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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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment. This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
- At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
- Bachelor's degree preferred
- CFP preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment. This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
- At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
- Bachelor's degree preferred
- CFP preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
Top Cities Hiring Wealth Advisors
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Find Wealth Advisor JobsWealth Advisor Job Market
Who's Hiring
- JPMorganChase248
- PNC Financial Services64
- U.S. Bank28
- Wealthbridge Financial28
- Beacon Pointe Advisors25
Top Industries Hiring
- Banking & Financial Services64
- Investment & Asset Management48
- Technology & Software7
- Consulting & Professional Services7
- Construction & Real Estate5
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 California, Texas, and New York, based on current listings on Migrate Mate as of September 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 46% of wealth advisor openings are fully remote or hybrid as of September 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 771+ Wealth Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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