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.
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Showing 5 of 460+ Wealth Advisor jobs
CLA is a top 10 national professional services firm whose purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire four wealth advisors to work with our existing clients.
This job can be done in one of the following CLA offices:
Minneapolis, MN, Orlando, FL, King of Prussia, PA, St. Louis, MO, Oak Brook, IL, or Milwaukee, WI.
This job is working in our CLA office.
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.
Essential Job Functions:
Client Service: Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Practice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings.
Requirements
Experience:
Three years of experience as a financial advisor serving individual clients.
Education:
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in accounting, finance, or a related field preferred.
Certifications / Licenses:
Active series 65 or 66 securities license Required.
Please do not apply if you do not have a securities license.
This job is working in our CLA office.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
The compensation range for this position in Minnesota is: $72,000 – $145,000.
The compensation range for this position in Illinois is: $72,000 – $151,000.
LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
CLA is a top 10 national professional services firm whose purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire four wealth advisors to work with our existing clients.
This job can be done in one of the following CLA offices:
Minneapolis, MN, Orlando, FL, King of Prussia, PA, St. Louis, MO, Oak Brook, IL, or Milwaukee, WI.
This job is working in our CLA office.
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.
Essential Job Functions:
Client Service: Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Practice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings.
Requirements
Experience:
Three years of experience as a financial advisor serving individual clients.
Education:
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in accounting, finance, or a related field preferred.
Certifications / Licenses:
Active series 65 or 66 securities license Required.
Please do not apply if you do not have a securities license.
This job is working in our CLA office.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
The compensation range for this position in Minnesota is: $72,000 – $145,000.
The compensation range for this position in Illinois is: $72,000 – $151,000.
LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
See All 460+ Wealth Advisor Jobs
Jump back to the full list of openings and apply to any wealth advisor role that fits.
Find Wealth Advisor JobsWealth Advisor Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Equitable Advisors41
- Citi28
- Genesis Health Clubs28
- LPL Financial23
- Goldman Sachs22
Top Industries Hiring
- Banking & Financial Services130
- Investment & Asset Management119
- Healthcare & Medical Services77
- Insurance56
- Sports & Recreation28
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 Equitable Advisors, Citi, and Genesis Health Clubs, with the largest share of openings in Florida, New York, and California, based on current listings on Migrate Mate as of June 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 13% of wealth advisor openings are fully remote or hybrid as of June 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 460+ Wealth Advisor Jobs
Jump back to the full list of openings and apply to any wealth advisor role that fits.
Find Wealth Advisor Jobs