Partner, Senior Wealth Advisor Job at FlexProfessionals (Detroit)

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...

Location

United States , Miami

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
Master referral opportunities to grow portfolio
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...

Location

United States , Brooklyn

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Paramus

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
Group 1 Insurance License.

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Staten Island

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
group 1 Insurance License

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to small business partners, home lending officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all regulatory and compliance operating procedures
ensure strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

New

Vice President - Client Tax Operations

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field
7+ years of experience in tax operations, wealth management, financial services, or highly regulated environments
2–3+ years of people leadership experience, including managing senior specialists and/or managers
Deep subject‑matter expertise across IRS Chapters 3, 4, and 61
FATCA, CRS, CARF
W‑8 / W‑9 documentation
NRA and backup withholding
1099 and 1042‑S reporting
Demonstrated experience leading complex regulatory change, remediation, and transformation initiatives
Executive‑level communication skills with the ability to influence across Operations, Technology, Data, Risk, Compliance, Legal, and senior leadership

Job Responsibility

Serve as the primary tax SME for Citi Wealth, providing authoritative guidance across FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, W‑8/W‑9 documentation, FATCA, NRA and backup withholding, and 1099/1042-S information reporting
Own Wealth‑specific tax interpretations and positions, ensuring consistency with enterprise standards while addressing Wealth client needs and risk tolerance
Act as a senior advisor to Wealth Client Services, Front Office partners, Legal, Risk and Compliance on client communications, disclosures, regulatory explanations, and sensitive tax‑related inquiries
Represent Citi Wealth in enterprise tax governance forums, regulatory discussions, and cross‑business working groups
Provide end-to-end strategic Wealth‑level oversight and governance across the full tax lifecycle for UHNW clients
Identify, analyze, and govern systemic tax exceptions and risk themes
Develop scalable business intelligence, analytics, and AI‑enabled strategies to proactively detect emerging issues
Ensure operational readiness and flawless delivery of cyclical tax events
Serve as a Wealth business escalation authority for complex client, operational, regulatory, and systemic tax issues
Design and oversee exception management and remediation strategies

Fulltime

New

Senior Wealth Advisor

We are looking for an experienced Senior Wealth Advisor to serve clients by deli...

Location

United States , Cleveland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of experience in financial advisory, private wealth management, or a closely related client-facing investment role
Strong background in financial planning with the ability to integrate investment, tax-aware, retirement, and estate-related considerations into client recommendations
Demonstrated success managing high-touch client relationships and supporting sophisticated wealth management engagements
Working knowledge of portfolio construction, performance review, and ongoing investment monitoring
Experience using financial planning software to prepare analyses and communicate recommendations clearly
Ability to manage multiple client priorities, administrative details, and follow-up tasks with accuracy and professionalism
Excellent verbal and written communication skills, with the confidence to lead client conversations and present complex information clearly

Job Responsibility

Guide complex client relationships independently while also partnering with fellow advisors to deliver coordinated wealth management support
Evaluate each client’s financial position, goals, and comfort with risk in order to recommend tailored portfolio allocations and planning strategies
Carry out investment and planning activities such as portfolio rebalancing, cash transfers, distribution planning, tax-aware strategies, charitable giving analysis, lending reviews, and education funding coordination
Track account activity and investment results, assess portfolio performance, and recommend adjustments when client circumstances or market conditions warrant changes
Oversee day-to-day servicing needs by coordinating account paperwork, transaction processing, reporting preparation, and transfer follow-through
Communicate directly with clients to address account questions, discuss market developments, respond to service requests, and provide guidance on planning matters
Build and refine comprehensive financial plans using planning software, then present practical recommendations and next steps to clients
Organize for client meetings, participate in discussions, and ensure all agreed follow-up actions are completed accurately and on time
Develop customized presentations and proposals that demonstrate the firm’s approach and value to prospective clients

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan
free online training

Fulltime

Partner, Senior Wealth Advisor

FlexProfessionals

Location:
United States , Detroit

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 22, 2026

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