Updated 23 Oct 2026 · 72 new this week
Showing 101–120 of 318 jobs
Crews Bank & Trust51–200 employees
Bachelor's degree in Finance, Business, Economics or related field or equivalent experience; 1-3 years investment support or trust administration preferred; strong investment concepts; Microsoft…
SPC Credit Union51–200 employees
High school diploma or equivalent; similar or related experience; ability to communicate product information, work under stress, organize multiple tasks, and exercise good judgment.
Citizens10,000+ employees
Active Series 7, 63, 65 (or 66); valid Life/Health/Variable insurance license or obtain within 60 days; 2+ years financial advisor experience; proven new business development; team-oriented bank…
BNY10,000+ employees
Bachelor's degree or equivalent; 7-10 years total work experience preferred with 7+ years investment experience for MBAs/CFAs; applicable securities licenses and registrations may be required; strong…
Loma Linda University Medical Center5,001–10,000 employees
Two years of experience in authorization, registration, or insurance verification in a medical group or hospital setting; knowledge of health insurance networks; English proficiency; computer skills…
Beacon Pointe501–1,000 employees
Four-year college degree (Bachelor's in Finance, Business or Economics preferred); professional financial designation (CFP, CFA, or Series 65) preferred; 1-2+ years relevant experience a plus…
First Command Financial Services, Inc.501–1,000 employees
Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or related field; 0-2 years professional or internship experience; strong analytical, organizational, and communication…
Signal Advisors51–200 employees
Hands-on experience running advisor or account transitions at an RIA or broker-dealer; working knowledge of Fidelity and/or Schwab custodial platforms including ACAT transfers; ability to manage…
RubinBrown501–1,000 employees
Bachelor's in accounting or finance required; 10+ years as RIA, financial planner, or trust officer; CPA, CFA, or CFP preferred; Series 65 license or ability to obtain; Microsoft Office proficiency…
Inspira Financial1,001–5,000 employees
Bachelor's degree or equivalent; 15+ years progressive marketing experience including 7+ years leading teams; financial services experience; proven ability to build marketing organizations and drive…
SimpleCiti Companies11–50 employees
Pass interview, study for Series 65 on-site unpaid for about two months, pass Series 65 and be eligible for New York investment adviser representative registration; works on-site in Garden City.
EP Wealth Advisors201–500 employees
Undergraduate degree required, preferably business; Series 65 or equivalent; 2+ years relationship management/sales with 1+ year in financial services; CRM and Microsoft Office proficiency; strong…
Titan Technologies501–1,000 employees
TS/SCI clearance; 2 years IT and asset management experience; BS+2 years, MS+0, HS+6, or AA+4 years education; ability to meet eligibility for classified information access.
Nationwide10,000+ employees
Bachelor's degree in finance; CFP designation and FINRA 6, 63, 65 (or 7/66) and life insurance licenses required; 2+ years financial services experience; valid driver's license; occasional travel.
Glenmede201–500 employees
Bachelor's degree or equivalent experience required; 0-4 years financial services experience preferred; proficiency in Microsoft Office and Salesforce.com desirable; strong interpersonal…
Mariner1,001–5,000 employees
Bachelor's degree in Finance or related field preferred or within 6 months; internship in financial planning; commitment to Series 65; proficiency in Microsoft Office and financial planning software.
Mariner1,001–5,000 employees
Bachelor's degree (finance or related field preferred); 2+ years relevant experience; CFP designation or Series 65 required; understanding of wealth management; experience with high net worth clients…
JPMorganChase10,000+ employees
2+ years financial advisor experience; active Series 7 and Series 66 (or 63/65) licenses; Life, Health, and Long Term Care insurance license; demonstrated client acquisition and relationship…
HM Brown51–200 employees
2+ years in sales or business development; valid driver's license and favorable driving record; pass criminal background check and drug screening; proven networker with entrepreneurial mindset.
Mercer Advisors501–1,000 employees
Bachelor's degree in business, economics, accounting, or finance; 7-10 years of job-related experience; CFP required or acceptable alternatives; Series 65 required; advanced financial planning…
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.
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.
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