VP, Advisor

NFP Corp•Indianapolis, IN

3d•$100,000 - $110,000

About The Position

Wealthspire is seeking a Wealth Advisor to collaborate with other team members in meeting the wealth management and financial planning needs of high-net-worth clients and their families. The role includes leading or supporting client engagements, assessing client circumstances to determine suitable allocations, executing investment and planning activities, and monitoring portfolios. The advisor also supports client service, financial plan development and presentation, meeting preparation and follow-up, prospective-client proposals, and coordination with clients’ professional advisers. The position requires ongoing development of financial planning knowledge and participation in professional development, training, and networking.

Requirements

At least 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 and detail-oriented, with the ability to manage task lists effectively.
Excellent written and verbal communication skills.
Flexible, adaptable team player who is open to new ideas.
Ability to think creatively.
Reliable and able to follow through on commitments.
Personal integrity and professional initiative.
Strong problem-solving and influence or consensus-building skills.
Ability to work through questions and concerns collaboratively.
Proficiency in Microsoft Office.
Bachelor’s degree or higher, preferably in financial planning, business, accounting, finance, economics, or law, or related experience.

Nice To Haves

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

Responsibilities

Lead and/or support other advisors in managing client engagements.
Determine appropriate client allocations by analyzing investment objectives, risk tolerance, net worth, income, investment experience, and other relevant knowledge.
Execute investment and planning activities, including portfolio rebalancing, money movements, required minimum distributions, tax-loss harvesting, charitable planning, lending evaluation, and education funding.
Service client accounts by performing or coordinating administrative tasks, including monitoring account and asset transfers, preparing and presenting performance reports, processing directed transaction requests, and handling account paperwork.
Initiate and respond to client calls on account-specific questions, portfolio inquiries, market discussions, planning matters, money movements, and miscellaneous requests.
Assist in developing client financial plans using financial planning software and present results and solutions to clients.
Monitor client investments, review performance, and suggest portfolio changes as appropriate.
Prepare for and attend client meetings and manage or complete follow-up activities.
Create proposals for prospective clients.
Coordinate with clients’ attorneys, accountants, and other professionals as needed.
Develop and maintain working knowledge of financial planning topics, including gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable or philanthropic strategies.
Pursue professional development, including additional licenses or designations, and participate in internal and external training sessions and networking events.