Partner, Senior Wealth Advisor Job at FlexProfessionals (Detroit)

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

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

Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions)

At Wells Fargo, we are looking for talented individuals who place our clients at...

Location

United States , Charlotte

Salary:

185000.00 - 300000.00 USD / Year

Wells Fargo

Expiration Date

July 24, 2026

Requirements

7+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Wealth Advisor

Partner directly with senior advisors in client meetings and relationship manage...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years in wealth management, financial planning, or adjacent experience (tax, investments with HNW clients)
A credential such as CFP, CFA, CPA, or JD
Strong client presence with the ability to explain complex strategies clearly
A relationship-first mindset with sharp analytical instincts

Job Responsibility

Partner directly with senior advisors in client meetings and relationship management
Translate client goals and financial data into comprehensive planning strategies
Build and refine financial plans, investment frameworks, and client deliverables
Collaborate across investments, planning, and client service teams to execute strategies
Support implementation—working alongside CPAs, attorneys, and other external partners
Prepare polished presentations and communications for clients and prospects
Help enhance internal systems, workflows, and planning tools

What we offer

Profit-sharing on top of bonus compensation
240 hours of work-from-anywhere flexibility annually
Full support for continued education and certifications

Fulltime

Wealth Advisor

Step Into a Lead Planner Role — Real Client Exposure, Real Growth. Jennifer Fuku...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years in wealth management, financial planning, or adjacent experience (tax, investments with HNW clients)
A credential such as CFP, CFA, CPA, or JD
Strong client presence with the ability to explain complex strategies clearly
A relationship-first mindset with sharp analytical instincts

Job Responsibility

Partner directly with senior advisors in client meetings and relationship management
Translate client goals and financial data into comprehensive planning strategies
Build and refine financial plans, investment frameworks, and client deliverables
Collaborate across investments, planning, and client service teams to execute strategies
Support implementation—working alongside CPAs, attorneys, and other external partners
Prepare polished presentations and communications for clients and prospects
Help enhance internal systems, workflows, and planning tools

What we offer

Profit-sharing on top of bonus compensation
240 hours of work-from-anywhere flexibility annually
Full support for continued education and certifications
medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
eligibility to enroll in company 401(k) plan (for contract/temporary professionals)

Fulltime

Associate Wealth Advisor

We are looking for an Associate Wealth Advisor to join a high-performing team in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
4–8 years of relevant experience in private wealth management, wealth management, or a closely related advisory environment
A credential such as CFP, CFA, CPA, JD, or a similar designation is required
Strong understanding of financial planning principles, investment concepts, wealth accumulation, and wealth preservation strategies
Excellent verbal and written communication skills with the ability to interact effectively in client-facing settings
Well-developed organizational skills and attention to detail in managing multiple priorities and follow-up items
Demonstrated commitment to client service and the ability to work effectively with advisors, colleagues, and external partners

Job Responsibility

Partner with senior advisors to develop financial planning analyses and support tailored wealth strategies for clients
Contribute to investment recommendation preparation by gathering data, organizing insights, and helping ensure materials are ready for review
Participate in client meetings, document key takeaways, and coordinate timely follow-up on action items and service needs
Assist with new client onboarding, account setup, and ongoing administrative activities to maintain accurate and efficient account management
Work closely with internal teams and external partners to help deliver a seamless and responsive client experience
Help manage day-to-day client relationship needs by addressing requests, tracking priorities, and supporting service delivery
Prepare clear, organized planning and meeting materials that help advisors present recommendations effectively
Gradually assume greater responsibility for selected client relationships as experience, judgment, and advisory capability grow

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Senior Wealth Analyst

We are looking for a Senior Wealth Analyst to join a client-focused wealth manag...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2–3 years of experience in financial planning, private wealth management, or a related client service role
Demonstrated ability to analyze financial information and translate findings into clear, well-organized deliverables
Strong verbal and written communication skills with the confidence to interact professionally with high-net-worth clients and internal partners
Experience using financial planning software and wealth management technology platforms
familiarity with firm-specific tools is a plus
Excellent organizational skills with the ability to manage multiple priorities while maintaining accuracy and follow-through
High standards of professionalism, sound judgment, and discretion when handling sensitive client information
Close attention to detail and a commitment to delivering consistent, high-quality client service

Job Responsibility

Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies
Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations
Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs
Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists
Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients
Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience
Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current
Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Wealth Advisor

Jennifer Fukumae with Robert Half is working with a high-performing, independent...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years in wealth management, financial planning, or adjacent experience (tax, investments with HNW clients)
A credential such as CFP, CFA, CPA, or JD
Strong client presence with the ability to explain complex strategies clearly
A relationship-first mindset with sharp analytical instincts

Job Responsibility

Partner directly with senior advisors in client meetings and relationship management
Translate client goals and financial data into comprehensive planning strategies
Build and refine financial plans, investment frameworks, and client deliverables
Collaborate across investments, planning, and client service teams to execute strategies
Support implementation—working alongside CPAs, attorneys, and other external partners
Prepare polished presentations and communications for clients and prospects
Help enhance internal systems, workflows, and planning tools

What we offer

Profit-sharing on top of bonus compensation
240 hours of work-from-anywhere flexibility annually
Full support for continued education and certifications
Medical, vision, dental, and life and disability insurance (for contract/temporary)
401(k) plan (for contract/temporary)

Fulltime

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Partner, Senior Wealth Advisor

Job Description

Job Responsibility

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