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Wealthspire · 15 hours ago

SVP, Wealth Advisor

Cleveland, OH

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Wealthspire is a leading wealth management firm that provides comprehensive financial solutions for high net-worth clients. The Wealth Advisor will collaborate with team members to manage client engagements, develop financial plans, and service client accounts while fostering relationships and driving new business opportunities.

Financial Services

H1B Sponsor Likely

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 softwareMicrosoft Office proficiencyCRM experienceCommunication skillsOrganizational skillsProblem-solving skillsTeam playerDetail-oriented

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

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

Preferred

CFP other wealth management designation highly preferred

Previous supervisory experience managing teams is a plus

Benefits

Paid time off and holidays

A 401(k) plan with company match

Exclusive discount programs

Robust health and wellness benefits

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

https://www.wealthspire.com/

H1B Sponsorship

Wealthspire has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)