Senior Wealth Advisor

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.

Responsibilities:
• 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.

Qualifications:

• 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.

Compensation

$120,000.00-$140,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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