2,185 Results for

Wealth Advisor Jobs in the United States

Jobs

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.

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!

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.

Washington, DC7 days ago

$200,000–$250,000 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. Collaborate and lead the advisors - accountable that advisors are following compliance policy and acting as a fiduciary as well as navigating the challenging conversations with advisors.

Atlanta, GA7 days ago

$140,000–$155,000 Per Year

Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. 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!

Royersford, PA2 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.

St. Petersburg, FL7 days ago

$145,000–$150,000 Per Year

Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. You will lead client trainings, onboard new users, and run strategic best-practice sessions, turning complex platform capabilities into clear, actionable guidance that makes life easier for advisors and their teams.

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.

Ellicott City, MD7 days ago

Remote

$40–$55 Per Hour

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.

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.

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.

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!

New York, NY2 days ago

$80,000–$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. 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.

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.

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.

Charlotte, NC9 days ago

Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ Provide insights on marketing conditions and competitor activities to the Executive Vice President/Chief Operating Officer.

West Des Moines, IA9 days ago

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.

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!

Poughkeepsie, NY4 days ago

$55,000–$70,000 Per Hour

Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience.

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.

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.

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!

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.

Williamsport, PA17 days ago

At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance.

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.

Scottsdale, AZ7 days ago

$130,000–$150,000 Per Year

A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. 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.

West Valley City, UT13 days ago

$65,000–$159,000 Per Year

You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

Missouri City, TX13 days ago

$65,000–$159,000 Per Year

New!

Coral Gables, FL6 days ago

Full-time

Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Coral Gables, FL9 days ago

For those RMIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Beaver, PA9 days ago

Additionally, this position would include managing a small to medium group of wealth management clients during the non-peak tax season in addition to supporting the tax team with tax reduction planning meetings from May through the beginning of December. This role is responsible for running and supporting year-round tax reduction planning meetings and preparing/reviewing personal tax returns, while also supporting the wealth management team and individual advisors throughout the year.

New!

Boise, ID2 days ago

They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.\r\n\r\nIn addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.\r\n\r\nWhat we do - \r\nSwivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale.

New!

Orlando, FL5 days ago

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. Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.

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.

New!

Memphis, TN5 days ago

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. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.

New!

Milwaukee, WI1 day ago

$89,440–$134,160 Per Year

Summary: Primary responsibility is to support the growth, enhancement, and maintenance of all aspects NMWMC’s advisory platform including trading capabilities, proposal workflow, billing capabilities, investment policy violations, reporting, and integrated solutions. This role supports the day-to-day operation and continuous improvement of NMWMC’s advisory technology platform, partnering with product, compliance, and technology teams to ensure a stable, compliant, and scalable advisor experience.

Brentwood, TN13 days ago

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. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .

Coral Gables, FL12 days ago

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. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .

New!

Memphis, TN5 days ago

As the Business Risk Oversight Officer within our second line of defense (2LOD), you will serve as a critical partner providing independent oversight and credible challenge to first line of defense (1LOD) business associates, acting as a trusted advisor to ensure operational risk is appropriately identified, assessed, monitored, and controlled, and that risk programs are properly executed in alignment with risk appetite, regulatory expectations, and our commitment to serving clients responsibly. 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.

New!

Memphis, TN5 days ago

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. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.

Miami, FL13 days ago

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 Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.

Lake Charles, LA8 days ago

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. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.

New!

Naples, FL5 days ago

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. At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals.

Cleveland, TN10 days ago

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. Develop new customer prospects and business, with the potential to manage and maintain a portfolio of commercial, business banking, and private clients, in line with local market dynamics.

New York, NY9 days ago

Remote

$120,000–$150,000 Per Year

The role focuses on selling charitable giving technology and managed services to senior decision-makers at large financial institutions and wealth management firms. You’ll help expand adoption of modern donor-advised fund platforms, planned giving solutions, and back-office administration services that power large-scale generosity.

Bethesda, MD9 days ago

Kalamazoo, MI9 days ago

With over 140 years of combined public accounting experience, their locally owned practice integrates traditional services with forward-looking planning in wealth management, estate strategy, business consulting, and succession planning. Join a team that blends deep technical expertise with proactive guidance, serving as strategic partners to their clients rather than just compliance providers.

Seattle, WA12 days ago

Full-time
Employee

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Walla Walla, WA30+ days ago

$107,000–$166,000 Per Year
Full-time
Employee

As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts. Paid Leave- 10 days* of Vacation time – The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.

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