Wealth Management Advisor Jobs in the United States
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.
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
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
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
$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
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
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
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
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.
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.
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.
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.
FIRST SERVICE CREDIT UNION
Houston, TX
What You’ll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG’s leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP® designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392 Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.
Colony Capital
Indianapolis, IN
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.
Colony Capital
$80000 - $140000
Boston, MA
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. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients goals and aspirations.
Colony Capital
Denver, CO
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.
Bok Financial
Phoenix, 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
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.
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
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.
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.
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.
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.
Charles Schwab
Phoenix, AZ
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.
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.
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.
Bok Financial
Tulsa, OK
Leads a diverse team primarily responsible for providing operational and technical support to the Wealth Management division including Retirement Plan Administration, Institutional Trust, Institutional Custody, Private Wealth (including personal trust administration), Corporate Trust, Investment Management (Trust and RIA), Oil and Gas Administration and International Operations. Typically has 10 to 15 years of experience in the financial services industry with a diverse wealth management background with familiarity in Securities Processing, Retirement Plan Administration, Fiduciary Accounting, Taxation and Accounting for Minerals and Real Estate.
Gables Search Group
Wexford, PA
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.
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.
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.
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.
Charles Schwab
Charlotte, NC
Schwab Wealth Advisory is 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. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
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.
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.
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.
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.
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.
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.
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.
Charles Schwab
Albany, NY
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).
citi private bank
San Francisco, CA
Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.
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.
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.