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Most recent job postings at wealthspire
via Built In
posted_at: 10 days agoschedule_type: Full-time
Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what... is most important to each client. Wealthspire Advisors
Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what... is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Job Description:
Wealthspire Advisors is in search of a Sr Associate Advisor for our West Hartford, CT office. This position will be involved in all aspects of wealth management for clients of the firm. The Sr Advisor Associate will work within our client service team, mainly supporting SVPs and other Wealth Advisors, to help provide the highest levels of service to the firm's clients.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at https://careers.nfp.com .
Job Responsibilities:
• Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
• Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients
• Handle all client matters in a timely and efficient manner
• Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed
• Create and supply data for reports at the direction of the advisors and directors
• Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
• Research client issues as directed and present data
• Be a positive team player who works effectively within an entrepreneurial environment
• Actively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed
Requirements:
• 2-3 years of relevant experience
• Completed or pursuing the CFP ® designation
• Definitive interest in wealth management and client service
• Proficiency with Envestnet/Tamarac, Microsoft Office products preferred
• Keen attention to detail
• Ability to think creatively
• Ability to independently manage and prioritize multiple projects
Compensation:
• Salary, bonus potential, plus standard benefits package including health care and 401(k)
• Reimbursement program for continuing education, including the CFP ® designation
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?
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.
We're part of NFP, a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
What We Offer
NFP 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.
NFP and YouBetter together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer Show more details...
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what... is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Job Description:
Wealthspire Advisors is in search of a Sr Associate Advisor for our West Hartford, CT office. This position will be involved in all aspects of wealth management for clients of the firm. The Sr Advisor Associate will work within our client service team, mainly supporting SVPs and other Wealth Advisors, to help provide the highest levels of service to the firm's clients.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at https://careers.nfp.com .
Job Responsibilities:
• Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
• Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients
• Handle all client matters in a timely and efficient manner
• Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed
• Create and supply data for reports at the direction of the advisors and directors
• Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
• Research client issues as directed and present data
• Be a positive team player who works effectively within an entrepreneurial environment
• Actively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed
Requirements:
• 2-3 years of relevant experience
• Completed or pursuing the CFP ® designation
• Definitive interest in wealth management and client service
• Proficiency with Envestnet/Tamarac, Microsoft Office products preferred
• Keen attention to detail
• Ability to think creatively
• Ability to independently manage and prioritize multiple projects
Compensation:
• Salary, bonus potential, plus standard benefits package including health care and 401(k)
• Reimbursement program for continuing education, including the CFP ® designation
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?
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.
We're part of NFP, a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
What We Offer
NFP 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.
NFP and YouBetter together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer Show more details...
via Dthos.com
posted_at: 25 days agoschedule_type: Full-time
NFP Corp is now hiring Analyst MA Remote in Remote. View job listing details and apply now. Who We Are Wealthspire Advisors is a New York City-based independent registered investment advisory firm with over 17B in AUM We have more than 200 employees serving clients from 18 offices in 10 states With a strong commitment to a fiduciary business model the firm believes in connecting all aspects of a clients financial life to deliver thoughtful collaborative
NFP Corp is now hiring Analyst MA Remote in Remote. View job listing details and apply now. Who We Are Wealthspire Advisors is a New York City-based independent registered investment advisory firm with over 17B in AUM We have more than 200 employees serving clients from 18 offices in 10 states With a strong commitment to a fiduciary business model the firm believes in connecting all aspects of a clients financial life to deliver thoughtful collaborative strategies that focus on what is most important to each client Wealthspire Advisors acts as a wealth manager investment advisor consultant and constant partner in helping clients achieve their aspirations For more information on Wealthspire Advisors please visit wwwwealthspirecomThe Role This position is responsible for primarily supporting inorganic growth initiatives within the RIA industry The Analyst will also work on projects related to business development and other corporate finance and marketing services as appropriateEssential... Duties and Responsibilities Provide execution support for MampA transactions and business due diligence Support review and retention related to prospect information deal teasers confidential information memoranda management presentations marketing and other presentations Perform company and industry research Attend MampA and industry-related events and conferences Perform firm and team administrative duties Build relationships and maintain direct contact with deal participants prospects and professional advisors Engage in ongoing personal development in line with the growth and development strategy Support periodic internal transaction meetings with diligence and integration teamsKnowledge Skills and Abilities CRM Experience The Analyst should have some experience with CRM systems Heshe will work actively with the MampA team to build and maintain a detailed pipeline of prospective MampA targets This will include tracking all detailed information on prospects and well as working with leadership to synthesize data and produce effective and insightful pipeline reporting The Analyst will also work with MampA leadership team to design and implement a communication strategy to consistently connect with prospects to deepen engagement Communication Skills Excellent communication skills both in written and verbal form are imperative for the MampA Analyst The quality and clarity of her communication with prospective merger and acquisition targets will have a direct impact on MampA success Microsoft OfficeSoftware The candidate must also demonstrate proficiency in the use of Microsoft Word Excel and PowerPoint which will be necessary for the creation of both visually and verbally engaging reports and presentations for senior MampA management and collaborating personnel The Analyst will collaborate with multiple departments to update and maintain marketing collateral that will be utilized with prospects as well as for internal reporting Interpersonal SkillsPeople Skills The candidate for the position must have an enthusiasm for making connections with new people As a representative of the business to prospective merger and acquisition targets the Analyst must possess strong interpersonal skills and a desire to engage prospective MampA candidates Other Skills The Analyst must be a motivated enthusiastic self-starter with a desire to grow into leadership for the practice area The Analyst must possess excellent critical thinking skills be highly organized and able to handle multiple projects at one time Strong attention to detail is requiredEducation and Experience Bachelors degree in Accounting Finance General Business Marketing or Communications preferred 0-4 years of experience preferably in Marketing or Communications Investment Banking or Corporate MampA within the RIA or financial services industriesWhat We Offer NFP and Wealthspire Advisors is proud to offer a competitive salary PTO amp paid holidays 401k with match exclusive discount programs health amp 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 othersNFP and You Better TogetherNFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employerJob Type Full-timePay 6500000 - 7500000 per yearBenefits 401k 401k matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement Vision insuranceSchedule 8 hour shift Monday to FridayExperience Corporate MampA 1 year Required RIA or financial services industru 1 year RequiredWork Location Remote
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