Wealth Manager Jobs
Wealth Manager jobs are open across private banking, wealth management firms, broker-dealers, insurance companies, and RIAs, from associate to senior and director level, with specializations in financial planning, portfolio management, and high-net-worth client advisory. Find a role that fits below and apply directly.
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Address
We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
Job Description:
OFFICE LOCATION:
Abilene, Texas, United States
SCOPE/CONTACTS: Development of new business and retention of current accounts. The manager of this office works independently at this point but will supervise a staff as the office grows. Consequence of errors - litigation, loss of income to customer and Company, loss of account, loss of confidence and reputation, criticism by examiners and /or auditors are extremely important. Other contacts will be customers, prospective customers and other officers and employees. Outside contacts - attorneys, accountants, insurance agents, internal revenue service representatives, land men, customers, and prospects etc.
ESSENTIAL FUNCTIONS:
- Incumbent is responsible for the development of this office which includes becoming extremely involved in the communities in this area.
- Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.
MINIMUM REQUIREMENTS:
- Bachelor’s degree in accounting or finance is required, CFA designation is preferred.
- Four years of trust management or law experience is preferred.
- Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.
- Position demands accuracy, attention to detail, self-motivation, dedication, and imagination.
- Professional demeanor, excellent communications is essential to this position.
The above statement reflects the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Address
We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
Job Description:
OFFICE LOCATION:
Abilene, Texas, United States
SCOPE/CONTACTS: Development of new business and retention of current accounts. The manager of this office works independently at this point but will supervise a staff as the office grows. Consequence of errors - litigation, loss of income to customer and Company, loss of account, loss of confidence and reputation, criticism by examiners and /or auditors are extremely important. Other contacts will be customers, prospective customers and other officers and employees. Outside contacts - attorneys, accountants, insurance agents, internal revenue service representatives, land men, customers, and prospects etc.
ESSENTIAL FUNCTIONS:
- Incumbent is responsible for the development of this office which includes becoming extremely involved in the communities in this area.
- Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.
MINIMUM REQUIREMENTS:
- Bachelor’s degree in accounting or finance is required, CFA designation is preferred.
- Four years of trust management or law experience is preferred.
- Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.
- Position demands accuracy, attention to detail, self-motivation, dedication, and imagination.
- Professional demeanor, excellent communications is essential to this position.
The above statement reflects the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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Find Wealth Manager JobsWealth Manager Job Market
Who's Hiring
- JPMorganChase20
- Citi11
- Baker Tilly Canada10
- EY8
- PwC5
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management3
- Insurance2
- Fintech1
- Accounting & Auditing1
What Employers Look For
The qualifications that appear most often in wealth manager jobs.
- Active Series 65 or Series 66 license, or willingness to obtain within 90 days
- CFP, CFA, or ChFC designation preferred for client-facing advisory roles
- Three to seven years of experience managing high-net-worth or ultra-high-net-worth client relationships
- Demonstrated ability to grow and retain a personal book of business
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or Orion
- Bachelor's degree in finance, economics, accounting, or a closely related field
Tips for Your Wealth Manager Job Search
Tailor your resume to AUM metrics
Hiring managers in wealth management want to see assets under management figures, client retention rates, and revenue growth tied to your book of business. Quantify your impact in dollar terms wherever your past employer allows disclosure.
Lead with your licensing credentials
Put your Series 65, Series 7, CFP, or CFA designations in the header of your resume, not buried in a credentials section. Many applicant tracking systems screen for these exact strings before a human ever reads your application.
Target firms by client segment fit
RIAs, wirehouses, and independent broker-dealers each serve different client profiles and expect different sales approaches. Research which client segment your experience matches before applying, so your cover letter speaks directly to their model.
Apply early to roles that fit
Migrate Mate lists wealth manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a client scenario interview
Many wealth manager final rounds include a live case where you build a sample financial plan or asset allocation for a hypothetical client. Practice narrating your reasoning out loud, since interviewers care as much about how you communicate as the numbers you choose.
Negotiate your payout structure, not just base
Compensation in this role typically combines a base salary with a grid-based payout on assets or revenue. Ask during the offer stage what the payout percentage is at different production levels, and get the grid in writing before you accept.
Wealth Manager Jobs: Frequently Asked Questions
Which companies are hiring the most wealth managers?
JPMorganChase, Citi, and Baker Tilly Canada are hiring the most wealth managers right now, with openings concentrated in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest at firms actively growing their private client or financial planning divisions.
How many wealth manager jobs are remote?
About 75% of wealth manager openings are fully remote or hybrid as of November 2026, though the share varies significantly by employer type. Financial planning and paraplanning support roles tend to have the most remote flexibility, while client-facing advisory positions tied to a local book of business typically require in-office or hybrid presence.
How do you become a wealth manager?
Start by earning a bachelor's degree in finance, economics, or accounting, then obtain the Series 65 or Series 66 license required to give investment advice for compensation. Building client relationship skills at a bank, brokerage, or financial planning firm gives you the foundation to pursue a CFP or CFA designation, which significantly expands your options at RIAs and private banks.
How do you get hired as a wealth manager with little experience?
Entry points include client associate, paraplanner, and financial planning analyst roles at RIAs or wirehouses, where you support senior advisors while building your licensing and planning skills. Focus your applications on firms with formal training programs, since many wirehouses and independent broker-dealers hire unlicensed candidates and sponsor their Series 7 and Series 65 exams during onboarding.
What does the wealth manager interview process look like?
Most processes run three to four rounds: an initial recruiter screen focused on licensing and experience, a hiring manager conversation about your client philosophy and book of business, a technical or case round where you walk through a sample financial plan, and a final meeting with a branch manager or team lead covering cultural fit and compensation structure.
Where can I find and apply to wealth manager jobs?
You can find and apply to wealth manager jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, licensing, and client segment focus, then apply directly to each listing from the page.
See All 168+ Wealth Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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