VP, Advisor

NFP Corp•Portland, OR

7d•$126,000 - $154,000

About The Position

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with other team members in addressing the wealth management and financial planning needs of high-net-worth clients and their families. The role involves managing client engagements, developing and implementing investment and financial planning strategies, servicing client accounts, and building strong relationships with clients and their professional advisers. The advisor also supports prospective client proposals and pursues ongoing professional development.

Requirements

At least 5 years of wealth management experience; other or additional experience may 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 team player who adapts to change and is open to new ideas.
Ability to think creatively.
Reliable and follows through on commitments.
Personal integrity and professional initiative.
Strong problem-solving and influence/consensus-building skills.
Ability to work through questions and concerns collaboratively.
Proficiency in Microsoft Office.
Required skill levels: Strategic Consulting—Expert; Client Relationship Management—Advanced; Customer Relationship Management (CRM)—Expert; Market Research—Advanced; Meeting Facilitation—Advanced; Portfolio Management—Advanced; Project Management—Advanced; Quality of Service (QoS)—Advanced.
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.
Optional skill areas and levels: Sales—Expert; Business Development—Intermediate; Financial Services—Experienced; Investment Management—Experienced; Investments—Experienced; Process Improvements—Advanced; Risk Management—Experienced.

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 completing or coordinating administrative tasks, including tracking account and asset transfers, preparing and presenting performance reports, processing directed transaction requests, and handling account paperwork.
Initiate and respond to client calls regarding account questions, portfolios, markets, financial planning, money movements, and other requests.
Assist in developing client financial plans using financial planning software and present results and solutions to clients.
Monitor client investments, review performance, and recommend portfolio changes as appropriate.
Prepare for and attend client meetings, and manage or complete 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 financial planning concepts, including gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable and philanthropic strategies.
Pursue professional development, including additional licenses or designations, and participate in internal and external training sessions and networking events.