Senior Wealth Advisor Job at FlexProfessionals (Chicago)

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 Senior Wealth Advisor role at Savvy is a critical role that will be foundati...

Location

United States

Salary:

200000.00 USD / Year

Savvy Wealth

Expiration Date

Until further notice

Requirements

10+ years of investment advisory experience
An existing client book of business that you actively advise today
Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Excited by more ownership and the opportunity to have a meaningful impact
Excited to work in the Fintech industry
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously

Job Responsibility

Develop new client relationships and support Business Development efforts
Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives
Review and analyze a client's current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans
Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations
Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time
Advise the Product Development team on your or your clients' pain points in effectively getting things done in order to build the best technology platform tailored to your needs
Support the M&A team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Partner, Senior Wealth Advisor

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

Location

United States , Detroit

Salary:

170000.00 - 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

New

Senior Wealth Banking Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Melville; Garden City; Woodbury

Salary:

104000.00 - 168000.00 USD / Year

Wells Fargo

Expiration Date

July 03, 2026

Requirements

4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
BS degree in Business or equivalent
Experience in Wealth Management, Retail or Private Banking
Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
Ability to develop and manage clients, business and referral relationships
Experience reviewing and analyzing client financial goals and presenting recommendations
Knowledge of how to interpret business formation documents
Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR)
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Job Responsibility

Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division
Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
Develop and exercise expertise in the changing market conditions and cascade across the division the best practices
Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division
Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues
Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

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

Senior Wealth Analyst

Our client is a leading wealth management firm dedicated to helping ultra-high-n...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
CFP® certification preferred
3+ years of experience in financial services, ideally within an RIA
Exposure to estate planning and financial scenario modeling
Familiarity with tools such as eMoney, MGP, Holistiplan, and Salesforce preferred
Strong analytical, organizational, and communication skills
Self-motivated and collaborative team player

Job Responsibility

Support Wealth Advisors in delivering high-level client service and financial planning
Gather and analyze client data to build and refine financial plans
Prepare planning analyses and investment recommendations using financial planning tools
Assist with portfolio monitoring, account maintenance, and client requests
Support proposal development for prospective clients
Maintain organized client records within Salesforce

What we offer

Base + Excellent Perks
medical, vision, dental, and life and disability insurance
401(k) plan

Senior Wealth Analyst

Break into UHNW Wealth Management — Senior Wealth Analyst. Jennifer Fukumae at R...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

~3+ years in wealth management, preferably with HNW/UHNW clients
CFP (or close to completion)
Strong communication skills and client-facing mindset
Detail-oriented with solid analytical and organizational abilities
Comfortable working independently and as part of a team
Experience with tools like eMoney, Holistiplan, or Salesforce is a plus
Proficient in Excel

Job Responsibility

Support Wealth Advisors in delivering a high-touch client experience
Gather and organize client data to build financial plans and investment proposals
Prepare analyses across cash flow, investments, tax, estate, and risk planning
Update plans in financial planning software and incorporate advisor/client feedback
Assist with portfolio monitoring, account maintenance, and follow-ups after meetings
Manage tasks and client records in CRM (e.g., Salesforce)
Coordinate with internal teams to keep deliverables on track

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan
Free online training
Access to top jobs
Competitive compensation

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Senior Wealth Advisor

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