1,753 Results for

Investment Advisor Jobs in the United States

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New!

Milwaukee, WI4 days ago

Risk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business. Decision Making (NM) - Intermediate, Risk Assessment & Identification (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Project Management (NM) - Advanced, Continuous Improvement (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Attention to Detail (NM) - Advanced.

30+ days ago

Remote

$30,000–$125,000 Per Year
Full-time
Part-time

Through our in-depth training and mentorship program, you will learn how to sit down with individuals, families, and business owners, have a meaningful conversation about their financial goals, and help create a personalized plan to achieve them — using products and services that include retirement planning, college planning, investments, and insurance. Although no experience is required, we are seeking individuals who are hardworking, dedicated, and eager to grow in the financial services industry.

Houston, TX7 days ago

$300,000–$375,000 Per Year

Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high-performing industrial real estate assets across the United States. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Westborough, MA7 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Bethesda, MD4 days ago

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Cincinnati, OH7 days ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

Westborough, MA7 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Boston, MA1 day ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Franklin, WI1 day ago

Join ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contributing data‑driven insights that make the process better over time.

New!

Waukesha, WI2 days ago

$75,000–$100,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Boston, MA21 days ago

Reporting to the Assistant General Counsel, Corporate Transactions, this Senior Counsel role supports the Company’s Investments group by providing end-to-end strategic guidance and legal support for a wide range of investment transactions. Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.

Newport Beach, CA13 days ago

The candidate must possess at least 10 years’ experience in trust and estate planning or administration and in-depth technical expertise in multiple areas, including, but not limited to, estate planning, tax optimization, philanthropy, multigenerational wealth transfer, retirement planning, business succession, and insurance planning. Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required.

New!

Waukesha, WI2 days ago

$80,000–$85,000

Plano, TX7 days ago

$189,370–$361,950 Per Year

As a dedicated Attorney Principal working on our Securities Counsel team, as an individual contributor, you will independently and regularly deliver effective, specialized legal advice to senior executive leaders, including the Chief Legal Officer, on highly complex and unique matters of significance in a specific type of law, leveraging deep subject matter expertise and thought leadership. Provides solution-oriented legal advice to manage regulatory, compliance and litigation risk to the organization; Serves as primary legal advisor delivering specialized legal advice on relevant matters or projects.

New York, NY28 days ago

$160,000–$160,000 Per Year
Full-time
Employee

Prior employment must include two (2) years of experience with: investments, asset allocation, portfolio construction, and implementation; knowledge of factors influencing portfolio performance and ability to analyze and articulate comprehensive investment results to both colleagues and clients; sourcing new client relationships as part of a broader business development and relationship management skillset; and working with Know Your Client (KYC) requirements and risk management frameworks in line with regulatory guidance. Work one-on-one with clients to advise and deliver customized strategies drawn from the firm’s deep investment experience, diverse wealth management capabilities, and global reach.

New!

Coral Gables, FL6 days ago

Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.

New!

North Little Rock, AR3 days ago

The Relationship Advisor will serve as the primary advisor for a portion of our established client base, guiding clients through retirement planning, tax strategy conversations, healthcare and Medicare planning, income planning, estate and legacy considerations, and overall financial coordination through our THRIVE Planning Process. Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthcare, Risk Management, Income Planning, Vitality, and Estate & Legacy Planning.

New!

Aberdeen Proving Grounds, MD2 days ago

$180,000–$220,000

The PM PNT provides administrative, business management, programmatic contracting, information technology (IT), program management, engineering, logistics, test and evaluation (T&E), training, operations, security, technology protection, foreign military sales, and acquisition and strategic planning services to the Army director PNT systems. The incumbent is entrusted to lead and synchronize special projects, resolve complex organizational challenges, and drive initiatives that enhance the delivery of Assured Positioning, Navigation, and Timing (APNT) and Navigation Warfare (NAVWAR) capabilities to the Warfighter.

New!

Rockledge, FL2 days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

New!

Birmingham, AL5 days ago

$70,000–$150,000 Per Year

At The Piedmont Group, advisors gain more than a platform—they gain a strategic partner committed to helping them grow a stronger, more scalable business while maintaining independence and autonomy. Advisors retain ownership of their business while gaining access to institutional-level resources, advanced technology, and a broad range of financial solutions.

New!

Pittsburgh, PAToday

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

Dunwoody, GA11 days ago

$70,000–$160,000 Per Year

As a general agency of MassMutual affiliated with a Top 8 Independent Broker Dealer, we combine the strength of an established financial institution with the business-minded freedom advisors value most. The Piedmont Group delivers the support and flexibility needed to help you expand your business, strengthen client relationships, and build long-term success—on your terms.

New!

Westborough, MA5 days ago

$80,000–$150,000 Per Year

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

Peru, IL17 days ago

$106,250–$141,650 Per Year

6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage and maintain client relationships. Acts as financial expert to our clients and employees staying abreast of industry and regulatory updates, the economy and financial markets.

New!

Indianapolis, IN2 days ago

$85,000–$100,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Manage Investment Adviser Representative (IAR) registrations and ongoing requirements, including U-4 and U-5 filings, FINRA licensing exam registrations and tracking, and Continuing education tracking.

West Des Moines, IA18 days ago

You will: Respond to and resolve Agent Registered Representatives and Investment Advisor Representatives requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way. Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

New!

Pittsburgh, PA4 days ago

PURE HomeRiver is the fastest-growing profitable residential property management and technology company in the U.S. Led by a team of experienced industry professionals and seasoned technology innovators, PURE HomeRiver is simplifying the renting experience for investors and residents with industry-leading best practices and tech-optimized processes. Conduct offsite meetings and sales calls with prospective clients by providing information on PURE HomeRiver services and scheduling appointments to view properties and making presentations to owners away from any Company place of business.

New!

Summerville, SC4 days ago

New!

Columbia, SC4 days ago

Bethesda, MD9 days ago

New!

Brownsville, TX2 days ago

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Melville, NY12 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

New!

Uniondale, NY6 days ago

New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .

New!

New York, NY4 days ago

$155,000–$199,500
Full-time
Employee

The role works autonomously while collaborating across practice groups and regions, requiring an ownership mindset, proactive approach, and ability to drive initiatives forward with minimal supervision. The Business Development Manager supports the Chair of the Private Equity group in driving business development and marketing efforts for the Chair's practice.

Melville, NY12 days ago

$75,000–$100,000 Per Year

Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

New!

Providence, RI6 days ago

Responsibilities:Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

New!

Providence, RI6 days ago

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

Uniondale, NY6 days ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

Wexford, PA9 days ago

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in: Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance. Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team.

New!

des moines, IA4 days ago

$150,000–$200,000 Per Year
Full-time
Employee

The Senior Financial Planning Advisor is responsible for delivering comprehensive, holistic financial planning and investment advisory services, including:Cash flow and tax-aware planningRetirement planningEstate and legacy planningInsurance and risk management planningInvestment strategy and portfolio managementIn addition to client service responsibilities, approximately 25% of the role will be dedicated to business development through relationship-building, referrals, and identifying prospective clients aligned with the firm’s target profile. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

New York, NY4 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

Boston, MA4 days ago

Full-time
Employee

Serve as a primary point of contact for assigned clients, delivering ongoing financial advice and supportConduct client meetings to assess financial goals, risk tolerance, and investment objectivesDevelop and maintain personalized financial plans, including retirement, investment, and wealth strategiesMonitor client portfolios and recommend adjustments based on market conditions and client needsEducate clients on financial products, strategies, and market trends in a clear and professional mannerMaintain accurate client documentation and ensure compliance with regulatory requirementsCollaborate with internal partners to deliver a seamless client experienceSupport client onboarding, account maintenance, and periodic reviews. Bachelor’s degree in Finance, Business, Economics, or a related field preferredActive Series 65 license required1–3+ years of experience in a financial advisory, wealth management, or client?facing financial roleStrong client relationship and communication skillsAbility to explain financial concepts to clients with varying levels of financial knowledgeHigh level of professionalism, integrity, and attention to detail.

Tampa, FL30+ days ago

Full-time

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

Torrance,, CA30+ days ago

Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

New York, NY30+ days ago

Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

Rocky Hill, CT4 days ago

Full-time
Employee

CPA or EA highly preferred5+ years experience preparing and reviewing federal and state tax returnsTax planning and wealth management coordination experienceClient-facing experience with excellent communication and customer service skillsRIA industry experience preferredProficient in tax software (Lacerte, TaxDome, SurePrep preferred), QuickBooks, and Microsoft OfficeAbility to thrive in fast-paced, deadline-driven environmentStrong team collaboration skillsSupervisory experience a plus; desire to grow into leadership role. Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state lawsCalculate and prepare estimated federal and state tax payments for individuals and businessesDevelop and implement tax and financial strategies for clientsCommunicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximizationInterpret, investigate, and respond to IRS and state tax agency correspondenceMaintain current knowledge of tax law changes and business environment trends.

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Investment Advisor Jobs in the United States

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Investment Compliance Consultant Northwestern Mutual

Remote Financial Advisor Green Palm Financial

CFO (Real Estate Investment) Jobot

Financial Advisor Jobot

Financial Advisor New York Life - Washington DC - Virginia- Maryland

Senior Wealth Advisor Jobot

Financial Advisor (CFP Preferred) Jobot

Financial Advisor (2 Openings) Jobot

Investment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern Mutual

Relationship Advisor Vaco LLC

Senior Counsel Investments FM

Senior Family Wealth Strategist Beacon Pointe Advisors LLC

Lead Financial Advisor Vaco LLC

Attorney Principal - Investment Advisory / Broker-Dealer Counsel (Retail) USAA

Associate, Non-Self-Sustaining Advisor Goldman Sachs & Co. LLC

Wealth Management Advisor Amerant Bank

Licensed Financial Advisor Lukas Total Wealth

Special Projects Officer / Strategic Advisor - PNT Credence

Financial Advisor - PNC Wealth Management PNC Financial Services Group

Licensed Financial Advisor The Piedmont Group

Wealth Advisor - PNC Wealth Management PNC Financial Services Group

Financial Advisor The Piedmont Group

Associate Financial Advisor NYL - Boston

Wealth Advisor Midland States Bank

RIA Legal & Compliance Specialist Vaco LLC

Wealth Management Operations Principal Farm Bureau Financial Services

Client Advisor - Pittsburgh, PA PURE HomeRiver

Client Advisor - Charleston, SC PURE HomeRiver

Client Advisor - Columbia, SC PURE HomeRiver

Entry Level Financial Professional New York Life - Washington DC - Virginia- Maryland

Financial Professional New York Life

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Fast Track Insurance Partner New York Life - Nassau County General Office

Business Development Manager – U.S. Corporate Reed Smith LLP

Entry-Level Life Insurance Sales Agent NYL Nassau-Suffolk Region

Fast Track Insurance Partner New York Life - Rob Ward

Entry-Level Insurance Sales Agent New York Life - Rob Ward

Financial Service Professional New York Life - Nassau County General Office

Client Service Associate Wealth Management Gables Search Group

Sr Financial Planning Advisor Company Confidential

Financial Advisor/Client Portfolio Manager Company Confidential

Financial Advisor Company Confidential

Investment Advisor Capital Investment Advisors

Investment Advisor Associate: Regal Executive Search

Asset Management - Internal Client Advisor Registered Investment Advisor - Associate JPMorgan Chase

Senior Tax Accountant Company Confidential

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