To Haves

Experience with CRM, portfolio management and financial planning software is a plus.
Previous supervisory experience managing teams is a plus.

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.