AVP, Wealth Advisor

AVP00013603_1Who We AreWealthspire 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. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.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. 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.Job ResponsibilitiesLead and/or support other advisors in the management of client engagementsDetermine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledgeExecute 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 clientsMonitor client investments, review performance, and suggest changes to client portfolios as appropriatePrepare for and attend client meetings and manage and/or complete all meeting follow-up activitiesCreate proposals for prospective clientsCoordinate with clients’ attorneys, accountants, and other professionals as neededDevelop 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, etcPursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking eventsRequirementsMinimum 4-7 years of wealth management experience (other or additional experience will be considered)Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plusBachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experienceAbility to independently manage and prioritize multiple projectsOrganized, detail-oriented, and able to effectively manage task listsExcellent written and verbal communication skillsFlexible team player who is highly adaptable to change and open to new ideasAbility to think creativelyReliable, follows through on commitmentsPersonal integrity and professional initiativePrevious supervisory experience managing teams is a plusStrong problem-solving and influence/consensus-building skillsStrong communication and organizational skillsAbility to work through questions and concerns collaborativelyDo 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.Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.What We OfferWealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.The base salary range for this position is $88,000 – $120,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Wealthspire is an inclusive Equal Employment Opportunity employer.