[Hiring] Investment Advisor @NFP Corp

Role Description

Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold:

• Pursue significant new wealth management and financial planning business opportunities developed while working with plan participants.
• Provide group and individual educational services to retirement plan participants.

Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.

Qualifications

• 3-5 years of experience working with individual’s financial consulting, wealth management and/or retirement plans.
• Bachelor’s Degree in Finance or related field of study.
• Series 65 license or equivalent (must be obtained within 90 days of employment).
• Experience working with PowerPoint.
• Strong communication and presentation skills.
• Keen attention to detail.
• Ability to independently manage and prioritize multiple projects.
• Strong client service attitude, positive team player and contributor.
• Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself.
• Travel required to service existing clients (40-50% travel requirement, with some overnight).

Requirements

• CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
• Experience with workplace financial wellness, participant education, or financial planning.
• Experience presenting to employee groups or conducting onsite education meetings.
• Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
• Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
• Ability to identify planning and wealth opportunities without using a hard-sales approach.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Base salary range for this position is $70,000 to $110,000.
• Performance-based incentives may be available.