SVP, Advisor

Posting Description Who We Are: We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor.

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion.

This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.

Summary: Wealthspire Advisors is in search of a Wealth Advisor .

This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net-worth clients and their families.

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.).

Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.

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.

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.