SVP, Wealth Strategy

Job description

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. 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. Summary: Wealthspire has a long and successful history of serving ultra-high net-worth multi-generational families. As a Senior Wealth Strategist, this role will join an experienced team in shaping Wealthspire’s approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role partners with colleagues across the organization, as well as outside advisors, in strategically advising UHNW clients with estate planning, tax planning and multi-generation...