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310+ Wealth Manager & Financial Advisor Jobs in the USA

Updated 23 Oct 2026 · 72 new this week

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Showing 181–200 of 316 jobs

Generate logo

Analyst, Investor Relations

Generate201–500 employees

San FranciscoHybrid1+ yrs$100k–115k

1-3 years finance experience; Bachelor's degree in finance, economics, accounting or quantitative field; advanced Excel; strong attention to detail; clear communication; interest in AI/automation.

  • Microsoft Excel
  • Global Shares
  • Carta
  • Dealcloud
2 weeks agoApply ↗
MassMutual logo

Corporate Development Lead – Wealth Management

MassMutual5,001–10,000 employees

BostonHybrid5+ yrs$168k–220k

5+ years corporate development at a wealth manager or related entity, including M&A transaction experience; advanced financial modeling and valuation skills; bachelor's degree; graduate degree valued…

  • M&a
  • Financial Modeling
  • Valuation
2 weeks agoApply ↗
Atlassian logo

Director of Investor Relations

Atlassian10,000+ employees

San Francisco or United StatesRemote10+ yrsSalary not disclosed

10+ years of relevant experience in sell-side equity research, in-house IR, or corporate development at a high-growth public tech company; exceptional communication and executive presence; deep…

  • Equity Research
  • SaaS
2 weeks agoApply ↗
Atlassian logo

Director of Investor Relations

Atlassian10,000+ employees

San FranciscoHybrid10+ yrs$213k–278k

10+ years in sell-side equity research, in-house IR, or corporate development at a high-growth public tech company; exceptional communication; deep understanding of software business models and SaaS…

  • Equity Research
  • SaaS
2 weeks agoApply ↗
Sumitomo Mitsui Trust Bank Limited New York Branch logo

Investor Services and Business Solution Intern

Sumitomo Mitsui Trust Bank Limited New York Branch201–500 employees

New York CityHybrid$62k

Bachelor's degree or equivalent in finance, economics, or related business program (or working towards it); understanding of financial markets; proficiency in Microsoft Office with financial modeling…

  • Microsoft Office
  • Bloomberg
  • Edgar
2 weeks agoApply ↗
New York CityOn-site1+ yrs$85k–110k

Bachelor's degree in Finance, Economics, Operations, Data Analytics or related field; 1-3 years professional experience in financial services, asset management, consulting or corporate strategy…

  • Microsoft Excel
  • Microsoft Powerpoint
  • Tableau
  • Power BI
2 weeks agoApply ↗
Better Health Group logo

Broker Liaison

Better Health Group501–1,000 employees

Birmingham2+ yrs$55k

High school diploma required; Bachelor's in Marketing or Business preferred; 2+ years insurance broker sales or Medicare outreach experience; knowledge of Medicare, CMS guidelines, HIPAA; CRM and…

  • Hubspot
  • Google Drive
  • Google Docs
  • Google Sheets
2 weeks agoApply ↗
Mariner logo

Wealth Planning Analyst

Mariner1,001–5,000 employees

TigardOn-site$60k–80k

Bachelor's degree in Finance, Financial Planning or related field (or completion within 6 months); internship in financial planning or wealth management; commitment to pursue Series 65 license…

  • Emoney
  • Holistiplan
  • Nitrogen
  • Microsoft Word
2 weeks agoApply ↗
Aon logo

Senior Commercial Broker

Aon10,000+ employees

Santa AnaHybrid7+ yrs$110k–125k

Bachelor's degree or equivalent; minimum 7 years insurance experience; P&C license required or obtained within 90 days; advanced designations (CPCU, CIC, ARM) preferred; Microsoft Office proficiency…

  • Microsoft Office
  • Epic
2 weeks agoApply ↗
Rockline Industries, people who make it right logo

Asset Manager

Rockline Industries, people who make it right1,001–5,000 employees

MorristownOn-site4+ yrsSalary not disclosed

Bachelor's degree in operations, engineering, supply chain, or business; 4-6 years manufacturing experience with 2-4 years supervisory leadership; ability to analyze data and manage multiple tasks.

  • Supply Chain
  • Manufacturing
  • Supervisory
2 weeks agoApply ↗
Coastal Wealth logo

Certified Financial Planner

Coastal Wealth51–200 employees

Fort LauderdaleHybrid2+ yrs$48k–60k

Bachelor's degree in Finance, Accounting, Economics or related field; CFP designation or actively pursuing; 2-4 years financial planning experience; proficiency with eMoney, RightCapital or…

  • Emoney
  • Rightcapital
  • Moneyguidepro
2 weeks agoApply ↗
OneAZ Credit Union logo

Wealth Advisor

OneAZ Credit Union501–1,000 employees

ScottsdaleOn-site2+ yrsSalary not disclosed

High school diploma required; bachelor's degree preferred in economics, finance, or business; 1-3 years experience with minimum 2 years as financial advisor; FINRA SIE, Series 7, 63/65 or 66; AZ…

  • CRM
2 weeks agoApply ↗
ClaytonOn-site2+ yrsSalary not disclosed

High school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63/65; 2+ years industry experience preferred; advanced Microsoft Office skills; legal authorization to…

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Powerpoint
2 weeks agoApply ↗
New York CityOn-site2+ yrs$35k–90k

Active Series 7 and Series 66 (or Series 63 and 65) required; 2+ years industry experience preferred; high school diploma required; college degree preferred; strong computer skills and Microsoft…

  • Microsoft Office
  • Morgan Stanley Online
  • Morgan Stanley Mobile
2 weeks agoApply ↗
ClaytonOn-site2+ yrsSalary not disclosed

High school diploma or equivalency; active Series 7 and Series 66 or Series 63 and Series 65; 2+ years industry experience preferred; advanced Microsoft Office skills; legal authorization to work in…

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Powerpoint
2 weeks agoApply ↗
HPS Investment Partners, LLC logo

Intern - Wealth Management (NY)

HPS Investment Partners, LLC501–1,000 employees

New York CityHybrid1–2 yrs$59k–73k

Rising junior or senior in college/university; 1-2 years of Excel and PowerPoint experience; CRM tool experience (Salesforce/DealCloud) preferred; business administration focus preferred.

  • Microsoft Excel
  • Microsoft Powerpoint
  • Salesforce
  • Dealcloud
2 weeks agoApply ↗
Waverly Advisors, LLC logo

Associate Wealth Advisor

Waverly Advisors, LLC51–200 employees

DaytonOn-site2+ yrsSalary not disclosed

Bachelor's degree in finance, business, economics or related field; Series 65 required, CFP preferred; 2-5 years financial services experience; proficiency with financial planning software (eMoney…

  • Emoney
  • Right Capital
  • Money Guide PRO
  • Salesforce
2 weeks agoApply ↗
Waverly Advisors, LLC logo

Wealth Advisor

Waverly Advisors, LLC51–200 employees

DaytonOn-site5+ yrsSalary not disclosed

Bachelor's degree in Finance, Business, Economics or related field; 5-7 years financial services experience; Series 65, CFP, or CFA required; strong communication, networking, and client management…

  • CRM
2 weeks agoApply ↗
Nebius logo

Investor Relations Associate

Nebius201–500 employees

United StatesRemote2+ yrs$89k–112k

2-4 years in equity research, investment banking, asset management, IR, or corporate finance; strong financial modeling and analysis; excellent communication; Excel and PowerPoint skills; authorized…

  • Microsoft Excel
  • Microsoft Powerpoint
  • Bloomberg
  • Factset
2 weeks agoApply ↗

Wealth Manager & Financial Advisor jobs in other cities

  • Bangalore
  • Hyderabad
  • Pune
  • Delhi
  • Mumbai
  • Chennai
  • Remote, India

Wealth manager & financial advisor jobs in the USA: FAQs

How many wealth manager & financial advisor jobs in the USA are open right now?

There are 316 open wealth manager & financial advisor jobs in the USA on Weekday as of 23 October 2026, with 72 added in the last 7 days. The list updates daily.

Which companies are hiring for wealth manager & financial advisor roles in the USA?

Goldman Sachs, Aon, CAPTRUST, Morgan Stanley and Better Health Group have the most open wealth manager & financial advisor roles in the USA on Weekday right now. Pick a company under "Top companies hiring" to see only its jobs.

Which skills do wealth manager & financial advisor jobs in the USA ask for most?

Among the newest listings, Microsoft Excel, Microsoft Powerpoint, Microsoft Office, Emoney and Microsoft Word 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.

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