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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- Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience
- High degree of investment services and product acumen with experience in goals-based planning and advice
- Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships
- Champion and encourage your team's success and the goals of the firm, while building and fostering a culture of diversity and inclusion
- Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub
- Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
- Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
- Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified
- Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
- Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies
- A valid and active Series 9 and Series 10
- A valid and active Series 7
- A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Securities Industry Essential (SIE)
- Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
- Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience
- High degree of investment services and product acumen with experience in goals-based planning and advice
- Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships
- Champion and encourage your team's success and the goals of the firm, while building and fostering a culture of diversity and inclusion
- Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub
- Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
- Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
- Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified
- Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
- Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies
- A valid and active Series 9 and Series 10
- A valid and active Series 7
- A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Securities Industry Essential (SIE)
- Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Wealth Advisor Jobs by Experience Level
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Find Wealth Advisor JobsWealth Advisor Job Market
Who's Hiring
- JPMorganChase289
- PNC Financial Services72
- U.S. Bank33
- GRX Holdings28
- Wealthbridge Financial28
Top Industries Hiring
- Banking & Financial Services56
- Investment & Asset Management37
- Consulting & Professional Services7
- Accounting & Auditing4
- Staffing & Recruiting3
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, PNC Financial Services, and U.S. Bank, with the largest share of openings in Texas, California, and Florida, based on current listings on Migrate Mate as of November 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 55% of wealth advisor openings are fully remote or hybrid as of November 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 909+ Wealth Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs