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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 301–318 of 318 jobs

The Grane Companies logo

Carrier Rep/Broker

The Grane Companies201–500 employees

ChicagoOn-siteSalary not disclosed

Associate's degree required, Bachelor's preferred; proficiency in Microsoft Office; ability to learn software; strong math, communication, problem-solving, and organizational skills; self-motivated…

  • Microsoft Office
  • DAT
  • Internet Truckstop
  • Ryder
4 weeks agoApply ↗
New York CityOn-site2+ yrs$115k–150k

Master's degree and 2 years or Bachelor's degree and 3 years relevant experience; finance experience and knowledge of public company financial statements; proficiency in Excel, Word, PowerPoint, AI…

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Powerpoint
  • AI
4 weeks agoApply ↗
Grimes & Company logo

Head of Wealth Strategies

Grimes & Company11–50 employees

WestboroughHybrid12+ yrs$215k–275k

Bachelor's degree in finance, financial planning, accounting, economics, law or related; JD or advanced designations (CFP, CPA, CPWA, ChFC, CTFA, CEPA) required; 12+ years in wealth management or…

  • Salesforce
4 weeks agoApply ↗
Skyline Wealth Strategies LLC logo

Financial Advisor - Client Success

Skyline Wealth Strategies LLC2–10 employees

AustinOn-site2+ yrs$60k

2+ years financial services or client relationship experience; bachelor's degree in finance or related field preferred; CFP or CPA preferred; advisor licensing preferred or willingness to obtain…

  • CRM
4 weeks agoApply ↗
Bank of America logo

Wealth Management Client Associate

Bank of America10,000+ employees

AlbanyOn-site$52k–92k

High school diploma/GED; client-centric mindset; ability to learn new technology; FINRA SIE, Series 7, and/or Series 66 preferred; strong computer skills including Microsoft Word, Excel, PowerPoint…

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Powerpoint
  • Salesforce
4 weeks agoApply ↗
Bank of America logo

Registered Private Wealth Client Associate

Bank of America10,000+ employees

Bloomfield HillsOn-siteSalary not disclosed

High school diploma/GED; currently holds FINRA SIE, Series 7, and Series 66 (or 63 and 65); advanced industry knowledge; client-centric mindset; ability to learn new technology platforms.

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Powerpoint
  • Salesforce
4 weeks agoApply ↗
LGE Community Credit Union logo

Financial Solutions Specialist- Roswell

LGE Community Credit Union201–500 employees

RoswellOn-site1+ yrsSalary not disclosed

High school diploma or equivalent; 1+ years customer service and/or sales experience; comfortable with little supervision; basic computer operation; ability to cross-sell and solve complex problems…

  • Microsoft Excel
  • Microsoft Word
4 weeks agoApply ↗
Fictiv logo

Investment Associate

Fictiv201–500 employees

OaklandOn-site2+ yrs$125k–150k

2-4 years in venture capital, investment banking, consulting, corporate development, or hardware/deep-tech operating role; technical fluency in engineering or related field preferred; strong written…

  • CRM
4 weeks agoApply ↗
First Command Financial Services, Inc. logo

Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.501–1,000 employees

Town and CountryOn-site5+ yrsSalary not disclosed

5+ years financial services experience; Series 7 & 66 (or 6, 63, 65) and Life & Health license required; CFP, ChFC, or RICP preferred; military experience or affiliation strongly preferred.

4 weeks agoApply ↗
Holy Family University logo

Financial Services Specialist

Holy Family University201–500 employees

PhiladelphiaOn-site3+ yrsSalary not disclosed

High school diploma required; bachelor's degree in accounting, business, or finance preferred; 3+ years financial/administrative experience; experience with Colleague and Microsoft Office; knowledge…

  • Colleague
  • Microsoft Office
4 weeks agoApply ↗
TruWest Credit Union logo

Manager- Wealth Management

TruWest Credit Union201–500 employees

TempeOn-site5+ yrs$108k

Bachelor's degree or equivalent certifications (Series 7/66 or 63/65), 5-8 years related experience, Series 7,63,65/66 licenses required, Microsoft Office and Salesforce proficiency, supervisory…

  • Microsoft Office
  • Salesforce
4 weeks agoApply ↗
ChicagoRemote$250k–275k

Bachelor's degree in finance, accounting, economics, computer science or related field; JD preferred; M&A experience preferred; proficiency in Microsoft Office; ability to work remotely with travel…

  • Microsoft Office
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Powerpoint
4 weeks agoApply ↗
Inspira Financial logo

Retirement & Wealth - Sr. Product Designer (Remote)

Inspira Financial1,001–5,000 employees

United StatesRemote5+ yrs$100k–130k

Bachelor's degree in UX/UI design or related field; 5-7 years product design experience; advanced Figma proficiency; experience with design systems, user research, and usability testing; AI design…

  • Figma
  • Storybook
4 weeks agoApply ↗
Edelman Financial Engines logo

Emerging Investor, Financial Planner (Nationwide)

Edelman Financial Engines1,001–5,000 employees

United StatesRemote5+ yrs$80k–98k

5 years financial services experience; Series 65 or 66 license required; CFP or CRPC preferred; 4-year college degree required with financial/business background preferred; strong emotional…

4 weeks agoApply ↗
Amegy Bank logo

Senior Wealth Planning Strategist, Houston, TX

Amegy Bank1,001–5,000 employees

HoustonOn-site10+ yrsSalary not disclosed

Bachelor's degree required; CFP, CPA, JD, or MBA preferred; 10+ years experience in financial, tax, or estate planning for high-net-worth clients; advanced knowledge of federal transfer tax system…

  • CPA
4 weeks agoApply ↗
World Education Services logo

Investment Associate (Remote)

World Education Services201–500 employees

United StatesRemote2+ yrs$100k–125k

Bachelor's degree in business, finance, or related field; 2+ years related work experience; strong analytical, project management, and communication skills; proficiency with Microsoft Office…

  • Microsoft Office
  • Microsoft Powerpoint
  • Microsoft Excel
  • Microsoft Word
4 weeks agoApply ↗
TCI Wealth Advisors logo

Spring 2027 Wealth Management Intern (Tucson)

TCI Wealth Advisors51–200 employees

TucsonOn-site$41k

Current senior or second-semester junior with GPA 3.25+, available 15-24 hours/week for 12 weeks, pursuing financial planning degree preferred, proficiency with Microsoft Office and financial…

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Powerpoint
  • Emoney
4 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 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, Microsoft Office and Salesforce 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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