Investment Advisor Jobs in the United States
bdo consulting
$225000 - $300000
Chicago, IL
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
iCapital
$150000 - $175000
Greenwich, CT
iCapital’s Portfolio Management team is looking to hire a Vice President Alternative Investment Specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. Execute a territory strategy that includes firm and branch rotations, business plans for priority firms, proactive call cycles, face‑to‑face meetings, and a consultative, value‑added approach.
New York Life
$80000 - $130000
Melville, NY
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 York Life - Washington DC - Virginia- Maryland
Bethesda, MD
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.
Citizens
$105000 - $250000
Danvers, MA
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Bok Financial
Mesa, AZ
We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.
Citizens
$105000 - $250000
Hingham, MA
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Flagstar Bank
$49048.5 - $65398
New York, NY
This role assists with general ledger activity, regulatory financial reporting, trade and commission reconciliations, accounts payable, and month-end close processes. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
New York Life – Victor, NY Team
$130000 - $160000
Rochester, NY
We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. 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.
Charles Schwab
Westlake, TX
Extremely strong communication skills – able to develop PowerPoints of project requirements, produce charts about development progress like burnups, create diagrams to clarify system roles, document testing plan scenarios in Excel, create written summaries of project progress, and manage meetings/facilitate dialog for maximum productivity, etc. • Create scrum-of-scrum ceremonies and reporting to harmonize detailed development planning and be able to proactively anticipate and address delivery issues/dependencies; create accurate program progress summaries to share with leadership in various forums; support formal PI Planning coordination across teams.
Citizens
$105000 - $250000
Brooklyn, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Poughkeepsie, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Elizabeth, NJ
Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Manhasset, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Williamstown, NJ
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Brockton, MA
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Brooklyn, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Rochester, NY
Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Brooklyn, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Slingerlands, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Buffalo, NY
Our Wealth Advisors (WA) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Vaco LLC
$80000 - $85000
Waukesha, WI
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.
Citizens
$65000 - $70000
Westwood, MA
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Citizens
$105000 - $250000
North Tonawanda, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Brooklyn, NY
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Stifel
New York, NY
The Structured Investments Specialist I supports the Structured Investments Desk by assisting with the origination, structuring, execution, and lifecycle management of customized structured products, including equity , rate , and FX linked notes, warrants, and market linked CDs. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Jobot
$100000 - $140000
Westborough, MA
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.
Citizens
$65000 - $70000
Summit, NJ
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Jobot
$300000 - $375000
Houston, TX
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.
iCapital
$160000 - $200000
New York, NY
10+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.). iCapital is seeking an experienced and highly motivated Vice President Investment Product Development professional with deep expertise in semi-liquid structures to support its expansion strategy.
ameriprise
Chicago, IL
Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.
Mitchell Martin
$36.75 - $52.5
Hamilton Township, NJ
This position is part of a team responsible for financial planning and portfolio analytics, requiring collaboration with various stakeholders. The candidate will work with generic financial technologies to enhance platform capabilities and support field operations.
Jobot
$120000 - $200000
Westborough, MA
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.
ameriprise
Minneapolis, MN
Drive sales by developing, maintaining, and deepening relationships with new and existing DC-focused advisors; influences advisor choices using a consultative sales process and other performance improvement systems. • Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Columbia Threadneedles products and services.
Vaco LLC
$75000 - $100000
Waukesha, WI
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.
Fidelity Investments
$59000 - $74000
Glen Echo, MD
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Pitisci & Associates
Punta Gorda, FL
Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Charles Schwab
Orlando, FL
The Senior Manager, Field Enablement is a strategic individual contributor responsible for preparing Schwab’s field teams to proactively add value in client relationships through Schwab’s broad portfolio of products and solutions. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build and grow their businesses.
Monterra Credit Union
$24 - $28
REDWOOD CITY, CA
Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. Provides assistance to new and existing members with regard to all Credit Union products and services (includes all lending products and investment opportunities available).
Bok Financial
Woodlands, TX
You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
bdo consulting
$150000 - $225000
Dallas, TX
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Colony Capital
$65000 - $75000
Stamford, CT
Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicants skill set.
citi private bank
Houston, TX
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
citi private bank
San Francisco, CA
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
Mindlance
$32 - $34
St. Louis, MO
Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE"). • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
Kforce Inc.
$55000 - $65000
Boston, MA
Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Thoroughbred Advisors - National Life Group
White Plains, NY
Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.
The Piedmont Group
$70000 - $150000
Dunwoody, GA
At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Maximize your success with a culture built around ultra-competitive planning, investment solutions and protection, collaboration with top financial professionals, genuine inclusion, and a wide range of support.