Wealth Advisor Jobs in the United States

Citizens

$105000 - $250000

Gloucester, 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

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

$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

Great Neck, 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.

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

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

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

East Greenbush, 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

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.

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

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

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.

Colony Capital

$60000 - $125000

Palo Alto, CA

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. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Bok Financial

Scottsdale, 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.

Midland States Bank

$103700 - $138200

Joliet, IL

Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. 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.

Charles Schwab

Phoenix, AZ

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.

Charles Schwab

Charlotte, NC

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

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.

Amerant Bank

Coral Gables, FL

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.

Vaco LLC

$80000 - $100000

New York, NY

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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

A-Line Staffing Solutions LLC

$95000 - $146386

Westwood, MA

This role is focused on identifying and engaging high-quality, passive talent—primarily Financial Advisors, Wealth Advisors, and Investment Consultants—across key markets including the Northeast, Midwest, and South. This is a high-impact opportunity to partner closely with recruiters and business leaders, acting as a trusted talent advisor while helping the organization scale and capture market share.

Kforce Inc.

$130000 - $135000

San Francisco, CA

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

Charles Schwab

San Diego, CA

Most of the Business Development Officers time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab. The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA).

Apex Clearing Corporation

$220000 - $275000

New York, NY

This role, in particular, focuses on the expansion of Apex’s forward-looking Ascend platform to non-US localities while continuing to support current US-based processing, continuing the trusted attention to local regulatory best practices, coupled with disruptive, market-defining technology, as established by Apex’s US value proposition. Strategic Leadership: Collaborate closely with business SMEs, Relationship Managers, the service delivery organization and the technology organization to deliver local/regional Ascend solutions to create a one-of a kind global wealth processing platform.

Jobot

$40 - $55

Ellicott City, MD

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. This role requires an individual who is an Enrolled Agent (EA) and possesses an in-depth understanding of financial planning, wealth planning, tax planning, Roth conversions, charitable donations, rental properties, business planning, and real estate tax.

Amerant Bank

Coral Gables, FL

This rotational internship is full of opportunities to participate collaboratively in various projects and additional assignments that directly contribute to the success of the unit you assist. As we continually evolve and move forward to keep pace with the needs of our customers within each market, we draw upon the talent of our team members to identify new solutions and innovative ideas.

Farm Bureau Financial Services

West Des Moines, IA

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.

Farm Bureau Financial Services

West Des Moines, IA

The position supports multiple WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise. Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.

Bok Financial

Plano, TX

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience. You’ll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.

Bok Financial

Oklahoma City, OK

The role will team with all Private Wealth Officers and be responsible for maintaining and expanding relationships with high net worth clients across several delivery platforms including banking, trust, brokerage, financial planning and investment management and family office services. The Supervisor Client Services (Private Wealth) oversees the CSA‘s and works closely with all Private Wealth Officers to include the Private Wealth Advisors, Private Bankers and Trust Officers as well as their respective clients.

City National Bank

$200000 - $340000

New York, NY

Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.

MDMS Recruiting LLC

$45 - $55

New York, NY

Ensure professional and timely communication with external and internal business partners/clients regarding troubleshooting exceptions and transactions, settlement exceptions, inquiries, and client account-related issues. Foster a culture of partnership and collaboration with internal business partners/stakeholders to identify customer needs and ensure service delivery at the highest possible level.

Bok Financial

Kansas City, MO

This role combines deep investment acumen with marketing and storytelling capabilities to deliver consistent, high‑quality, and compliant prospect materials across the platform, focusing on BOKFPW’s largest and most complex relationships. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

Bok Financial

Tulsa, OK

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or Accounting or related field of study and ­­5+ years of directly related experience in ­­­­­­­­­­­­­credit analysis or 11+ years equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

Bok Financial

Austin, TX

You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­3-5 years of directly related experience in ­­­­­­­­­­­­credit/banking and/or 6-8 years of equivalent combination of education and experience.

CornerStone Professional

$25 - $29

Fort Worth, TX

This role ensures accurate proposal generation, clean data transfer, and organized documentation as accounts transition from a legacy system to a new managed account platform. Success is defined by producing multiple accurate proposals daily, maintaining compliance-ready records, and helping the team meet weekly production goals.

Bok Financial

Austin, TX

You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.

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.

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.

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 - 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.

First Horizon Bank

Charlotte, NC

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The role collaborates closely with executive leadership, business units, compliance, and audit to systematically identify, assess, and communicate risks affecting associates, clients, and the Company as a whole.

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.

New York Life - Uniondale

$85000 - $150000

Uniondale, NY

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. Qualifications:Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

bdo consulting

$225000 - $300000

Milwaukee, WI

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.

Charles Schwab

San Francisco, CA

The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.

Charles Schwab

Westlake, TX

Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.  . • Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly .

bdo consulting

$250000 - $300000

New York, NY

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. Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery.