Private Wealth Manager Jobs
Private Wealth Manager jobs are open across banking, brokerage, family offices, and independent advisory firms, from associate to senior and director levels, with specializations in portfolio management, estate planning, and tax-efficient wealth strategies. Scan the live roles below and apply to whichever ones fit.
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Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage the largest client relationships
Advanced relationship management, business development and presentation skills
Advanced sales, negotiation, problem solving, and interpersonal skills
Anticipates client needs and is proactively provides solutions
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $135,147.71 USD
Median: $192,370.50 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Buckhead
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage the largest client relationships
Advanced relationship management, business development and presentation skills
Advanced sales, negotiation, problem solving, and interpersonal skills
Anticipates client needs and is proactively provides solutions
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $135,147.71 USD
Median: $192,370.50 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Buckhead
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Private Wealth Manager Jobs by Experience Level
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Find Private Wealth Manager JobsPrivate Wealth Manager Job Market
Who's Hiring
- JPMorganChase330
- Goldman Sachs31
- U.S. Bank26
- Morgan Stanley19
- Bank of America17
Top Industries Hiring
- Banking & Financial Services43
- Investment & Asset Management18
- Fintech4
- Accounting & Auditing1
What Employers Look For
The qualifications that appear most often in private wealth manager jobs.
- CFP, CFA, or Series 65/66 license required by most employers
- Minimum three to five years of experience managing high-net-worth client relationships
- Demonstrated book of business or ability to develop new client relationships
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of portfolio construction, tax planning, and estate strategies
- Bachelor's degree in finance, economics, accounting, or a related field
Tips for Your Private Wealth Manager Job Search
Quantify assets under management on your resume
Hiring managers in private wealth want to see AUM figures, client household counts, and net-new assets generated. Replace vague phrases like 'grew book of business' with specific portfolio metrics that demonstrate the scale of clients you have managed.
Highlight certifications before experience on your resume
Your CFP, CFA, or CIMA designation should appear in a prominent credentials line near the top of your resume. Many private wealth manager postings screen on certification first, so burying it in an education section costs you early consideration.
Apply early to roles that fit
Migrate Mate lists private wealth manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by minimum investable asset threshold
Job descriptions often specify the client segment, such as high-net-worth clients with assets above one million or ultra-high-net-worth families. Match your application to roles where your prior client tier aligns, since mismatches in wealth segment are a frequent reason candidates are screened out.
Prepare a client scenario for the final interview round
Late-stage private wealth manager interviews frequently include a live case where you present an investment proposal or financial plan for a hypothetical client. Practice walking through asset allocation, tax considerations, and estate planning in one cohesive narrative rather than treating each topic separately.
Negotiate total compensation, not just base salary
Private wealth roles often include a trailing commission structure, production bonuses, and book-of-business portability terms. Ask about the payout grid, non-solicitation clauses, and any client transition support before accepting an offer, since these terms vary widely across firms.
Private Wealth Manager Jobs: Frequently Asked Questions
Which companies are hiring the most private wealth managers?
JPMorganChase, Goldman Sachs, and U.S. Bank are hiring the most private wealth managers right now, with openings concentrated in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially active at national wirehouses, regional broker-dealers, and independent registered investment advisors expanding their wealth management teams.
How many private wealth manager jobs are remote?
About 53% of private wealth manager openings are fully remote or hybrid as of November 2026, though the role remains heavily relationship-driven and most firms prefer proximity to clients. Sub-functions such as financial planning, portfolio analytics, and back-office support within wealth management tend to offer the highest share of remote or hybrid arrangements.
How do you become a private wealth manager?
Start by earning a bachelor's degree in finance, economics, or accounting, then obtain foundational securities licenses such as the Series 7 and Series 66. Building client-facing experience at a bank, brokerage, or advisory firm comes next, followed by earning a CFP or CFA designation to qualify for senior private wealth roles. Developing a referral network and demonstrating the ability to attract and retain affluent clients is what ultimately advances your career in this field.
Can you get hired as a private wealth manager with little experience?
Entry into private wealth management typically starts through associate or financial advisor trainee programs at large wirehouses and regional banks, where you build client skills under a senior advisor. Firms hire candidates with strong academic records, relevant internships, and licenses like the Series 7 even without an existing book of business, provided you can demonstrate relationship-building ability and a plan for client development.
What does the private wealth manager interview process look like?
The process usually begins with a phone screen focused on your background and licensing, followed by a first-round interview covering your approach to client relationships and investment philosophy. Later rounds often include a panel with senior advisors or a practice manager, and many firms require a business plan presentation or a live financial planning case study to assess how you would serve a hypothetical high-net-worth client.
Where can I find and apply to private wealth manager jobs?
You can find and apply to private wealth manager jobs on Migrate Mate, which lists current openings from across the United States. Search the roles that match your credentials, client specialty, and preferred location, then apply directly to each listing that fits your background.
See All 593+ Private Wealth Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Private Wealth Manager Jobs