AVP, Wealth Advisor

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships.

Requirements

• Minimum 4-7 years of wealth management experience
• 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
• 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

Benefits

• Competitive salary
• Paid time off and holidays
• 401(k) plan with company match
• Exclusive discount programs
• Robust health and wellness benefits