Wealth Management Advisor Jobs
Wealth Management Advisor jobs are open across private banking, independent RIA firms, wirehouses, and insurance-affiliated practices, from associate advisor to senior portfolio director, with specializations in high-net-worth planning, retirement income strategies, and estate coordination. Find a role that fits from the openings below and apply directly.
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Showing 5 of 902+ Wealth Management Advisor jobs
Opportunity
RIA Operator/Senior Wealth Advisor
Location
On-site Austin, TX (hybrid may be considered)
Who We Are
Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence.
What We're Building
SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity — separate, properly governed, and operated under its own regulatory structure — with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets.
Role Summary
You will:
- Hold or qualify to hold the RIA license and serve as the responsible person / operator
- Serve as the lead advisor for new and existing managed account clients
- Partner with Skyline on family onboarding, planning, and managed allocations
- Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner
- Build an RIA operation that scales with Skyline’s planning-led front office
Ideal Background
- Active Series 65 or equivalent registration
- Experience managing HNW advisory relationships ($1M–$25M accounts)
- Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs
- Previous RIA or IAR experience preferred (including startup or tuck-in experience)
- Strong communicator who thrives in a collaborative planning-first environment
Compensation
- Competitive base salary
- Incentive comp tied to AUM growth and client satisfaction
- Long-term equity participation in the new RIA entity
- Why This Role
- This is a rare opportunity to:
- Build an RIA from scratch, with full compliance and platform support
- Join a family office platform backed by a full accelerator (LevelUp)
- Work alongside elite advisors and planning professionals
- Serve as the responsible advisor for a meaningful book of business
- Help set the tone and fiduciary standard for a next-gen family office
Opportunity
RIA Operator/Senior Wealth Advisor
Location
On-site Austin, TX (hybrid may be considered)
Who We Are
Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence.
What We're Building
SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity — separate, properly governed, and operated under its own regulatory structure — with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets.
Role Summary
You will:
- Hold or qualify to hold the RIA license and serve as the responsible person / operator
- Serve as the lead advisor for new and existing managed account clients
- Partner with Skyline on family onboarding, planning, and managed allocations
- Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner
- Build an RIA operation that scales with Skyline’s planning-led front office
Ideal Background
- Active Series 65 or equivalent registration
- Experience managing HNW advisory relationships ($1M–$25M accounts)
- Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs
- Previous RIA or IAR experience preferred (including startup or tuck-in experience)
- Strong communicator who thrives in a collaborative planning-first environment
Compensation
- Competitive base salary
- Incentive comp tied to AUM growth and client satisfaction
- Long-term equity participation in the new RIA entity
- Why This Role
- This is a rare opportunity to:
- Build an RIA from scratch, with full compliance and platform support
- Join a family office platform backed by a full accelerator (LevelUp)
- Work alongside elite advisors and planning professionals
- Serve as the responsible advisor for a meaningful book of business
- Help set the tone and fiduciary standard for a next-gen family office
Wealth Management Advisor Jobs by Experience Level
Top Cities Hiring Wealth Management Advisors
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Find JobsWealth Management Advisor Job Market
Who's Hiring
- JPMorganChase302
- Wealthbridge Financial55W
- PNC Financial Services47
- U.S. Bank28
- Beacon Pointe Advisors24B
Top Industries Hiring
- Banking & Financial Services87
- Investment & Asset Management81
- Technology & Software13
- Insurance7
- Consulting & Professional Services7
What Employers Look For
The qualifications that appear most often in wealth management advisor jobs.
- FINRA Series 7 and Series 66 licenses or ability to obtain within 90 days
- CFP designation or active progress toward certification preferred by most RIAs and wirehouses
- Proven experience building or managing client relationships with documented AUM
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Bachelor's degree in finance, economics, business administration, or a related field
- State-specific life and health insurance licenses required for advisory roles that include insurance products
Tips for Your Wealth Management Advisor Job Search
Quantify your book of business clearly
Hiring managers want to see AUM managed, client retention rates, and revenue generated, not just job duties. Pull those numbers from your CRM or performance reviews and lead your resume bullets with them. Vague descriptions of client relationships get screened out fast.
List every license you hold upfront
Series 7, Series 66, CFP, ChFC, and state insurance licenses each signal a different scope of practice to compliance-minded hiring teams. Put them in a dedicated credentials line near the top of your resume so screeners don't have to hunt for them.
Apply early to roles that fit
Migrate Mate lists wealth management advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by client segment, not just firm name
A role focused on mass-affluent clients at a wirehouse demands different skills than an ultra-high-net-worth book at a boutique family office. Read job descriptions for minimum client asset thresholds and target specialization so your application speaks directly to what the team actually manages.
Prepare a client scenario for the interview
Most wealth management advisor interviews include a case where you walk through a financial plan for a hypothetical client. Practice presenting a complete picture, covering tax efficiency, asset allocation, and estate considerations, so you're not improvising when the question lands.
Negotiate your payout grid before you accept
Base salary is only part of the offer. Ask for the full grid showing how commissions, fees, and bonuses scale with AUM growth. Firms vary widely on trailing 12-month credit for existing clients you bring over, and that difference compounds quickly in your first year.
Wealth Management Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most wealth management advisors?
The companies hiring the most wealth management 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 concentrated at wirehouse branches, regional bank wealth divisions, and independent RIA firms scaling their advisor teams.
How many wealth management advisor jobs are remote?
About 40% of wealth management advisor openings are fully remote or hybrid as of August 2026, with the remainder requiring regular in-person presence for client meetings. Remote availability is highest for planning-focused or paraplanner-adjacent roles where client contact happens primarily by phone or video rather than face to face.
How do you become a wealth management advisor?
Start by earning a bachelor's degree in finance, economics, or a related field, then pass the Series 7 and Series 66 exams to become licensed. Most advisors begin at a wirehouse or bank wealth division in a support or associate role, building client service skills before managing their own book. Pursuing the CFP designation significantly broadens the roles available to you and signals technical depth to hiring firms.
Can you get hired as a wealth management advisor with little experience?
Yes, many firms hire entry-level candidates into associate advisor or financial planning analyst roles that pair you with a senior advisor while you build your licenses and client skills. Demonstrating that you've already started studying for the Series 7, showing any client-facing sales or service background, and targeting firms with structured training programs all improve your odds at the application stage.
What does the wealth management advisor interview process look like?
Most processes run three to four rounds, starting with a recruiter screen focused on licensing status and client experience, followed by a hiring manager conversation about your approach to client relationships and business development. A case or presentation round is common, where you walk through a financial plan or pitch your strategy for a hypothetical client. Final rounds often involve branch management or a compliance review.
Where can I find and apply to wealth management advisor jobs?
You can find and apply to wealth management advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your licensing background, client segment experience, and geographic preference, then apply directly to each listing from the page.
See All 902+ Wealth Management Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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