Bachelor's degree or equivalent work experience; 8+ years interacting with high and ultra-high net worth clients; NMLS registration required; strong relationship management and business development…
5+ years relevant work experience; active Series 7 and Series 66 or Series 63/65 required; four-year degree or professional certification preferred; legally authorized to work in the US without…
5+ years relevant work experience; Series 7 and Series 66 (or 63 and 65) required; four-year degree or professional certification preferred; legally authorized to work in the US without sponsorship.
Minimum four-year degree in business or related field; three years experience in real estate or telecommunications leasing; two years legal document experience preferred; advanced Excel and MS Office…
Bachelor's degree required; advanced degree or CFA preferred; 1.5-4 years investment management experience; proficiency in Excel and PowerPoint; strong communication and project management skills.
Bachelor's degree; 3+ years related financial services experience; SIE, Series 3, 7 and 63 must be obtained within three months; strong communication and interpersonal skills; interest in financial…
Bachelor's, Master's or PhD in quantitative or engineering field; 1-3 years quantitative financial modeling and software development; programming and mathematical skills; machine learning knowledge…
Bachelor's degree in advertising, marketing, business administration, or communications; 1+ years digital or video investment experience; advanced Excel, intermediate PowerPoint and Word; strong…
Bachelor's degree in advertising, marketing, business administration, or communications (or equivalent experience); 1+ years digital investment experience; advanced Excel and intermediate PowerPoint…
Rockefeller Capital Management1,001–5,000 employees
PhiladelphiaOn-site10+ yrsSalary not disclosed
Bachelor's degree required; JD or CPA strongly preferred; 10+ years financial or tax planning experience with UHNW clients; proficiency in wealth planning software like eMoney; strong communication…
Jewish Family Services of Western New York51–200 employees
BuffaloOn-site$46k–58k
Experience with refugee youth and families impacted by trauma; Bachelor's degree or equivalent professional experience; fluent in Arabic; proficient in Microsoft Word and Outlook; valid driver's…
Bachelor's degree required; advanced degree or CFA preferred; 1.5-4 years investment management experience; strong communication, project management, and analytical skills; proficiency in Excel and…
Bachelor's, Master's or PhD in quantitative or engineering field; 1-3 years experience in quantitative financial modeling and software development; programming and mathematical skills; machine…
Bachelor's degree; 3+ years financial services experience; SIE, Series 3, 7 and 63 licenses must be obtained within three months; strong communication and interpersonal skills; interest in pursuing a…
Pursuing a Bachelor's degree in Finance or a CFP-aligned program; demonstrated interest in financial planning; strong critical thinking, communication, and teamwork skills.
Pursuing a Bachelor's degree in Finance or a CFP-aligned program; demonstrated interest in financial planning; strong critical thinking, organization, and communication skills.
Pursuing a Bachelor's degree in Finance or a CFP-aligned program; demonstrated interest in financial planning; strong critical thinking, communication, and organizational skills.
Pursuing a Bachelor's degree in Finance or a CFP-aligned program; demonstrated interest in financial planning; strong critical thinking, problem-solving, communication, and teamwork skills.
Rockefeller Capital Management1,001–5,000 employees
PhiladelphiaOn-site10+ yrsSalary not disclosed
Bachelor's degree required; JD or CPA strongly preferred; 10+ years financial or tax planning experience with UHNW clients; proficiency in wealth planning software like eMoney; strong project…
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 316 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 Powerpoint, Finance and Financial Planning 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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