2,733 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.

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.

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!

Milwaukee, WIToday

Through one-on-one consultations, group trainings, and webinars, you'll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients. Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.

New!

Miami, FLToday

Raises inquiries for suspicious trades and communication red flags, conduct research independently and deeply, and communicate in accordance with the established procedure, and ensure timely closure of identified surveillance issues. Knowledge of Equity, FX, Credit, Structured Products, Alternatives trading and investment, and/or experience working in the front desk, risk, regulatory, legal or audit fields.

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.

New!

Boston, MAToday

The Market Director, Investments is responsible for recruiting high quality Financial Advisors, and providing their team with the supervision and leadership necessary to achieve superior sales results and client satisfaction. It Starts Here:Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization.

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.

New!

Gloucester, MA4 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.

Manhasset, NY14 days ago

$105,000–$250,000 Per Year

New!

Weymouth, MA4 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!

Brooklyn, NY4 days ago

$105,000–$250,000 Per Year

Whiting, NJ17 days ago

$105,000–$250,000 Per Year

Endicott, NY18 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

North Tonawanda, NY22 days ago

$105,000–$250,000 Per Year

Woodbridge, NJ17 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!

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!

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.

New!

Westwood, MA4 days ago

$65,000–$70,000 Per Year

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!

Waukesha, WI4 days ago

$75,000–$100,000

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.

New!

Miami, FLToday

Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.

New!

Bordentown, NJ6 days ago

$105,000–$250,000 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.

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.

New!

Summit, NJ3 days ago

$65,000–$70,000 Per Year

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, 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.

New!

Aberdeen Proving Grounds, MD3 days ago

The PM PNT provides administrative, business management, programmatic contracting, information technology (IT), program management, engineering, logistics, test and evaluation (T&E), training, operations, security, technology protection, foreign military sales, and acquisition and strategic planning services to the Army director PNT systems. The incumbent is entrusted to lead and synchronize special projects, resolve complex organizational challenges, and drive initiatives that enhance the delivery of Assured Positioning, Navigation, and Timing (APNT) and Navigation Warfare (NAVWAR) capabilities to the Warfighter.

Bethesda, MD11 days ago

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

New!

Coral Gables, FL4 days ago

Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.

Providence, RI7 days ago

To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. Our extensive resources include: Our NYLIC University training program, designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses.

Uniondale, NY7 days ago

New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .

New!

West Des Moines, IA5 days ago

You will: Respond to and resolve Agent Registered Representatives and Investment Advisor Representatives requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way. Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

New!

Uniondale, NY6 days ago

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

Crawford, GA2 days ago

Attend and participate in regular scheduled sales meetings, special sales training and technician technical training meetings on relevant topics. Overview: At Jordan Air , we’re looking for a skilled HVAC Comfort Advisor who takes pride in solving problems and delivering top-notch service.

New!

San Francisco, CA4 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

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Investment Advisor Jobs in the United States

Jobs

Investment Management Associate (3+ Yrs Exp)Jobot

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

Investment DirectorJobot

Financial Advisor (2 Openings)Jobot

Financial AdvisorJobot

Financial Advisor (CFP Preferred)Jobot

Investment Consultant - Series 7- HybridNorthwestern Mutual

USA Sr. Associate, Investment SupervisionSantander Holdings USA Inc

Senior Wealth AdvisorJobot

Market Director, Investments, Boston, MASantander Holdings USA Inc

CFO (Real Estate Investment)Jobot

Wealth Advisor - Danvers/Gloucester, MACitizens

Wealth Advisor - Manhasset/Great Neck, NYCitizens

Wealth Advisor - Hingham/Weymouth, MACitizens

Client Services Associate (Investment Operations)Jobot

Wealth Advisor - Bensonhurst - BrooklynCitizens

Wealth Advisor - Whiting, NJCitizens

Wealth Advisor - Endicott, NYCitizens

Wealth Advisor - Union Square / East Village, NYCitizens

Wealth Advisor - Bay Ridge, BrooklynCitizens

Wealth Advisor - Astoria / Long Island City, NYCitizens

Wealth Advisor - Tonawanda, NYCitizens

Wealth Advisor - Woodbridge, NJCitizens

Wealth Advisor - Brighton BeachCitizens

Wealth Advisor - Williamstown, NJCitizens

Lead Financial AdvisorVaco LLC

Wealth Advisor- Rochester, NYCitizens

Virtual Wealth Advisor - Fishkill, NYCitizens

Virtual Wealth Advisor - Boston, MACitizens

Senior Counsel InvestmentsFM

Relationship AdvisorVaco LLC

Senior Tax PlannerBeacon Pointe Advisors LLC

Director, HNW Wealth PlannerSantander Holdings USA Inc

Wealth Advisor - Columbus, NJCitizens

Financial Case AdvisorMindlance

Licensed Financial AdvisorThe Piedmont Group

Virtual Wealth Advisor - New JerseyCitizens

Financial AdvisorNYL - Boston

Financial AdvisorThe Piedmont Group

Financial AdvisorNew York Life - Uniondale

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

Special Projects Officer / Strategic Advisor - PNTCredence

Entry Level Financial ProfessionalNew York Life - Washington DC - Virginia- Maryland

Wealth Management AdvisorAmerant Bank

Fast Track Insurance PartnerNew York Life - Rob Ward

Fast Track Insurance PartnerNew York Life - The Rabasco Team

Wealth Management Operations PrincipalFarm Bureau Financial Services

Entry-Level Insurance Sales AgentNew York Life - The Rabasco Team

HVAC Comfort AdvisorJordan Air

Relationship Manager - Wealth ManagementKforce Inc.

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