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Senior Wealth Advisor

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Cleveland

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We are looking for an experienced Senior Wealth Advisor to serve clients by delivering thoughtful guidance across investments, planning, and overall wealth strategy. This role is suited for an experienced, detail-oriented individual who can build trusted relationships, translate complex financial matters into clear recommendations, and help clients make informed decisions aligned with their goals. The ideal candidate will combine strong advisory judgment with hands-on account oversight and a high standard of client service.

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

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

Additional Information:

Job Posted:
May 11, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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