Wealth Advisor Jobs

Wealth Advisor jobs are open across private banking, brokerage, insurance, and independent RIA firms, from entry-level associate to senior and managing director, with specializations in financial planning, portfolio management, and retirement strategies. Find a role that fits from the openings below and apply directly.

Find Wealth Advisor JobsLooking for remote work? View remote wealth advisor jobs →

Overview

Open roles853+
Top stateCalifornia
Top employerJPMorganChase
Top cityLos Angeles, CA
Work type61% On-site
Top industryBanking

Showing 5 of 853+ Wealth Advisor jobs

RBC
Employee Relations Advisor -Wealth Management
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RBC
Added 1d ago
Employee Relations Advisor -Wealth Management
RBC
Minneapolis, Minnesota
Healthcare Administration
Patient Services & Wellbeing
Social Work & Counseling
Master's degree
10,000+

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PNC Financial Services Group
Financial Advisor - PNC Wealth Management
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PNC Financial Services Group
Added 1d ago
Financial Advisor - PNC Wealth Management
PNC Financial Services Group
Philadelphia, Pennsylvania
Business Development
Business Strategy
Partnerships & Business Development
Bachelor's degree
10,000+

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines and Miami Gardens, FL
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JPMorganChase
Added 1d ago
J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines and Miami Gardens, FL
JPMorganChase
Miami, Florida
Business Operations
Business Strategy
Consulting & Professional Services
Bachelor's degree
10,000+

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Regions Financial
Private Wealth Management Wealth Advisor
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Regions Financial
Added 1d ago
Private Wealth Management Wealth Advisor
Regions Financial
Nashville, Tennessee
Account Management
Business Development
Sales
$129k.1 - $183k/yr
Bachelor's degree in finance
10,000+

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Skyline Wealth Strategies
RIA Operator/Senior Wealth Advisor
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Skyline Wealth Strategies
Added 1d ago
RIA Operator/Senior Wealth Advisor
Skyline Wealth Strategies
Austin, Texas
Business Strategy
Product Management
Project Management
On-Site

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Top Cities Hiring Wealth Advisors

Explore wealth advisor openings in the cities hiring most right now.

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Wealth Advisor Job Market

Who's Hiring

  • JPMorganChase
    JPMorganChase275
  • Wealthbridge Financial
    Wealthbridge Financial50
  • PNC Financial Services
    PNC Financial Services48
  • U.S. Bank
    U.S. Bank25
  • Beacon Pointe Advisors
    Beacon Pointe Advisors24

Top Industries Hiring

  • Banking & Financial Services86
  • Investment & Asset Management75
  • Technology & Software13
  • Insurance7
  • Consulting & Professional Services7

What Employers Look For

The qualifications that appear most often in wealth advisor jobs.

  • Active Series 7 and Series 66 (or 65) licenses required
  • CFP designation preferred or required at senior levels
  • Minimum two to five years of client-facing financial advisory experience
  • Demonstrated ability to grow and retain a book of business
  • Proficiency in financial planning software such as eMoney or MoneyGuidePro
  • Bachelor's degree in finance, economics, business, or a related field

Tips for Your Wealth Advisor Job Search

Tailor your resume to client-facing outcomes

Wealth advisors are hired on growth metrics, so your resume needs to reflect assets under management, client retention, and new household acquisition in concrete terms. Generic financial experience without those markers reads as back-office, not advisory.

List your licenses in the header

Your Series 7, Series 66, or CFP credential should appear above the fold on your resume, not buried in a certifications section. Hiring managers at wirehouses and RIAs screen for licensing status before reading anything else.

Filter openings by client segment and firm type

A high-net-worth planning role at a boutique RIA demands a different skill set than a mass-affluent book at a wirehouse. Sort openings by firm model and minimum client threshold before applying to avoid mismatched conversations.

Apply early to roles that fit

Migrate Mate lists wealth advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.

Prepare a prospect pipeline story for interviews

Most wealth advisor interviews include a business development segment where you describe how you build and convert a pipeline. Prepare two or three specific examples of how you identified prospects, earned a first meeting, and converted them to clients.

Negotiate transition packages before accepting

Firms that recruit experienced advisors often offer transition assistance tied to your current book size. Understand the payout schedule and clawback terms before signing, since these terms vary significantly and affect your net compensation in year one and two.

Wealth Advisor Jobs: Frequently Asked Questions

Which companies are hiring the most wealth advisors?

The companies hiring the most wealth advisors right now include JPMorganChase, Wealthbridge Financial, and PNC Financial Services, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of August 2026. Demand is especially concentrated at wirehouses, regional broker-dealers, and independent RIA firms expanding their advisory teams.

How many wealth advisor jobs are remote?

About 39% of wealth advisor openings are fully remote or hybrid as of August 2026, though the share varies considerably by firm model and client tier. Financial planning and investment strategy roles at fee-only RIAs tend to offer the most remote flexibility, while roles requiring in-person client relationship management are more likely to be on-site.

How do you become a wealth advisor?

You typically start by earning a bachelor's degree in finance, economics, or business, then passing the Series 7 and Series 66 licensing exams before or shortly after joining a firm. From there, building client-facing experience in a junior advisory or associate role is the standard path. Pursuing the CFP designation strengthens your candidacy for senior and independent positions and is increasingly expected at advisory firms targeting high-net-worth clients.

Can I get hired as a wealth advisor with little experience?

Yes, many firms hire candidates with no direct advisory experience into associate advisor or financial planning associate roles, particularly wirehouses and large regional broker-dealers with structured training programs. Holding a Series 7 license before applying, even if obtained through a previous role, significantly improves your chances. Internships, client service roles at banks, or insurance sales experience all count as relevant background when framed around client interaction and financial product knowledge.

What does the wealth advisor interview process look like?

Most wealth advisor hiring processes involve an initial phone screen focused on licensing status and current book size, followed by one or two in-person rounds that include a business plan or business development presentation. Candidates are typically asked to walk through how they identify, qualify, and convert prospects, and to describe their client service model. Firms hiring experienced advisors often also review compliance history before extending an offer.

Where can I find and apply to wealth advisor jobs?

You can find and apply to wealth advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your experience level, licensing credentials, and preferred client segment, then apply directly to each opening that fits.

See All 853+ Wealth Advisor Jobs

Find roles that match your experience and apply in just a few clicks.

Find Wealth Advisor Jobs