Updated 24 Oct 2026 · 113 new this week · 5 quick-apply roles listed first
Showing 81–100 of 511 jobs
TIAA10,000+ employees
5+ years reporting/analytics experience, SQL and Tableau proficiency, university degree preferred, ability to lead team and present to senior management.
Fortera Credit Union201–500 employees
Bachelor's degree in Finance, Business or related field required; 5+ years as Financial Advisor or equivalent combination; FINRA licenses in good standing; state life and health insurance license…
CAPTRUST1,001–5,000 employees
Bachelor's degree or higher; 3+ years relevant work experience; CFP preferred; excellent communication and computer skills including MS Word, Excel, Outlook; familiarity with eMoney preferred.
Texas Regional Bank201–500 employees
Bachelor's degree in business, finance, economics or related field; 3+ years securities research and client-facing portfolio construction in wealth management; strong financial modeling and…
Beacon Pointe501–1,000 employees
Four-year college degree (Finance, Business, or Economics preferred); 1-2+ years relevant experience with high-net-worth individuals preferred; CFP, CFA, or Series 65 preferred; proficiency in…
Gunster501–1,000 employees
Undergraduate degree and/or CP or FRP designation; 3+ years paralegal experience; knowledge of estate and trust administration, estate planning, tax, and accounting; excellent communication…
D.A. Davidson Companies1,001–5,000 employees
Bachelor's degree and 10+ years in wealth, estate, or tax planning; proven leadership and business development; Series 7 and 66 (or 7, 63, 65) required within 4 months; JD, CPA, CTFA, or CFP…
Aon10,000+ employees
3-5 years insurance industry experience; bachelor's degree or equivalent; must obtain Property & Casualty Broker License within 120 days; proficiency in Word, PowerPoint, Excel, Adobe; strong…
Bitdeer Group201–500 employees
5+ years in inventory/material/asset management; experience with physical counts, capital equipment, ERP/CMMS/WMS (SAP, Oracle, Maximo), Excel; US work authorization without sponsorship; willingness…
Baker Boyer Bank51–200 employees
Bachelor's or Master's in finance, accounting, business or related field; 4-6 years client-facing banking/finance experience; CTFA or CFP designation required or willingness to pursue; CPA or JD…
USI Insurance Services10,000+ employees
5+ years group health insurance experience preferred; bachelor's degree preferred; must hold or obtain Life & Health license within 3 months; strong analytical, organizational, and communication…
JPMorganChase10,000+ employees
At least 1 year of post-MBA experience in product management, strategy, consulting, or related field; hands-on experience with AI coding tools; technical aptitude; strong communication; ability to…
CAPTRUST1,001–5,000 employees
Bachelor's degree or higher; 3+ years relevant work experience; CFP designation preferred; excellent communication and computer skills including MS Word, Excel, Outlook; familiarity with eMoney…
Goldman Sachs10,000+ employees
4+ years of private wealth management or related experience; Series 7, 63, and 3 licenses (or obtain within 3 months); strong client focus, business development, and relationship management skills…
Better Health Group501–1,000 employees
High school diploma required; Bachelor's in Marketing or Business preferred; 2+ years in insurance broker sales or Medicare outreach; knowledge of CMS guidelines and HIPAA; CRM and Google Suite…
Mutual of Omaha1,001–5,000 employees
Bachelor's degree in Finance, Accounting, Economics, Business or related field; 3+ years analyzing investments, private credit, infrastructure, project finance, or fixed income; strong credit…
Aon10,000+ employees
1+ year insurance brokerage, underwriting, or account management experience; intermediate client relationship management, program placement, negotiation, and Microsoft Office skills; active Property…
Talent Advisor2–10 employees
Bachelor's degree or equivalent experience; 3+ years financial advising experience strongly preferred; active Series 65 license; active Life and Health Insurance license; strong communication and…
Strategy Financial Group11–50 employees
5+ years financial services experience with sales emphasis; Life and Health insurance licenses and Series 65; strong communication, analytical, and organizational skills; proficiency in Microsoft…
Better Health Group501–1,000 employees
High school diploma required; 2+ years in insurance broker sales, Medicare outreach, or related healthcare field; working knowledge of Medicare and CMS guidelines; HIPAA understanding; CRM and Google…
There are 511 open wealth manager & financial advisor jobs on Weekday as of 24 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.
Half the listings with a disclosed salary pay ₹15–36 LPA, and the median is ₹26 LPA, from 12 listings on Weekday.
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.
Among the newest listings, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Emoney and Microsoft Outlook come up most often.
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