3+ years group health insurance experience preferred; bachelor's degree preferred; must hold Life & Health license or obtain within three months; Microsoft Office proficiency; strong communication…
Bachelor's degree in finance or communications; 5 years investor and media relations experience; strong strategic thinking, communication, and teamwork; knowledge of exchange requirements preferred.
Bachelor's degree; 2+ years financial services experience; active FINRA Series 7 and 66 or Series 63 and 65 licenses; active state life, health, disability, and variable insurance licenses; strong…
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…
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.
Bachelor's degree in finance, accounting, economics or related field; 10+ years in investor relations, equity research, investment banking, or corporate finance; strong financial modeling and…
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 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.
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