Jobs in the United States

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Added 4 mins ago
Director, Strategic Sales - West
1Kosmos
Remote, United States
…identity lifecycle. As a vibrant team of innovators, we develop advanced authentication solutions trusted by some of the world’s leading brands. Join us as we create a passwordless world…
Added 15 mins ago
V
VP of Strategy
Vericast
Remote, United States
- $200,000 to $225,000 USD / year
…change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale.…
Added 28 mins ago
Director of Financial Planning & Analysis
RocketForce Technologies LLC
United States
Partner with business finance, accounting, operations, business development, and Corporate FP&A to maintain consistent assumptions, reporting, and financial narratives.
Added 28 mins ago
Sr. Supply Chain Planner
Verdesian Brand
Cary, NC
Own all demand plans in the company ERP system and lead development of a consensus forecast using multiple demand signals and tools
Added 28 mins ago
Model Risk Audit Manager
Sumitomo Mitsui Banking Corporation
Charlotte, NC
…including planning, risk assessment, audit scope and program development, testing, issue identification, workpaper review, reporting, and engagement…
Added 30 mins ago
RN Registered Nurse Pratt 6 North Neuro Cardiac Med SurgPer Diem Tier 3
SSH South Shore Hospital, Inc.
Weymouth, MA
4. Professional Development: Assumes overall responsibility for own professional development by incorporating evidenced-based practice, research, and performance improvement initiatives as…
Added 31 mins ago
Advisor, Financial Planning and Analysis
Cardinal Health, Inc.
Remote, United States
Assist with consolidation of forecasts and advanced R&O outlooks
Added 42 mins ago
SO
Vice President Enterprise Technology and Innovation
Strategic Operational Solutions
Ashburn, VA
- $180,000 to $200,000 USD / year
…transformation, customer innovation, and technical solution development. Reporting to the President, this executive will strengthen operational efficiency, enhance federal customer mission…
Added 47 mins ago
PS Medical Assistant I
University of Utah
Salt Lake City, UT
Positions are designed to provide growth and professional development opportunities, including promotions within a defined career ladder.
Added 51 mins ago
VP, Quality
Dexter Magnetic Technologies
Elk Grove Village, IL
Develop Quality leaders and technical talent through coaching, mentoring, and targeted development.
Added 52 mins ago
The Vice President, Enterprise Technology & Innovation
Omniscius Consulting
Ashburn, VA
Added 1 hour ago
VP of Capital Markets
OneEnergy Renewables
Madison, WI · Portland, OR · Boulder, CO · Seattle, WA · New York, NY
Leads and is accountable for raising corporate-level capital that funds OneEnergy's platform, development pipeline and growth strategy including corporate and holdco debt, working capital…
Added 1 hour ago
Divisional MRO Network Operations Director
Hartzell Propeller
Remote, United States
Hartzell Propeller was founded in 1917 and is headquartered in Piqua, Ohio. Hartzell Propeller is the global leader in advanced aircraft propeller design and manufacturing technology for…
Added 1 hour ago
Senior Director, Global Medical Affairs, Dermatology, Dentistry and Neurology Neurology
Bausch Health
Bridgewater, NJ
…franchise leadership and a key medical partner to Clinical Development, RWE, HEOR, Commercial, Market Access, and International Medical Affairs…
Added 1 hour ago
LU
EXECUTIVE ADMINISTRATIVE ASSISTANT
Loyola University-Chicago
IL
- $33.33 to $38.46 USD / hour
The Executive Administrative Assistant in Student Development provides extensive administrative support to the VP for Student Development with appropriate discretion and confidentiality.…
Added 1 hour ago
Lead Deployment Architect - AI
Celonis
CA
As a member of our Advanced AI Practice, you are a Deployment Architect first and an AI specialist second. Every Deployment Architect brings AI into their solutions; you are the person who…
Added 1 hour ago
Lead Deployment Architect
Celonis
NY
Added 1 hour ago
Senior Director, MSL Field Head, Milvexian
Janssen Scientific Affairs, LLC Legal Entity
Titusville, NJ
…FDs and MSLs using a skills framework, ongoing feedback, and development assessments, while removing barriers and coordinating field activities to maximize appropriate HCP access and…
Added 2 hours ago
Strategic Account Executive, RBO
OneStep
Remote, United States
Cross-Functional Collaboration: Work closely with the OneStep product, science, marketing, sales and business development teams to to validate the economic impact of every partnership.
Added 2 hours ago
EBI Policy & Training Project Manager, North America
(0207) Sanofi US Services Inc.
Morristown, NJ · Cambridge, MA
This strategic role owns the development, implementation, and maintenance of North America Ethics and Business Integrity (EBI) guidance (guidelines, work instructions, policies) and…
Added 2 hours ago
VP Accounting and Reporting - (Herndon, VA)
Serco USA
Alexandria, VA · Arlington, VA · Chantilly, VA · Fairfax, VA · Falls Church, VA · Fredericksburg, VA · Gainesville, VA · Herndon, VA · Manassas, VA · MD · McLean, VA · Potomac Falls, VA · Reston, VA · Rosslyn, VA · Springfield, VA · Vienna, VA · Washington Navy Yard, DC · Washington, DC
…President, Accounting Operations will also provide leadership and development oversight for multiple Finance leaders and teams across North America, helping build organizational capability,…
Added 2 hours ago
Vice President of Sales, West
66degrees
Chicago, IL
Design clear development pathways and mentorship programs that turn strong performers into elite strategic enterprise sellers and future leaders.
Added 2 hours ago
VP of Business Development, National Payers
Everlywell
Remote, United States
…biomarker data into life-changing insights - seamlessly integrating advanced diagnostics, virtual care, and patient engagement to reshape how and where health happens.Over the past decade,…
Added 2 hours ago
VP of Business Development, Health Plans
Everlywell
Remote, United States
…biomarker data into life-changing insights - seamlessly integrating advanced diagnostics, virtual care, and patient engagement to reshape how and where health happens.Over the past decade,…
Added 2 hours ago
VP, Executive Medical Director-Oak Street Health - Central
CVS Health
Indianapolis, IN
Participate in the recruitment, selection, onboarding, development and retention of physicians, advanced practice providers and clinical leaders.

AON

VP, Advisor

Portland, OR, United States

The base salary range for this position is $126,000 –$154,000.

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Job details

Pay: The base salary range for this position is $126,000 –$154,000.
Experience: Minimum 5 years of wealth management experience (other or additional experience will be considered).
Posting language: English
Posted: Nov 4, 2026

Original job description

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com.

JOB DESCRIPTION

Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families.

JOB 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.).
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.
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.
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.

REQUIREMENTS

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, 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.

REQUIRED: Strategic Consulting - Expert; Client Relationship Management - Advanced; Customer Relationship Management (CRM) - Expert; Market Research - Advanced; Meeting Facilitation - Advanced; Portfolio Management - Advanced; Project Management - Advanced; Quality of Service (QoS) - Advanced OPTIONAL: Sales - Expert; Business Development - Intermediate; Financial Services - Experienced; Investment Management - Experienced; Investments - Experienced; Process Improvements - Advanced; Risk Management - Experienced

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $126,000 –$154,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

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