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…
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…
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…
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…
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.
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…
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…
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.
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…
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…
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…
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…
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…
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…
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…
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…
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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