2,719 Results for

Investment Advisor Jobs in the United States

Jobs

New!

Washington, DC1 day ago

$225,000–$300,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our entrepreneurial spirit and collaborative approach set us apart, offering clients creative, customized solutions backed by the depth of experience you'd expect from a top-tier law firm.

Rosemont, IL11 days ago

$225,000–$300,000 Per Year

Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New!

Cincinnati, OH1 day ago

$150,000–$175,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Westborough, MA1 day ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA1 day ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Phoenix, AZ9 days ago

We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.

New!

Westborough, MA1 day ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Oakbrook Terrace, IL1 day ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

Manhasset, NY14 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

New!

Houston, TX1 day ago

$300,000–$375,000 Per Year

Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high-performing industrial real estate assets across the United States. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Vestal, NY18 days ago

$105,000–$250,000 Per Year

Woodbridge, NJ17 days ago

$105,000–$250,000 Per Year

Whiting, NJ17 days ago

$105,000–$250,000 Per Year

North Tonawanda, NY22 days ago

$105,000–$250,000 Per Year

New!

Gilbert, AZ1 day ago

$75,000–$90,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are growing our team and seeking someone with a financial/ops background who is willing to spend 6-12 months in our Investment Ops department and then transition to a Client Services Associate role.

New!

Gloucester, MA4 days ago

$105,000–$250,000 Per Year

New!

Waukesha, WI4 days ago

$80,000–$85,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Weymouth, MA4 days ago

$105,000–$250,000 Per Year

New York, NY9 days ago

The Structured Investments Specialist I supports the Structured Investments Desk by assisting with the origination, structuring, execution, and lifecycle management of customized structured products, including equity , rate , and FX linked notes, warrants, and market linked CDs. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

New!

Brooklyn, NY4 days ago

$105,000–$250,000 Per Year

New!

New York, NY6 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY4 days ago

$105,000–$250,000 Per Year

New!

New York, NY6 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY4 days ago

$105,000–$250,000 Per Year

New!

Marlton, NJ4 days ago

$105,000–$250,000 Per Year

New!

Rochester, NY4 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

New!

Fishkill, NY6 days ago

$65,000–$70,000 Per Year

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Boston, MA8 days ago

Reporting to the Assistant General Counsel, Corporate Transactions, this Senior Counsel role supports the Company’s Investments group by providing end-to-end strategic guidance and legal support for a wide range of investment transactions. Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.

New!

Westwood, MA4 days ago

$65,000–$70,000 Per Year

Tampa, FL11 days ago

Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

New!

Waukesha, WI4 days ago

$75,000–$100,000

New!

Punta Gorda, FL4 days ago

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

Newport Beach, CA19 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Cleveland, OH8 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

Woodlands, TX9 days ago

You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.

Dallas, TX25 days ago

$150,000–$225,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Birmingham, AL7 days ago

$70,000–$150,000 Per Year

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Houston, TX20 days ago

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.

San Francisco, CA20 days ago

New!

Summit, NJ3 days ago

$65,000–$70,000 Per Year

New!

St. Louis, MO4 days ago

$32–$34 Per Hour

Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE"). • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.

New!

Maple Shade Township, NJ6 days ago

$105,000–$250,000 Per Year

Charlotte, NC11 days ago

products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience. As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealers Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting.

New!

Westborough, MA6 days ago

$80,000–$150,000 Per Year

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

New!

Dunwoody, GA4 days ago

$70,000–$150,000 Per Year

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. As client needs grow more complex, delivering truly comprehensive financial guidance requires deeper expertise, stronger infrastructure, and a partner you can rely on.

New!

Uniondale, NYToday

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

New York, NY11 days ago

Support to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives. Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.

New York, NY15 days ago

$160,000–$160,000 Per Year
Full-time
Employee

Prior employment must include two (2) years of experience with: investments, asset allocation, portfolio construction, and implementation; knowledge of factors influencing portfolio performance and ability to analyze and articulate comprehensive investment results to both colleagues and clients; sourcing new client relationships as part of a broader business development and relationship management skillset; and working with Know Your Client (KYC) requirements and risk management frameworks in line with regulatory guidance. Work one-on-one with clients to advise and deliver customized strategies drawn from the firm’s deep investment experience, diverse wealth management capabilities, and global reach.

Los Angeles, CA11 days ago

This includes consistent collaboration with Private Bankers, Lending Advisors, Underwriters, and Risk teams to ensure alignment, enable seamless execution, and enhance the client experience. The ideal candidate possesses a deep understanding of the Securities‑Based Lending business, including hands‑on experience in credit structuring and familiarity with relevant industry products and services.

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Investment Advisor Jobs in the United States

Jobs

Investment Management Associate (3+ Yrs Exp)Jobot

Managing Director, Investment Banking - Capital Advisorsbdo consulting

Financial Advisor (sales) **Licensing and Training Provided**New York Life

Investment DirectorJobot

Financial Advisor (2 Openings)Jobot

Financial AdvisorJobot

Private Wealth AdvisorBok Financial

Financial Advisor (CFP Preferred)Jobot

Senior Wealth AdvisorJobot

Wealth Advisor - Manhasset/Great Neck, NYCitizens

CFO (Real Estate Investment)Jobot

Wealth Advisor - Endicott, NYCitizens

Wealth Advisor - Woodbridge, NJCitizens

Wealth Advisor - Whiting, NJCitizens

Wealth Advisor - Tonawanda, NYCitizens

Client Services Associate (Investment Operations)Jobot

Wealth Advisor - Danvers/Gloucester, MACitizens

Lead Financial AdvisorVaco LLC

Wealth Advisor - Hingham/Weymouth, MACitizens

Structured Investments SpecialistStifel

Wealth Advisor - Bensonhurst - BrooklynCitizens

Wealth Advisor - Astoria / Long Island City, NYCitizens

Wealth Advisor - Bay Ridge, BrooklynCitizens

Wealth Advisor - Union Square / East Village, NYCitizens

Wealth Advisor - Brighton BeachCitizens

Wealth Advisor - Williamstown, NJCitizens

Wealth Advisor- Rochester, NYCitizens

Virtual Wealth Advisor - Fishkill, NYCitizens

Senior Counsel InvestmentsFM

Virtual Wealth Advisor - Boston, MACitizens

Financial AdvisorAmeriprise

Relationship AdvisorVaco LLC

Financial Advisor X2Pitisci & Associates

Senior Tax PlannerBeacon Pointe Advisors LLC

Servicing Financial AdvisorTrue North Consultants, Inc.

Financial AdvisorBok Financial

Vice President, Capital - Investment Bankingbdo consulting

Licensed Financial AdvisorThe Piedmont Group

Investment Banking Director - Energyciti private bank

Investment Banking Director - Technologyciti private bank

Virtual Wealth Advisor - New JerseyCitizens

Financial Case AdvisorMindlance

Wealth Advisor - Columbus, NJCitizens

Senior Analyst, Investment PerformanceAmeriprise

Financial AdvisorNYL - Boston

Financial AdvisorThe Piedmont Group

Financial AdvisorNew York Life - Uniondale

Investment Banking Chief of Staff, VPBarclays

Associate, Non-Self-Sustaining AdvisorGoldman Sachs & Co. LLC

Securities Based Lending Advisor - Director - Los Angeles/Beverly Hillsciti private bank

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