Mid Level Wealth Management Advisor Jobs
Mid level wealth management advisor jobs go to professionals ready to own client portfolios, mentor junior advisors, and drive financial planning decisions with limited oversight. Roles run across Banking & Financial Services, Investment & Asset Management, and Fintech, with a mix of on-site, hybrid, and remote opportunities, and employers like Goldman Sachs, Regions Bank, and Huntington National Bank hiring at this level now.
Find JobsOverview
Showing 5 of 37+ Mid Level Wealth Management Advisor jobs
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
JOB DESCRIPTION
Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families.
JOB RESPONSIBILITIES
- Lead and/or support other advisors in the management of client engagements.
- Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
- Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
- Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
- Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
- Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
- Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
- Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
- Create proposals for prospective clients.
- Coordinate with clients’ attorneys, accountants, and other professionals as needed.
- Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
- Pursue professional development opportunities to include additional licenses and/or designations, and actively participate in internal and external training sessions and networking events.
REQUIREMENTS
- Minimum 5 years of wealth management experience (other or additional experience will be considered).
- CFP designation required.
- Ability to independently manage and prioritize multiple projects.
- Organized, detail-oriented, and able to effectively manage task lists.
- Excellent written and verbal communication skills.
- Flexible team player who is highly adaptable to change and open to new ideas.
- Ability to think creatively.
- Reliable, follows through on commitments.
- Personal integrity and professional initiative.
- Previous supervisory experience managing teams is a plus.
- Strong problem-solving and influence/consensus-building skills.
- Strong communication and organizational skills.
- Ability to work through questions and concerns collaboratively.
- Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
- Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
REQUIRED:
- Strategic Consulting - Expert
- Client Relationship Management - Advanced
- Customer Relationship Management (CRM) - Expert
- Market Research - Advanced
- Meeting Facilitation - Advanced
- Portfolio Management - Advanced
- Project Management - Advanced
- Quality of Service (QoS) - Advanced
OPTIONAL:
- Sales - Expert
- Business Development - Intermediate
- Financial Services - Experienced
- Investment Management - Experienced
- Investments - Experienced
- Process Improvements - Advanced
- Risk Management - Experienced
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $126,000 – $154,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
JOB DESCRIPTION
Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families.
JOB RESPONSIBILITIES
- Lead and/or support other advisors in the management of client engagements.
- Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
- Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
- Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
- Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
- Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
- Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
- Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
- Create proposals for prospective clients.
- Coordinate with clients’ attorneys, accountants, and other professionals as needed.
- Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
- Pursue professional development opportunities to include additional licenses and/or designations, and actively participate in internal and external training sessions and networking events.
REQUIREMENTS
- Minimum 5 years of wealth management experience (other or additional experience will be considered).
- CFP designation required.
- Ability to independently manage and prioritize multiple projects.
- Organized, detail-oriented, and able to effectively manage task lists.
- Excellent written and verbal communication skills.
- Flexible team player who is highly adaptable to change and open to new ideas.
- Ability to think creatively.
- Reliable, follows through on commitments.
- Personal integrity and professional initiative.
- Previous supervisory experience managing teams is a plus.
- Strong problem-solving and influence/consensus-building skills.
- Strong communication and organizational skills.
- Ability to work through questions and concerns collaboratively.
- Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
- Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
REQUIRED:
- Strategic Consulting - Expert
- Client Relationship Management - Advanced
- Customer Relationship Management (CRM) - Expert
- Market Research - Advanced
- Meeting Facilitation - Advanced
- Portfolio Management - Advanced
- Project Management - Advanced
- Quality of Service (QoS) - Advanced
OPTIONAL:
- Sales - Expert
- Business Development - Intermediate
- Financial Services - Experienced
- Investment Management - Experienced
- Investments - Experienced
- Process Improvements - Advanced
- Risk Management - Experienced
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $126,000 – $154,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
See All 37 Mid Level Wealth Management Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Wealth Management Advisor Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services28
- Investment & Asset Management13
- Fintech1
- Manufacturing1
- Accounting & Auditing1
Mid Level Wealth Management Advisor Jobs: Frequently Asked Questions
How do I get a mid level wealth management advisor job?
Position yourself around ownership and outcomes. Highlight client relationships you've managed independently, assets under management you've grown, and financial plans you've built from the ground up. Mid level roles want advisors who don't need hand-holding on day-to-day decisions. Lead with measurable results, relevant licenses like Series 65 or CFP progress, and examples where you stepped up beyond your original scope.
Which companies hire mid level wealth management advisors?
Companies hiring mid level wealth management advisors right now include Goldman Sachs, Regions Bank, and Huntington National Bank, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers wirehouse firms, regional broker-dealers, registered investment advisors, and financial planning boutiques that need advisors who can carry a client book with real autonomy.
Are there remote mid level wealth management advisor jobs?
Yes, though availability varies by employer and client model. About 17% of mid level wealth management advisor openings are remote or hybrid as of November 2026, with many firms offering flexibility for advisors who maintain strong client communication and can meet compliance requirements from any location. Fully remote roles are more common at digital-first RIAs and fintech-adjacent wealth platforms.
How do I move up to a mid level wealth management advisor role?
The path from entry level to mid level is built on consistent client ownership and demonstrated judgment. Advisors who advance take on more complex client situations, start leading portions of planning meetings, and show measurable growth in the relationships they manage. Earning credentials like the CFP or Series 66 alongside that experience signals readiness for a role with broader scope and less direct supervision.
Which industries hire the most mid level wealth management advisors?
Mid Level wealth management advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring because they serve client bases with complex planning needs, from high-net-worth individuals to corporate retirement plans, where mid level advisors can add real value without the overhead of senior-level compensation.