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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Job Description
The Senior Employee Relations Advisor, US Wealth Management is part of a professional team responsible for providing support to HR business partners and managers on workplace issues, managing workplace risk, and upholding policies and processes to facilitate RBC’s compliance with legal and regulatory requirements affecting its workplaces. The incumbent will work collaboratively with the Global Employee Relations team to maximize synergies and avoid a “silo” approach, and will effectively manage workplace risk, increase efficiency and effectiveness, and support major business initiatives by:
- Serving as an escalation point and subject-matter expert for Employee Relations and other HR teams to ensure reputable employee relations advice is provided to businesses, functions and HR teams to support business priorities and RBC Blueprint while managing workplace risk;
- Effectively managing complex employee relations investigations and upholding (and as appropriate developing or enhancing) related processes and procedures;
- Supporting on initiatives, including the development of tools, processes and/or learning programs for employees and managers to support compliance, increase self-serve capability, enhance HR effectiveness, and encourage practices/behavior and processes consistent with RBC’s workplace policies and Blueprint;
- Developing and maintaining deep expertise in employee relations, including applicable employment laws, rules, and regulations;
- Ensuring that employees understand RBC’s Blueprint, as well as support and reinforce targeted behaviors that contribute to RBC goals;
- Leveraging the value in unit, department, and enterprise-wide teams to develop better solutions and achieve a cross-enterprise mindset;
- Accepting and successfully executing change while supporting employees through the process, and keeping them focused on business priorities.
What do you need to succeed?
Must-have
- Knowledge of US employment law and regulatory requirements, typically achieved through progressive HR or legal experience
- Minimum undergraduate degree; postgraduate degree and/or professional licensing (J.D.) preferred
- Strong oral and written communication skills
- Strong listening, understanding and responding skills
- Critical and strategic thinking ability and translation to action
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $90,000-$150.0000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, TeamworkAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Wealth Advisor Jobs by Experience Level
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Find Wealth Advisor JobsWealth Advisor Job Market
Who's Hiring
- JPMorganChase275

- Wealthbridge Financial50

- PNC Financial Services48

- U.S. Bank25

- 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
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