SVP, Wealth Advisor

NFP•Beachwood, OH

1d•$120,000 - $130,000

About The Position

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. 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.

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.

Nice To Haves

CFP other wealth management designation highly preferred.
Previous supervisory experience managing teams is a plus.
Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software 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.
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.