3,439 Results for

Wealth Manager Jobs in the United States

Jobs

New!

Austin, TX1 day ago

Remote

$90,000–$115,000 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. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

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.

New!

Atlanta, GA1 day ago

$115,000–$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. Success in this role is demonstrated through strong client service, attention to detail, and the ability to proactively manage multiple priorities while delivering a high-quality client experience.

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.

Cupertino, CA25 days ago

Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations . Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

New!

College Park, GA1 day ago

$150,000–$200,000 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 specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies.

Minneapolis, MN11 days ago

Practice Manager partners closely with Finance, Business Planning & Analysis, Controllership, the Enablement Tools Team, and business owners to deliver strong portfolio integrity and support ongoing operational enhancements. • Attend meetings, document decisions and action items, and support communication of final plan alignment to business owners and key stakeholders (e.g., Finance, Business Planning & Analysis, Controllership, PFI leadership).

Jersey City, NJ20 days ago

Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Leadership: 10+ years of proven experience in a formal leadership capacity, with a strong track record of building, managing, and mentoring high-performing data teams.

Charlotte, NC10 days ago

Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ Provide insights on marketing conditions and competitor activities to the Executive Vice President/Chief Operating Officer.

New!

Dallas, TX1 day ago

$135,000–$200,000 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. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country.

New!

Scottsdale, AZ1 day ago

$130,000–$150,000 Per Year

A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. 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!

Boston, MA1 day ago

$100,000–$170,000 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. Your expertise will ensure our clients' assets are managed effectively and their tax obligations are met, while your strategic advice will help them achieve their wealth and estate planning objectives.

New!

Frederick, MD1 day ago

Remote

$115,000–$150,000 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. Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.

New!

East Berlin, PA1 day ago

$120,000–$180,000 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 tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.

New!

Northville, MI1 day ago

$120,000–$170,000 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 seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values.

Great Neck, 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!

Allentown, PA1 day ago

$100,000–$135,000 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 top 100 firm is seeking Job Details: We are a Top 100 CPA firm in the Finance industry seeking an experienced and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the next step) to join our dynamic team.

New!

Allentown, PA1 day ago

Remote

$95,000–$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. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.

New!

Miami, FL1 day ago

$150,000–$180,000 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.

Tulsa, OK9 days ago

This position works closely with various units within Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance with 8 – 10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience.

New!

New York, NY4 days ago

$80,000–$100,000

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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Atlanta, GA1 day ago

$115,000–$140,000 Per Year

The ultimate goal of this position is for the Associate Relationship Manager to assume comprehensive management of the day‑to‑day needs of the firm’s clients, allowing Relationship Managers to focus on client acquisition and retention. 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!

Lexington, KY4 days ago

$100,000–$120,000

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!

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.

Whiting, NJ17 days ago

$105,000–$250,000 Per Year

Endicott, NY18 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!

Gloucester, MA4 days ago

$105,000–$250,000 Per Year

New!

Weymouth, MA4 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY4 days ago

$105,000–$250,000 Per Year

New!

New York, NYToday

Remote

$200,000–$340,000 Per Year

Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.

New!

Brooklyn, NY4 days ago

$105,000–$250,000 Per Year

New!

New York, NY6 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!

Wheaton, IL4 days ago

$121,900–$262,000 Per Year

Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances.

New!

Prairie View, IL1 day ago

$125,000–$160,000 Per Year

Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine. The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future.

New!

Peru, IL4 days ago

$106,250–$141,650 Per Year

6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage and maintain client relationships. Acts as financial expert to our clients and employees staying abreast of industry and regulatory updates, the economy and financial markets.

New!

Marlton, NJ4 days ago

$105,000–$250,000 Per Year

Minneapolis, MN11 days ago

In this Sales Consulting role, you will execute against the Wealth Management Sales strategy, including building awareness and adoption of Signature Wealth, as well as driving product sales in the region. • Drive sales in territory by developing & maintaining relationships with new and existing advisors through 1:1 calls, client events, training/education, group presentations, etc.

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!

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!

Franklin, WI2 days ago

The individual will be responsible for designing and integrating a wide array of wealth management strategies and family office services to align a high-net-worth or ultra-high-net-worth family’s financial capital with its values, long-term vision, and family dynamics for a seamless client experience. Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.

New!

Westchester, CA1 day ago

$140,000–$150,000 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. Professional services company that serves Aviation, Infrastructure, Transportation, Education, Healthcare, Land Development and Municipal clients across the nation is looking for a Project Manager with K-12 project experience in the LA area.

New!

San Francisco, CA1 day ago

$150,000–$185,000 Per Year

Develop and execute customer success plans that outline their critical success factors, detailing customer’s usage and adoption trends, and provide insights to customers to ensure they get the most out of our platform with the aim of helping grow our customer base. 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!

Amarillo, TX1 day ago

$450,000–$750,000 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 teams operate at the intersection of engineering excellence and large-scale project delivery, leveraging advanced analytics and emerging technologies to redefine how data centers are designed, built, and operated.

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!

Boca Raton, FL1 day ago

$120,000–$160,000 Per Year

Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation. 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!

Boston, MA4 days ago

$85–$85

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.

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Wealth Manager Jobs in the United States

Jobs

Transitions Manager - (travel / remote) - wealth managementJobot

Relationship Manager - Wealth ManagementKforce Inc.

Associate Relationship Manager (Wealth)Jobot

Senior Wealth AdvisorJobot

Wealth Relationship ManagerHsbc Private Bank

SVP, Relationship Management (Wealth)Jobot

Wealth Management Senior Operations ManagerAmeriprise

Wealth Technology - Data Application Development Sr Group Manager, Directorciti private bank

Relationship Manager- Wealth ManagementPEAK Technical Staffing

Tax ManagerJobot

Sr Tax ManagerJobot

Tax Manager (Trust)Jobot

Tax Manager (Remote)Jobot

Audit Manager (Government Clients)Jobot

Senior Manager, TaxJobot

Wealth Advisor - Manhasset/Great Neck, NYCitizens

Tax Manager (Hybrid) - Top 100 CPA firmJobot

100% Remote Tax Manager (International Tax) - Top 100 firmJobot

Tax Manager - Trust & EstatesJobot

Wealth Management Services Operations LeadBok Financial

Private Wealth Compensation AnalystVaco LLC

Associate Relationship ManagerJobot

Tax ManagerVaco LLC

Financial Advisor (CFP Preferred)Jobot

Wealth Advisor - Whiting, NJCitizens

Wealth Advisor - Endicott, NYCitizens

Wealth Advisor - Tonawanda, NYCitizens

Wealth Advisor - Woodbridge, NJCitizens

Wealth Advisor - Danvers/Gloucester, MACitizens

Wealth Advisor - Hingham/Weymouth, MACitizens

Wealth Advisor - Bensonhurst - BrooklynCitizens

Head of Wealth Management Compliance City National BankCity National Bank

Wealth Advisor - Bay Ridge, BrooklynCitizens

Wealth Advisor - Astoria / Long Island City, NYCitizens

Wealth Advisor - Union Square / East Village, NYCitizens

Wealth Advisor - Brighton BeachCitizens

Senior Trust and Wealth AdvisorTrustBank

HNW Tax Manager (Hybrid)Jobot

Wealth AdvisorMidland States Bank

Wealth Advisor - Williamstown, NJCitizens

RVP Wealth ManagementAmeriprise

Financial Advisor (2 Openings)Jobot

Wealth Advisor- Rochester, NYCitizens

Family Wealth StrategistNorthwestern Mutual

Project Manager - K-12 ConstructionJobot

Principal Customer Success ManagerJobot

Data Center Senior Technical ManagerJobot

Financial AdvisorJobot

Senior Tax Manager - HybridJobot

Project Manager - Change ManagementVaco LLC

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