High school diploma or equivalency required; Associate's degree preferred; prior teller experience and banking regulations knowledge preferred; Microsoft Office proficiency; strong communication…
1-3 years commercial real estate experience in investment, valuation, or asset management; advanced Microsoft Excel; strong financial and analytical skills; willingness to travel.
Bachelor's degree in business or related field; 2+ years operational and leadership experience in parking or related industry; supervisory background; Microsoft Office proficiency; valid driver's…
1-3 years experience in project finance, investment banking, M&A or similar; strong project management, organizational, analytical, written and verbal communication skills; proficiency in Microsoft…
CFP certification required; 3-5 years financial services experience; bachelor's degree; strong communication and project management skills; Microsoft Suite proficiency; background, drug, and credit…
Good written and oral communication skills; computer skills in Excel and/or Access; self-motivated team player; ability to work independently; investment, economic, and/or accounting classes…
High school diploma or equivalent; previous customer service experience preferred; comfortable with sales and cold-calling; strong communication skills; ability to work in fast-paced environment…
Bachelor's degree in related field or equivalent experience; 5+ years in wealth management, business development, and relationship management; CFP, CPA, or JD preferred.
Bachelor's degree in related field or equivalent experience; 5+ years in wealth management, business development, and relationship management; CFP, CPA, or JD preferred.
San Francisco or New York CityHybrid3+ yrs$220k–250k
3+ years experience in private equity or with PE-backed portfolio companies, partnerships in SaaS, quota-carrying track record, direct negotiation with VC/PE counterparts, and ability to travel…
Bachelor's degree in Business, Finance, Economics or related field; significant experience in Wealth Management, Private Banking, Trust, Commercial Banking or related financial services; strong…
4+ years executive assistant experience in corporate environment; advanced Microsoft Office skills; strong organizational, communication, time management, and multitasking abilities; ability to work…
Credit Union of Southern California201–500 employees
FullertonHybrid3+ yrs$70k
High school diploma, FINRA Series 7 and 66 or Series 63 and 65, 3+ years of financial services sales experience, CRM experience, and valid California driver's license with reliable transportation.
Prior experience in trading, investment banking, or investing at a top-tier firm; high EQ; extensive understanding of financial markets, investments, and financial planning including estate and taxes.
10+ years in investor services or related fields, 3+ years leading teams, experience in regulated broker-dealer environment, hands-on CRM platform ownership, Series 24 required (or Series 7 with…
Bachelor's degree in advertising, marketing, business administration, or communications, or equivalent experience; 1+ years digital or video investment experience; advanced Excel, intermediate…
CFP or ChFC designation required; Series 65 or 66 required; 3+ years client-facing financial planning or wealth management experience; proficiency with financial planning tools and CRM systems.
Bachelor's degree in finance, business, or related field; 8+ years wealth management experience with HNW clients; 4+ years leadership experience; CFP, CFA, MBA, or professional designation preferred…
Bachelor's degree required; CFP, CFA, or CPA preferred; 5+ years of relevant financial-advisory, wealth-management, business-development, or client-relationship experience; strong communication and…
Bachelor's degree required; 6-8+ years experience with deep knowledge of job area; may require NMLS registration and applicable licenses/certifications.
How many wealth manager & financial advisor jobs are open right now?
There are 513 open wealth manager & financial advisor jobs on Weekday as of 23 October 2026, with 113 added in the last 7 days. 5 of them were posted on Weekday by the employer and take one step to apply; they are listed first. The list updates daily.
What do wealth manager & financial advisor jobs pay?
Half the listings with a disclosed salary pay ₹15–36 LPA, and the median is ₹26 LPA, from 12 listings on Weekday.
Which companies are hiring for wealth manager & financial advisor roles?
Goldman Sachs, Aon, Morgan Stanley, Soltis Investment Advisors and Atlantic Union Bank have the most open wealth manager & financial advisor roles on Weekday right now. Pick a company under "Top companies hiring" to see only its jobs.
Which skills do wealth manager & financial advisor jobs ask for most?
Among the newest listings, Microsoft Excel, Microsoft Word, Wealth Management, Microsoft Powerpoint, Business Development and Microsoft Outlook come up most often.
Is Weekday free for job seekers?
Yes. Browsing and applying to jobs on Weekday is free for candidates. Companies pay Weekday to hire.
Find anyone’s contact and let Weekday reach out to them on your behalf