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Wealth Advisor Jobs in United States
1,400+ wealth advisor jobs from 190+ companies hiring in United States.
5d
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Wealth Advisor
United States
OnsiteFull Time
10+ YOEExperienced wealth advisor focusing on high-net-worth clients with holistic financial planning and fiduciary duties.
eMoney, MS Excel, Word, Outlook, PowerPoint
3w
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Wealth Advisor
Louisville, Kentucky, United States
OnsiteFull Time
3+ YOESeasoned wealth advisor with experience in investment and insurance planning, client relationship management, and financial solution development.
CRM, Financial planning software
1mo
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Wealth Advisor
Madison, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years wealth advisory experience; CFP preferred; Bachelor’s in Finance/Business/Economics; must obtain CFP if not held within 24 months; proficiency in wealth platforms and client development.
Wealth management platforms, CRM systems, financial planning tools
2mo
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Senior Wealth Advisor
Evansville, Indiana, United States
OnsiteFull Time
15+ YOE15+ years wealth management experience; CFP desired; Certified Trust and Fiduciary Advisor; ability to train and coach juniors; ability to travel; strong communication and business development skills.
4d
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WEALTH ADVISOR
Bozeman, Montana, United States
OnsiteFull Time
Provide wealth management services; CFP preferred; Series 65; Bachelor’s degree or equivalent; strong client service and communication skills.
Microsoft Office
2mo
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Wealth Advisor
Boston, Massachusetts, United States
OnsiteFull Time
Wealth management experience; CFP, CFA, CPA, JD, or MBA; strong financial analysis and Excel skills; ethical, collaborative, client-focused.
Excel, Financial analysis tools
2w
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Wealth Advisor
Ashburn, Virginia, United States
$90k-$150k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years client-facing wealth management; CFP/CFA/CPA strongly preferred; strong communication and relationship management.
financial planning software, investment analysis tools
2w
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Senior Wealth Advisor
East Longmeadow, Massachusetts, United States
$100k-$150k/yr HybridFull Time
10+ YOESeasoned financial advisor with 10-15 years of experience, strong sales/marketing, client acquisition, and wealth management expertise.
1w
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Wealth Advisor
Austin, Texas, United States
OnsiteFull Time
5+ YOEBachelor’s in Business, Finance, Economics; Series 65; 5+ years wealth management; proven sales and relationship skills; mentor ability; strong communication and integrity.
CRM, Financial planning software, Microsoft Excel
1mo
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Wealth Advisor
Wilmington, North Carolina, United States
OnsiteFull Time
5+ YOEFive years in wealth management; FINRA Series 7; Series 66 (or 63/65); life/health insurance licenses; Bachelor's in Finance; strong relationship skills.
CRM, Financial planning tools, Investment platforms
2mo
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Wealth Advisor
Overland Park, Kansas, United States
OnsiteFull Time
3+ YOEBachelor’s degree preferred; 3+ years in investment sales/wealth management; licenses: Series 7 and 66, insurance license; strong client relationships and analytical skills.
1mo
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Wealth Advisor
Baltimore, Maryland, United States
$128k-$214k/yr RemoteFull Time
7+ YOEBachelor's degree and 7+ years sales in financial services; or 11+ years education/experience with 3+ years in high net worth sales; proven wealth management experience.
1mo
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Private Wealth Advisor
Houston, Texas, United States
RemoteFull Time
Relationship-focused wealth advisor with financial planning and estate planning exposure; CTFA/CPA/CFP/CWS preferred; strong client communication.
2mo
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Wealth Advisor
Atlanta, Georgia, United States
HybridFull Time
5+ YOE5+ years in financial planning/wealth management; CFP designation or pursuing it; Series 7 & 63 licenses; strong client relationship and communication skills; proficient in Excel and financial planning software.
Excel, Financial planning software, Investment management software
4d
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Wealth Advisor
Winnetka, Illinois, United States
$74k-$138k/yr OnsiteFull Time
5+ YOE5-7 years wealth management experience with HNW/UHNW clients; MBA preferred; CFP preferred; strong relationship management; knowledge of investments and financial planning; based in Winnetka, IL.
CRM, Financial Planning Software
3d
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Wealth Advisor
Phoenix, Arizona, United States
OnsiteFull Time
5+ YOE5+ years of client-facing comprehensive wealth planning; bachelor’s in finance/economics; CFP, CPA (tax), CFA, JD; Series 7 & 66 or 65; knowledge of comprehensive financial planning; experience with planning software, Salesforce, and eMoney.
Salesforce, eMoney, Holistiplan, Microsoft Office
2w
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Wealth Management Advisor
Warren, New Jersey, United States
HybridFull Time
Experienced wealth advisor for high-net-worth clients; FINRA Series 7 & 66 (or 63/65); Life/Health licenses; strong communication; financial planning software experience.
Financial planning software
1w
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Associate Wealth Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Assist senior wealth advisor; manage client relationships; prepare financial plans; licensing/certifications Series 65 required or within 3 months; CFP preferred within 2 years.
Microsoft Word, Microsoft Excel, PowerPoint
3w
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Bernstein Wealth Advisor
Stamford, Connecticut, United States
OnsiteFull Time
Wealth advisory experience, strong relationship skills, client-focused, network within the community, integrity.
2mo
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Sr. Wealth Advisor
New York, New York, United States
$170k-$210k/yr HybridFull Time
15+ YOE15+ years of experience in wealth management with CFP required; Series 65; CFPl etc. Masters preferred.
5d
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VP, Wealth Advisor- Trust & Wealth
Dallas, Texas, United States
OnsiteFull Time
5+ YOESenior wealth management role focusing on revenue growth, fiduciary services, and client relationship development in trust and wealth.
Money Guide, Financial Planning tools
1mo
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Wealth Advisor III
Homewood, Alabama, United States
OnsiteFull Time
8+ YOE8+ years wealth management sales; FINRA licenses; Bachelor’s degree; manages high-net-worth portfolios with complex needs.
Microsoft Office, CRM, Salesforce
2mo
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Private Wealth Management Wealth Advisor
Shreveport, Louisiana, United States
$116k-$165k/yr OnsiteFull Time
8+ YOEBachelor’s degree in business, finance, economics, accounting or related field; eight years in financial services including wealth management; strong relationship management and advisory skills.
3w
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Sr. Wealth Advisor
Albuquerque, New Mexico, United States
$69k-$149k/yr HybridFull Time
5+ YOEBachelor’s degree; 5+ years financial services; Series 65 within 120 days; strong communication, problem solving, and wealth planning knowledge.
eMoney, Salesforce, Workday, Fidelity Wealthscape, Wealthscape, Peoplesoft, Archer, Skillport, Hyperion
1mo
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Wealth Advisor, SVP
New York, New York, United States
$125k-$200k/yr OnsiteFull Time
7+ YOE7-8+ years in Wealth Advisory or client-facing investment management; Series 7/63/65 (or 7/66); strong communication; cross-functional collaboration; financial modeling in Excel.
Microsoft Excel
1mo
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Wealth Advisor Director (50809)
Chicago, Illinois, United States
$200k-$240k/yr HybridFull Time
7+ YOE7+ years wealth management experience with high-net-worth clients; Bachelor's degree required; CFP highly preferred; proficient in MoneyGuidePro and Orion Advisor Technology.
MoneyGuidePro, Orion Advisor Technology
1mo
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Wealth Advisor - AAF Wealth Management
United States
$125k-$175k/yr RemoteFull Time
5+ YOECFP designation required; 5-7+ years in wealth management; strong financial planning, tax planning interest; proven relationship-building and new business development; entrepreneurial with top communication and emotional intelligence; experience with high-net-worth clients.
1mo
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Sr. Wealth Advisor- Palatine, IL
Palatine, Illinois, United States
$125k-$175k/yr OnsiteFull Time
5+ YOESenior Wealth Advisor with 5+ years investment advisory; CFP/CFA preferred; active Series 65 or 66; strong client service, leadership, and business development skills; in-office role with some travel.
CRM, Salesforce, Orion, eMoney, MoneyGuide, Office Suite
2mo
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Private Wealth Advisor
Muncie, Indiana, United States
$60k/yr OnsiteFull Time
3+ YOERelationship management and investment guidance for wealth clients; requires finance degree, 3 years wealth experience, Series 6/7, state licenses; CFP/MBA preferred.
1mo
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Wealth Strategies Advisor
Chicago or Los Angeles or San Francisco
$180k-$255k/yr OnsiteFull Time
5+ YOEWealth planning experience; knowledge of trusts, estates, taxes; ability to translate complex concepts; 5 years in wealth planning; JD/CPA/MBA/CFA/CIMA/CTFA or CFP preferred.
3d
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Wealth Advisor III
Pittsford, New York, United States
$100k-$135k/yr OnsiteFull Time
10+ YOEBachelor’s degree or equivalent; 10+ years wealth management experience; CFP, CPA, or JD preferred.
1w
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Bellevue, Washington, United States
$162k-$222k/yr OnsiteFull Time
Experience in wealth advisory, portfolio management, and client relationship management; familiarity with financial planning software and research tools.
CRM software, Financial planning software, research tools
2mo
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Wealth Advisor - Wealth Management - Los Angeles
Los Angeles, California, United States
$79k-$111k/yr RemoteFull Time
4+ YOE4+ years financial services experience; wealth management, financial planning, tax and income optimization; ability to manage a book of clients; FINRA Series 65; FINRA fingerprinting; in-person meetings in Greater Los Angeles.
Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint, Salesforce, NetX360
3w
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Wealth Strategies Advisor
Florham Park or Seattle or San Francisco or Los Angeles or Las Vegas or Chicago or Los Angeles or Florham Park or Milford Park
$180k-$255k/yr OnsiteFull Time
5+ YOEFive years of wealth planning experience; proven ability to manage client relationships and develop planning strategies.
2mo
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Wealth Advisor (Vice President)
Houston, Texas, United States
OnsiteFull Time
10+ YOE10+ years of UHNW wealth advisory experience; bachelor’s degree; CFP preferred; JD/MBA preferred; US work authorization; no visa sponsorship.
3d
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Wealth Advisor III
Pittsford, New York, United States
$100k-$135k/yr OnsiteFull Time
10+ YOEBachelor’s degree or equivalent experience; 10+ years in wealth management, business development, and relationship management; CFP, CPA, or JD preferred.
2w
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Associate Wealth Advisor
New York, New York, United States
$115k-$195k/yr HybridFull Time
3+ YOE3–5 years in financial or wealth planning; knowledge of financial services; strong analytical, organizational, and communication skills; ability to work independently.
2mo
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Wealth Advisor
Oxnard, California, United States
OnsiteFull Time
CA Life/Health license, FINRA SIE, FINRA Series 7, FINRA Series 66 or Series 63+65.
Microsoft Office, Internet tools
2mo
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Wealth Advisor
Oxnard, California, United States
OnsiteFull Time
Licenses: California Life/Health; FINRA SIE; FINRA Series 7; FINRA Series 63/65 or 66. CFP/CFA/ChFC preferred.
Microsoft Office, Internet tools
1mo
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Wealth Advisor
United States
OnsiteFull Time
8+ YOEBachelor’s degree in finance, business, economics, or related field; Series 65/66 required; CFP or CFA preferred; 8+ years financial advisory/investment management; proven sales track record; proficient with Microsoft Office; Salesforce, Addepar, and Asana preferred.
Salesforce, Addepar, Asana, Microsoft Office
HiringCafe market data
Wealth Advisor Jobs market signals in United States
These signals come from live HiringCafe job inventory, not a static article. Use them to compare the market, then open listings above to apply directly.
Open jobs
1,400+
Hiring companies
190+
Fresh sample
41% new in 30d
Salary visibility
62% show pay
Companies appearing in this market
Bank of AmericaCharles SchwabCorientEmpowerFocus Partners WealthM&T BankMercer AdvisorsNorthern Trust
Work location mix in visible results
Onsite: 74Hybrid: 22Remote: 7