UNKNOWN

ADAPTED_NOW

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. Deep experience with alternatives and private markets, including private equity, private credit, hedge funds, structured solutions, and related operational workflows.

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖

Jobot

Senior Investment Strategist

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

Senior Financial Advisor / Private Wealth Advisor

FULL_TIME

We offer customized fixed-income asset management with a concentration in liquidity management and short-to-intermediate duration fixed income for institutional clients and serve as a sub-advisor to investment manager on behalf of public sector clients. The ideal candidate will have extensive experience in fixed income portfolio management, risk management, trading, and operations, with a demonstrated track record constructing and managing portfolios subject to SEC Rule 2a-7 requirements.

We are Committed to Fair Pay. At SWSAM, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this position is $160,000 - $180,000. Compensation for the successful candidate will be determined by their particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus.SWSAM empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.Siebert Williams Shank Asset Management is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

iebert Williams Shank Asset Management

Fixed Income Portfolio Manager

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. Its advisors work collaboratively with clients and internal specialists to address investment management, retirement planning, tax strategy, estate planning, and other complex financial needs.

Service Advisor - Wealth Management

Experience serving affluent or high-net-worth clients is highly desirable, particularly clients with $500,000+ in investable assets; experience with clients holding $1 million–$5 million or more is especially valuable. 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.

Financial Advisor

Our portfolio spans multiple industries, and our lean investment team works closely with senior leadership and the family principal to evaluate new investments, support existing operating companies, and identify opportunities to create long-term value. 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.

Investment Associate

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.

Senior Wealth Advisor

Financial Support: Training subsidy available for eligible candidates during early stages • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency.

New York Life - Roseville

WizeHire

Tax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). 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.

Tax Professional/Wealth Advisor

This individual will take ownership of marketing initiatives across the firm and continually look for opportunities to increase brand awareness, digital visibility, lead generation, advisor recruiting effectiveness, and overall market presence. This role is responsible for strengthening the firm's brand and market presence through digital marketing, SEO, website management, content, social media, lead generation, marketing automation, communications, and events.

Avery Partners

Marketing Manager - Digital

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. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.

Wealth Advisor

Its growing Financial Services and Institutions practice counsels and defends broker-dealers, registered investment advisors, insurance agents, and other financial services firms and professionals in FINRA, AAA, and other arbitrations, in state and federal courts, and in regulatory examinations and proceedings. 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.

Financial Services Litigation Partner

While providing exceptional client/advisor experience during transition period, this position focuses in facilitating the move of Advisor’s client book from prior custodian to Raymond James and training on the systems needed to be a successful Advisor at Level Four Financial. Essential responsibilities and tasks of the Advisor Onboarding Associate are: Serve as the project coordinator for Level Four Advisor Onboarding team to meet the transition/onboarding goals set forth for each Financial Advisor joining Level Four.

Level Four Group

Advisor Onboarding Associate

jobtargetdirectftpin

This opportunity is well suited for someone who is interested in building a long-term career in financial planning and wealth management, whether they are beginning their career or bringing relevant financial services experience to the role. The ideal candidate will be motivated to develop strong client relationships, expand their knowledge of investments and financial planning, and gradually take on greater responsibility within the practice.

Synerfac Technical Staffing

Associate Financial Advisor

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

Rockland Trust

Portfolio Manager-Investment Management Group

Ivy Exec

POSTING_API

Partner with Finance, Treasury, Investment Management, Actuarial, Operations, and external auditors to ensure investment activity is accurately recorded and reported in compliance with Statutory Accounting Principles (SAP), U.S. GAAP, other regulatory requirements, and company policies. Farm Bureau Financial Services is seeking an Investment Accounting Manager to lead a highly skilled team responsible for accounting and reporting for our diverse investment portfolio.

Farm Bureau Financial Services is looking for people to join our team. Are you interested in running your own business and helping others? As a Farm Bureau agent, you’ll sell insurance products, but being an agent is about so much more – it’s about building relationships and being an advocate for people in your community.
Founded more than 75 years ago, we started off providing insurance for farmers. Today, we help people from all walks of life – rural, urban, and everything in between. We couldn’t be more proud of our heritage and our close relationship with the Farm Bureau federations in the states where we do business. When it comes to protecting livelihoods and futures, we’ve got it covered with a wide variety of property/casualty, life insurance, and financial services products. 
When you make a commitment to be a Farm Bureau agent, we make a commitment to you. We believe that little things make a big difference in your career, and at Farm Bureau, that means deciding on a work schedule that fits your life, new agent financing, marketing support, training and education, cash bonuses, incentive travel, and most importantly, you’ll be backed by a team of talented and supportive individuals who want to see you succeed. 
We invite you to take control of your professional future by visiting beafarmbureauagent.com. Click <a href="http://www.beafarmbureauagent.com/" target="_blank">Get Started</a> and apply today.

Farm Bureau Financial Services

Investment Accounting Manager

Tufin, Check Point & Multi-Vendor Transformation: Serve as the lead advisor for Tufin-based security policy management, with strong experience in SecureTrack and SecureChange capabilities, workflow design, topology and path analysis, compliance controls, rule lifecycle management, and change automation. They can engage CISOs and Senior Technology Leaders while working credibly with architects and engineers on routing, NAT, zones, objects, application-aware policies, segmentation, rule dependencies, migration sequencing, and cutover risk.

Eclaro is a Business and Technology Consulting Firm that connects top talent with opportunities nationwide. We have direct access to Hiring Managers from leading Fortune 1000 organizations in almost every industry segment, with particular expertise in:
• Technology and Business Consulting 
 • Financial Services and Insurance 
 • Pharmaceuticals and Life Sciences 
 • Consumer Products, Public Sector, and Utilities
Eclaro provides fully customizable, comprehensive talent acquisition and management of seasoned professionals through a number of business models, including:
• Consulting 
 • Professional Hiring 
 • Global Integrated Delivery™ 
 • Managed Services
Eclaro recruits and manages a staff of highly skilled individuals in an array of specialized disciplines enabling our clients to leverage new opportunities, respond to increased and changing demands, and increase their profitability. 
Eclaro’s Management Team averages over 25 years of experience in partnering with clients in technical, corporate operations and human capital solutions. We hold ISO 9001:2008 certification and have achieved SOC 2 Type 2 certification in Security, Availability and Confidentiality. Eclaro’s decades of expertise and collaborative practice have proven that The Right People are The Answer.

ECLARO

Principal Cybersecurity Transformation Advisor - Firewall & Network Security

Eclaro

OTHER

FEED

Performs a variety of operational tasks for the AMTI TSMO area, including processing updates to client accounts and interpreting and handling exceptions as well as resolving escalated and/or complex problems in client accounts. Transfers can include but are not limited to incoming/outgoing ACAT, delivery/receive of securities free of payment which include DTC, Government, Mutual Fund, International transfers, DRS and/or DWAC transfers.

Amerant Bank

TSMO Associate

Martel clients are established professionals and families in the Portland/Vancouver metro area who have built real financial complexity and want a local team with the expertise and longevity to help them navigate it. Typical clients include: Near-retirees and retirees (typically age 45–80+) navigating the highest-stakes planning window: retirement timing, drawdown strategy, Social Security, healthcare, and estate planning.

Aspen Standard Wealth

JobTarget

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company.

Investment Advisor Jobs in the United States

Senior Investment Strategist Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

Fixed Income Portfolio Manager iebert Williams Shank Asset Management

Service Advisor - Wealth Management Jobot

Financial Advisor Jobot

Investment Associate Jobot

Senior Wealth Advisor Jobot

Financial Advisor New York Life - Roseville

Tax Professional/Wealth Advisor Jobot

Marketing Manager - Digital Avery Partners

Wealth Advisor Jobot

Financial Services Litigation Partner Jobot

Advisor Onboarding Associate Level Four Group

Associate Financial Advisor Synerfac Technical Staffing

Portfolio Manager-Investment Management Group Rockland Trust

Investment Accounting Manager Farm Bureau Financial Services

Principal Cybersecurity Transformation Advisor - Firewall & Network Security ECLARO

TSMO Associate Amerant Bank

Financial Advisor Aspen Standard Wealth

Wealth Advisor Midland States Bank

Similar Job Searches

See More Jobs

Stand out to leading employers.