Senior Wealth Advisor Job at Daley and Associates (Fairfax, Virginia)

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 Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Senior Protection Advisor

We find ourselves needing a Senior Business Protection Advisor to help lead and ...

Location

United Kingdom , Northampton

Salary:

60000.00 GBP / Year

Wallace Hind

Expiration Date

Until further notice

Requirements

Demonstrable experience in a similar role for an IFA, Broker, Wealth Management Business
A recognised qualification in a financial service discipline, something FCA related i.e. CII
Meticulous attention to detail and the ability to communicate to a high level across all mediums

Job Responsibility

Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance
Show the ability to win business and manage your client base cross selling wherever possible
Deal with all client administration required and ensure retention of current business

What we offer

Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter
26 days holiday
Pension

Fulltime

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

Senior Wealth Advisor

Daley and Associates

Location:
United States , Fairfax, Virginia

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 19, 2026

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Senior Wealth Advisor

Daley and Associates

Location:United States , Fairfax, Virginia

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 19, 2026

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Location:
United States , Fairfax, Virginia

Category:
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Contract Type:
Not provided

Job Posted:
March 19, 2026