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Wealthspire · 8 hours ago

Senior Vice President

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$80K/yr - $195K/yr

10+ years exp

Wealthspire Advisors is a New York City-based independent registered investment advisory firm seeking a Wealth Advisor for their Potomac, MD office. The role involves collaborating with team members to assist high net-worth clients with their wealth management and financial planning needs.

Financial Services

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

Qualification

Wealth management experienceCFP designationFinancial planning softwarePortfolio management softwareCRM experiencePersonal integrityCommunication skillsDetail-orientedTeam playerCreative thinking

Required

Minimum 10+ years of wealth management experience (other or additional experience will be considered)

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

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

Preferred

CFP or other wealth management designation highly preferred

Benefits

PTO & paid holidays

401(k) with match

Performance-based incentives

Company

Wealthspire

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.

Founded in 1995

New York, New York, USA

1001-5000 employees