3-5 years similar experience; high school diploma or GED; excellent communication and interpersonal skills; computer and MS Office proficiency; ability to handle cash and perform account maintenance.
Bachelor's degree required; 5+ years financial services experience; state insurance license and Series 65 (or 7/66) required; proficiency in Excel, Word, database management, and Windows/Mac OS.
Minimum 5 years of real estate sales experience; strong communication, interpersonal, organizational, and problem-solving skills; client-focused mindset.
Bachelor's degree in Finance, Accounting, Economics, Business or related field; 10+ years in investor relations, equity research, or investment banking; strong communication, analytical, and…
Associate's degree or equivalent; 2+ years sales/marketing experience; valid driver's license; PC skills in Excel, Word, Outlook; ability to travel; physical ability to lift up to 25 pounds.
1-3 years administrative or client service experience preferred; proficiency with Microsoft Outlook, Word, Excel, PowerPoint; familiarity with CRM and document management; strong organizational and…
Wealth Advisor role at a mid-sized RIA; requires commitment to growth, client relationship management, and leveraging firm resources for comprehensive financial planning.
High school diploma or equivalent; similar or related experience; ability to communicate credit union products and services; handle multiple tasks under stress; good judgment and problem-solving…
High school diploma or GED required, bachelor's degree preferred; 5+ years proven sales experience; financial services experience helpful; Series 65 or equivalent required; ability to qualify…
Bachelor's degree required; 5+ years pension or retirement plan administration experience; ASC and FT Williams software preferred; strong math and communication skills; U.S. work authorization…
5+ years group health insurance experience preferred; bachelor's degree preferred; Life & Health license required or obtain within 3 months; strong analytical, organizational, and communication…
5+ years in continuous improvement, process design, or multi-site operations management; track record of piloting programs; knowledge of DMAIC, 5S, process mapping; strong documentation and project…
Active Series 7, 66 (65 and 63), and life insurance licenses; established track record of top-ranked sales performance; experience with virtual and phone-based servicing and sales; ability to adapt…
BA/BS in finance, accounting, economics, or engineering; MBA, CFA, or advanced degree preferred; 10+ years in investor relations, investment banking, equity research, or equity investing; excellent…
Bachelor's degree in related field or equivalent experience; 5+ years relevant industry experience; proficient in eMoney Advisor or similar financial planning software; CFP designation required.
Bachelor's degree and 10+ years' experience in lending, sales, banking products and services; active investment licenses (Series 7 and 66 or 63 and 65); expert knowledge of banking, commercial…
High school diploma required; Bachelor's in Marketing or Business preferred; 2+ years in insurance broker sales, Medicare outreach, or related healthcare; knowledge of Medicare and CMS guidelines…
Enrolled in a Bachelor's degree program, rising senior graduating between May 2028 and December 2028; excellent communication skills; proficiency with Microsoft Office Suite; authorized to work in…
Must be enrolled in a Bachelor's degree program and a rising senior (graduating May 2028-December 2028); excellent communication skills; proficiency with Microsoft Office Suite; authorized to work in…
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 318 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 Word, Microsoft Powerpoint and Microsoft Office 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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