CrawlJobs Logo

Wealth Advisor

flexprofessionalsllc.com Logo

FlexProfessionals

Location Icon

Location:
United States , New York City

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

200000.00 - 250000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging the firm's unified in-house team of experts to help clients achieve their financial goals.

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

Requirements:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  • At least 7 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
  • 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
  • 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 investments, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements

Nice to have:

  • Master’s degree a plus
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
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

Additional Information:

Job Posted:
January 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
FlexProfessionals - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Wealth Advisor

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...
Location
Location
United States , Miami
Salary
Salary:
70000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...
Location
Location
United States , Brooklyn
Salary
Salary:
70000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...
Location
Location
United States , Greenburgh
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...
Location
Location
United States , Paramus
Salary
Salary:
70000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...
Location
Location
United States , Staten Island
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • Demonstrated success in business development, client acquisition, and relationship deepening
  • Robust understanding of investment products, wealth strategies, and financial planning tools
  • Excellent interpersonal, analytical, and communication skills
  • Ability to work both independently and as part of a collaborative team
  • Mandatory certifications required for advising on financial products in Singapore
  • Willingness to travel locally for client engagement when necessary
  • Bachelor’s degree from an accredited institution
Job Responsibility
Job Responsibility
  • Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • More traditional learning
  • Opportunity to give back and make a positive impact through volunteerism
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • Demonstrated success in business development, client acquisition, and relationship deepening
  • Robust understanding of investment products, wealth strategies, and financial planning tools
  • Excellent interpersonal, analytical, and communication skills
  • Ability to work both independently and as part of a collaborative team
  • Mandatory certifications required for advising on financial products in Singapore
  • Willingness to travel locally for client engagement when necessary
Job Responsibility
Job Responsibility
  • Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
What we offer
What we offer
  • Global benefits designed to support well-being, growth, and work-life balance
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4 to 6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • demonstrated success in business development, client acquisition, and relationship deepening
  • robust understanding of investment products, wealth strategies, and financial planning tools
  • excellent interpersonal, analytical, and communication skills
  • ability to work both independently and as part of a collaborative team
  • mandatory certifications required for advising on financial products in Singapore
  • willingness to travel locally for client engagement when necessary
Job Responsibility
Job Responsibility
  • design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • conduct regular reviews to ensure client strategies evolve with changing needs
  • partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • stay current with market trends, investment opportunities, and regulatory changes
  • translate insights into actionable advice that supports clients’ wealth goals
  • organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • ensure full compliance with KYC/AML, regulatory, and internal policies
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy