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 303+ Wealth Management Advisor jobs
Job Description Summary
At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Additionally, they possess curiosity in leadership and career development.
Are you ready? Let’s uncover the possibility of working together.
Job Description
Essential Duties and Responsibilities
- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Collaborate with investment team to develop models and strategies aligned with client objectives
- Work closely with research analyst and portfolio managers to evaluate investment opportunities
- Support the firm’s growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge of
- Company’s working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
Ability to
- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Education
Bachelor’s degree preferred, or equivalent years of experience in industry
Licenses & Certifications
- SIE
- Series 7
- Series 63, 65 and/or 66 as required by state
Experience
3+ years of experience in the financial services industry strongly preferred
Benefits: Medical, Retirement + Match, Discretionary Profit Sharing, PTO
Travel: Not Required
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Additionally, they possess curiosity in leadership and career development.
Are you ready? Let’s uncover the possibility of working together.
Job Description
Essential Duties and Responsibilities
- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Collaborate with investment team to develop models and strategies aligned with client objectives
- Work closely with research analyst and portfolio managers to evaluate investment opportunities
- Support the firm’s growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge of
- Company’s working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
Ability to
- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Education
Bachelor’s degree preferred, or equivalent years of experience in industry
Licenses & Certifications
- SIE
- Series 7
- Series 63, 65 and/or 66 as required by state
Experience
3+ years of experience in the financial services industry strongly preferred
Benefits: Medical, Retirement + Match, Discretionary Profit Sharing, PTO
Travel: Not Required
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See All 303+ Wealth Management Advisor Jobs
Jump back to the full list of openings and apply to any wealth management advisor role that fits.
Find JobsWealth Management Advisor Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Equitable Advisors34
- Citi26
- Lpl Financial23
- Goldman Sachs22
- Mariner16
Top Industries Hiring
- Banking & Financial Services117
- Investment & Asset Management117
- Insurance44
- Technology & Software18
- Consulting & Professional Services14
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 Equitable Advisors, Citi, and Lpl Financial, with the largest share of openings in Florida, New York, and Illinois, based on current listings on Migrate Mate as of June 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 13% of wealth management advisor openings are fully remote or hybrid as of June 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 303+ Wealth Management Advisor Jobs
Jump back to the full list of openings and apply to any wealth management advisor role that fits.
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