Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

Industry: Financial Services
Company Size: 201-500 employees

Wealthspire Advisors

Savvy Admin PROD

AVPAD014124_1

**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 1,200 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. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

As an **AVP, Advisor ** at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive.

**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).

- 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.

- 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

**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.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

**What We Offer**

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our emp

AVP, Wealth Advisor

Pura Vida Miami stands as the premier wellness and lifestyle brand with locations in Florida and New York and has been transforming the way people eat since its establishment in 2012 by Founder Omer Horev in South Florida.

Pura Vida Miami has become a beacon of health-conscious living, offering a diverse menu of nutritious and delectable dishes. Omer and Jennifer Horev, the husband-wife duo behind the brand, have meticulously curated a menu that harmonizes nutritious and indulgent offerings. From raw acai bowls to superfood smoothies and clean chef-driven salads, each dish is a celebration of high-quality ingredients.

As we continue to expand, our brand remains committed to its founding principles of health and wellness. As part of our community culture, we actively engage in eco-friendly practices such as composting food waste and donating soil to local farms, exemplifying its commitment to a sustainable future. More than a culinary destination, we are a lifestyle brand that encapsulates the essence of a healthier and happier community.

Industry: Hospitality
Company Size: 501-1,000 employees

Pura Vida Miami

~~We are a lifestyle brand!We are on a mission to provide the world with simple, wholesome food and beverage items that fit today's lifestyle, offering an intimate, yet fast and consistent, experience to our customers.We love and take pride in what we do, and we currently offer an exciting opportunity to join a thriving and ever-growing brand in this industry.~~

**PRINCIPAL RESPONSIBILITIES/ESSENTIAL JOB FUNCTIONS:**

- Welcome all guests into our stores with a friendly and positive attitude.

- Provide our guests with the highest level of customer service, ensuring a memorable and enjoyable experience.

- Take orders from guests and provide recommendations based on their preferences.

- Answering guests' questions regarding our menu and services.

- Craft a variety of hot and cold coffee beverages, including but not limited to espresso, cappuccino, matcha lattes, and cold brews.

- Restock stations regularly to ensure they are clean, organized, and fully stocked with necessary supplies.

- Follow all policies and procedures for health and food safety, ensuring an inviting environment for both guests and team members.

- Collaborate with your manager and team members to maintain smooth operations and a positive work atmosphere.

- Support with any additional duties assigned.

**REQUIREMENTS:**

- Previous experience in the hospitality and/or food service industry (e.g. restaurant, hotel, etc.)

- Barista experience and latte art is required.

- Passionate about providing excellent customer service.

- Fun and outgoing attitude!

- Restock stations and keep them clean and organized.

- Ability to work efficiently in a fast-paced environment and multitask effectively.

- May stand for long periods of time and lift up to 50 pounds.

**BENEFITS:**

- Health & Wellness – Medical, Dental, Vision, Telemedicine, and more.

- Discounted Meals

- Growth & Advancement Opportunities

- 401(k) Plan with Company Match

The general nature and level of work being performed by persons assigned to this job classification are contained in this job description. This job description should not be construed as an exhaustive list of all responsibilities, essential job functions, duties, skills required and other job requirements of personnel in this role. All employees may be required to perform duties outside of their normal responsibilities from time to time as needed. Management reserves the right to assign or reassign duties and responsibilities to the job at any time.

Pura Vida Miami is proud to be an equal opportunity employer. We are committed to creating a workplace where diversity is celebrated and everyone feels welcome, regardless of race, color, religion, national origin, age, sex, sexual orientation, gender identity or expression, disability, veteran status, or any other legally protected characteristic. We believe that building a team with diverse perspectives and experiences makes us stronger, more creative, and more connected to the communities we serve.

**Agency Disclaimer**

We’ve got this covered! At Pura Vida Miami, our Talent Acquisition team leads all hiring efforts internally. We do not accept unsolicited resumes from agencies, we mean it. Any resumes sent our way without a signed agreement in place (including those sent directly to our team or hiring managers) will be considered property of Pura Vida Miami and we won’t be responsible for any fees. If you’re interested in partnering with us, reach out to our Talent team first. We’re happy to connect the right way!

**$16.00/HOUR+TIPS**

**# **DCPV2025

Barista

Find your dream job with Savvy AI Recruiter. Browse thousands of opportunities from top companies. Our AI-powered system matches you with roles that fit your skills and experience.