SVP, Advisor

NFP Corp•Beachwood, OH

3d•Onsite

About The Position

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

Requirements

Minimum 10+ years of wealth management experience (other or additional experience will be considered).
CFP other wealth management designation highly preferred.
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.

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.).
Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
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.
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.
Deepen existing client relationships; seek client referrals.
Participate in community outreach, networking, and marketing activities to drive new business opportunities.
Leverage local centers of influence to extend referral network.
Provide ongoing training and serve as a mentor to advisory staff.