Wealth Manager United States Jobs

Join a growing SEC-registered RIA in Mill Valley as a Paraplanner or Wealth Manager. Deliver comprehensive financial planning and investment management with a client-first approach. Requires a CFP®, Series 65 preferred, and 2-5+ years of advisory experience. Enjoy a rich benefits package and a su...

Lead operational data strategy for Citi's Global Wealth Management in Jersey City. This senior role requires 15+ years in financial services data management, with expertise in MDM, SORs, and large-scale transformations. You will ensure data quality and governance for client, account, and financia...

Join our Cincinnati-based advisory team as a Wealth Management Analyst. You will manage equity and fixed-income portfolios, conduct fundamental research, and collaborate with the investment committee. Requires 5+ years' experience, Series 7 & 66 licenses, and strong analytical skills. We offer co...

Join a premier Wealth Management team in Chicago. This associate role offers a fast-track career path with a strong preference for internal promotion. You will handle client service, reporting, account management, and operational support using Orion and Redtail CRM. The position includes comprehe...

Seeking an experienced Wealth Manager in Cherry Hill to provide comprehensive financial planning and wealth management services. This role requires 7+ years' industry experience, a finance-related degree, and expertise with Redtail CRM. You will work with a diverse clientele, including business o...

Seeking a skilled Writer in Los Angeles to create practice management and wealth-planning content. You will produce articles, scripts, emails, and social posts for the financial services sector. This role requires 3+ years of experience, strong organization, and collaboration with creative teams ...

Seeking an Integrated Wealth Manager in Bloomington/Arden Hills. This role combines financial planning, client service, and business process improvement. Requires a finance background, Series 65/CFP pursuit, and RIA knowledge. Offers competitive salary with equity, career growth, and high-quality...

Lead AI initiatives in a Broker Dealer & Wealth Management environment in Los Angeles. This senior role requires 7+ years of PM experience with AI/ML projects in financial services. You will own end-to-end delivery, ensuring alignment between business goals, data teams, and strict regulatory stan...

Join Plaid in San Francisco as an Account Manager for Banking & Wealth. Manage key enterprise client relationships, drive revenue growth, and provide strategic product guidance. Leverage your 3+ years of B2B account management experience in a dynamic, high-growth fintech environment. Enjoy compre...

Seeking a seasoned Wealth Relationship Manager in South Florida. This role requires 5-8 years of experience, strong analytical skills, and active FINRA Series 6/63/65 or 7/66 licenses. You will build deep client relationships with HNW individuals by providing holistic financial planning and solut...

Lead accounting operations for a wealth management firm in Washington. This role requires a CPA with 6-10+ years' experience, including team management. You will oversee financial reporting, reconciliations, and process improvements in a dynamic, multi-entity environment.

Lead accounting operations for a dynamic wealth management firm in Washington. This role requires a CPA with 6-10+ years' experience and proven people management skills. You will oversee financial reporting, mentor a team, and drive process improvements in a fast-paced, multi-entity environment.

Join Plaid's Banking & Wealth team as an Account Manager in New York. Manage strategic relationships with banking, wealth, and insurance clients to drive product adoption and revenue growth. Leverage your 3+ years of B2B account management experience and technical curiosity. Enjoy comprehensive b...

Launch your career in finance with this two-year rotational program. Gain hands-on experience across key Wealth Management functions, including the COO and CIO offices. Develop analytical and strategic skills while working on high-impact projects. The role includes comprehensive benefits and is b...

Lead data integrity for wealth management applications as a Principal Data Support Analyst in Johnston, RI. Utilize your expertise in SQL, data quality tools, and analytical skills to monitor feeds, resolve discrepancies, and onboard new data flows. This role offers competitive benefits and requi...