Wealth Management Professional

2 days ago


Reno, Nevada, United States NFP Full time
{"title": "Wealth Management Professional", "content": "Job Summary

Wealthspire Advisors is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our team, you will be responsible for providing exceptional service to clients, crafting tailored investment strategies, and leading the execution of sophisticated financial plans.

Key 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.
  • Execute investment and planning activities, including rebalancing portfolios, money movements, and tax loss harvesting.
  • Actively service client accounts by performing and/or coordinating administrative tasks.
  • Initiate and field client calls on various topics and miscellaneous requests.
  • 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.
Requirements
  • CFP designation required.
  • Minimum 5 years of wealth management experience.
  • Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law, or related experience.
About Us

Wealthspire Advisors is a Fee-Only Fiduciary with 20+ locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions. We specialize in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team.

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.

We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

", "lang_code": "en-US"}

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