SVP, Wealth Advisor

Wealth Advisor

Wealthspire is in search of a Wealth Advisor for its Beachwood, Ohio office. 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.

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.).
• 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.
• Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events.
• Deepen existing client relationships; seek client referrals.
• Participate in community outreach, networking, and marketing activities to drive new business opportunities.
• Leverage local centers of influence to extend referral network.
• Provide ongoing training and serve as a mentor to advisory staff.

Requirements:

• Minimum 10+ years of wealth management experience (other or additional experience will be considered).
• CFP or other wealth management designation highly preferred.
• 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.
• Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law, or related experience.

Diversity, Equity, Inclusion, and Belonging at Wealthspire:

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?

Do not hesitate to apply, even if you do not 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 are eager to learn about your unique talents and experiences.

Wealthspire 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—our clients, our colleagues, and our communities.