Vice President, Wealth Advisor
2 months ago
Wealthspire Advisors is a Fee-Only Fiduciary with 20+ locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.
Summary: As a VP, 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. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive.
Essential Duties and 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.
- 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
- Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
- CFP designation required.
- Minimum 5 years of wealth management experience (other or additional experience will be considered).
- Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
- Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
- Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
- Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer
NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
Wealthspire and You... Better together
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
-
Chief Wealth Advisor
7 days ago
Reno, Nevada, United States NFP Full timePosition OverviewNFP is a prominent financial services organization recognized for its commitment to excellence and client satisfaction. We are seeking a Vice President, Wealth Advisor to join our dynamic team.Key ResponsibilitiesDevelop and implement personalized investment strategies that meet the diverse needs of our clients.Lead client interactions and...
-
Senior Vice President of Wealth Management
2 weeks ago
Reno, Nevada, United States NFP Full timePosition OverviewNFP is a prominent financial services organization committed to delivering exceptional advisory solutions across the United States. Our professionals are dedicated to offering unparalleled support to clients by developing personalized investment approaches and financial strategies.Role ResponsibilitiesAs a Senior Vice President of Wealth...
-
Executive Wealth Advisor
2 weeks ago
Reno, Nevada, United States NFP Full timePosition OverviewNFP is a prominent financial services organization dedicated to delivering exceptional advisory solutions across the United States. Our commitment to excellence is reflected in our tailored approach to client service, ensuring that each individual receives personalized investment strategies and financial guidance.Role ResponsibilitiesAs a...
-
PWM Private Wealth Management Advisor
2 days ago
Reno, Nevada, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Private Wealth Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesIdentify and acquire new client relationships through strategic partnerships and business...
-
PWM Private Wealth Management Advisor
7 hours ago
Reno, Nevada, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Private Wealth Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesIdentify and acquire new client relationships through strategic partnerships and business...
-
Executive Vice President of Operations
2 weeks ago
Reno, Nevada, United States CLevelCrossing Full timeJob Opportunity:Position: Executive Vice President of OperationsCompany: CLevelCrossingLocation: Not SpecifiedJob Type: PermanentSalary: Competitive, Depending on Experience (DOE)Job Description:We are in search of a strategic Executive Vice President of Operations to lead our operational framework and ensure exceptional organizational performance aligned...
-
Senior Vice President of Clinical Affairs
2 weeks ago
Reno, Nevada, United States FirstMid-Level Officials and Managers Full timePosition OverviewThe Senior Vice President of Clinical Affairs is a key executive physician leader responsible for advancing the standards of clinical excellence, ensuring patient safety, and driving quality enhancement initiatives. This role involves collaboration with hospital management to promote operational effectiveness and superior patient care....
-
Senior Vice President of Clinical Affairs
1 week ago
Reno, Nevada, United States FirstMid-Level Officials and Managers Full timePosition OverviewThe Senior Vice President of Clinical Affairs is a pivotal executive role responsible for advancing the standards of clinical excellence, ensuring patient safety, and driving quality enhancement initiatives. This leader collaborates closely with the hospital's executive team to optimize operational workflows and enhance patient care...
-
Senior Financial Advisor
36 minutes ago
Reno, Nevada, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at NFP. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning and investment advice to our clients.Key ResponsibilitiesLead and/or support other advisors in the management of client...
-
Vice President
1 month ago
Reno, United States ITS Logistics, LLC Full timeJob DescriptionJob DescriptionAbout ITS LogisticsAre you ready to unleash your potential and be a part of one of the fastest growing, exciting, logistics companies in the US? ITS Logistics is a premier Third-Party Logistics company that provides creative supply chain solutions. With the highest level of service, unmatched industry experience and work ethic,...
-
Senior Financial Advisor
2 days ago
Reno, Nevada, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at NFP. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning and investment advice to our clients.Key ResponsibilitiesLead and/or support other advisors in the management of client engagements,...
-
Financial Advisor Assistant
3 weeks ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring. Description: The Licensed Advisor Assistant plays...
-
Licensed Advisor Assistant
2 months ago
Reno, United States MacLean Financial Group Full timeCompany DescriptionMacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by...
-
Licensed Advisor Assistant
3 months ago
Reno, United States MacLean Financial Group Full timeCompany DescriptionMacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by...
-
Licensed Financial Advisor Associate
3 weeks ago
Reno, United States MacLean Financial Group Full timeCompany Description MacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by...
-
Senior Vice President of Managed Solutions
2 weeks ago
Reno, Nevada, United States ITS Logistics, LLC Full timeJob OverviewAbout ITS Logistics, LLCAre you prepared to unlock your potential and join one of the most rapidly expanding and dynamic logistics firms in the United States? ITS Logistics is a leading Third-Party Logistics provider that delivers innovative supply chain solutions. With unparalleled service quality, extensive industry expertise, and a strong...
-
Financial Advisor Assistant
3 months ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...
-
Financial Advisor Assistant
3 months ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...
-
Trust Portfolio Manager
1 month ago
Reno, United States Umpqua Bank Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...
-
Client Service Specialist
3 weeks ago
Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...