Financial Services Professional
4 weeks ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team as an AVP, Advisor. In this role, you will be responsible for leading the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships.
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, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.
- Actively service client accounts by performing and/or coordinating administrative tasks, such as 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.
- 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.
- 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.
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.
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