Posting Description
Summary:Wealthspire seeks a VP, Business Development committed to clients and focused on growing and deepening client engagement through excellent wealth management and financial planning services. This role involves advancing business, advising clients, and managing portfolios. It fits a professional adept at building trust, comprehending client needs, and delivering careful investment and planning advice. The ideal person is entrepreneurial, cooperative, and skilled at managing complex client relationships while aiding the firm's growth and enhancing client outcomes.
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, or other knowledge.
- Perform investment and planning duties (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 or coordinating administrative tasks including tracking and monitoring account and asset transfers.
- Prepare and present performance reports. Process transaction requests as directed and handle necessary paperwork for accounts.
- Initiate and handle client calls on various topics and miscellaneous requests, including account-specific questions, general portfolio inquiries, investment market discussions, planning items, and money movements.
- Support the creation of client financial plans using financial planning software and share results and suggestions with 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.
- Build proposals for prospective clients.
- Coordinate with clients' attorneys, accountants, and other professionals as needed.
- Develop and maintain a working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable/philanthropic strategies.
- Pursue professional development opportunities to include additional licenses and/or designations, and actively participate in internal and external training sessions and networking events.
Qualifications:- Minimum 5 years of wealth management experience (other or additional experience will be considered).
- CFP designation required.
- Ability to independently manage and prioritize multiple projects.
- Organized, meticulous, and able to effectively manage task lists.
- Excellent written and verbal communication skills.
- Flexible great teammate 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.
- Prior experience overseeing teams is an advantage.
- Strong problem-solving and influence/consensus-building skills.
- Strong communication and organizational skills.
- Ability to work through questions and concerns collaboratively.
- Skilled in Microsoft Office; familiarity with CRM, portfolio management, and financial planning software is an advantage.
- Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
What We OfferWealthspire 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.
Wealthspire and You... Better Together!
