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.
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…
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…
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…
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…
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…
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…
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…
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…
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.
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…
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…
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…
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…
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…
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.
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…
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…
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…
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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