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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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 Management Advisor Jobs by Experience Level
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Find JobsWealth Management 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 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, 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 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 46% of wealth management advisor openings are fully remote or hybrid as of September 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 771+ Wealth Management Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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