Wealth & Investment Management Jobs

This full-time Private Client Advisor role within Commerce Trust focuses on delivering comprehensive wealth management solutions to high-net-worth individuals and families. The position involves developing deep client relationships to protect wealth, navigate trust setups, and create customized financial plans that address estate, tax, and investment goals. Key responsibilities include managing a portfolio of fiduciary and investment clients, collaborating with internal partners to provide integrated services, and identifying opportunities to expand client engagement. The role appeals to professionals seeking a collaborative culture that prioritizes employee growth and development over a century of industry leadership. Based in Kansas City, the position offers a supportive environment with opportunities for career advancement and professional certification.

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

This Vice President level role within Schwab's branch team focuses on managing existing client practices and providing comprehensive wealth management guidance. The position involves developing holistic financial plans covering retirement, investment, and estate planning while building lasting relationships through trust and strategic communication. Key responsibilities include consolidating client assets, generating referrals, and leveraging internal specialist teams to help clients achieve their financial goals. The role appeals to professionals seeking a supportive culture that prioritizes personal and professional growth, offering flexible work options and extensive development resources. Candidates will join a collaborative environment dedicated to transforming the finance industry while enjoying a robust benefits package that includes sabbaticals and tuition reimbursement.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.

The Wealth Management Client Associate role supports Financial Advisors within Merrill Wealth Management to deliver comprehensive investment and banking solutions. Key responsibilities include serving as the primary point of contact for clients, ensuring operational accuracy in client materials, and deepening relationships by promoting the bank's offerings. The position appeals to candidates seeking a culture driven by diversity, transparency, and client advocacy within a resilient, results-focused team. This full-time opportunity requires an in-office work arrangement with specific attendance requirements, offering a collaborative environment for professional growth and continuous learning.

The Wealth Management Client Associate role in Los Angeles supports Financial Advisors within Merrill Wealth Management by delivering high-quality client service and operational support. Key responsibilities include serving as the primary point of contact for client inquiries, ensuring accuracy in client materials, and promoting banking solutions to deepen client relationships. The position requires maintaining compliance with bank policies while fostering a client-first mindset in a fast-paced environment. This opportunity appeals to those seeking a culture driven by diversity, resilience, and professional growth within a leading global financial institution. The role is based onsite at the Century City office with a standard full-time schedule.

This summer 2026 internship places candidates within Mariner's Performance Reporting or Defined Contribution Support Services teams to gain hands-on experience in investment operations. Key responsibilities include collecting and filing critical client documents, maintaining investment manager compliance spreadsheets, and uploading portfolio data into reporting systems. The role appeals to students seeking to develop practical skills in evaluating portfolio performance and assessing data integrity while working in a fast-growing financial services firm. The position offers a supportive culture focused on professional growth, teamwork, and work-life balance, with opportunities to contribute to real client deliverables in a professional office environment.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

The Public Finance Analyst role supports municipal financing initiatives within Stifel's investment banking division. Key responsibilities include developing financial and debt models for new bond issues, researching local government capital needs, and assisting in the creation of client pitch books and marketing materials. The position offers an appealing entrepreneurial environment with a strong emphasis on professional growth through junior banker training and mentorship. While the role requires some travel and flexibility for business hours, it provides a collaborative culture where associates can build direct client relationships and develop technical skills in a global firm with over 130 years of history.

The Relationship Banker role in the Kansas City area serves as a primary point of contact within a collaborative branch environment, helping customers manage everyday banking needs and achieve financial goals. Key responsibilities include proactively growing a portfolio of consumer and business relationships, leading discovery conversations to deliver tailored deposit, credit, and investment strategies, and partnering with specialists across Wealth and Home Lending to provide integrated solutions. The position also involves educating clients on digital banking tools and resolving service inquiries while maintaining strict compliance standards. This opportunity appeals to professionals seeking a long-term career in financial services with access to robust coaching, a recognized brand, and a culture that emphasizes work-life balance and community impact. The role is based on-site at various branch locations and requires obtaining specific FINRA and state insurance licenses to fully execute the position.

This role within J.P. Morgan Wealth Management supports Private Client Advisors in Jacksonville by handling operational, marketing, and administrative functions. Key responsibilities include facilitating account openings and investment trades, assisting with client relationship building and wealth planning, and ensuring strict compliance with risk management and regulatory procedures. The position requires active Series 7, SIE, and Series 66 licenses. The opportunity appeals to candidates seeking to contribute to a leading financial firm's mission of helping clients achieve their goals. It offers a collaborative team environment with access to comprehensive benefits, professional development resources, and a culture that values diversity and inclusion.

This role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

This senior leadership role within HUB's Employee Benefits Practice involves managing a portfolio of complex True Group clients with over 100 lives. The position requires serving as the primary liaison between clients, the firm, and insurance carriers to deliver strategic consulting on benefit plan design, funding, and compliance. Key responsibilities include leading renewal negotiations, analyzing claims data to optimize costs, and mentoring junior team members to foster professional growth. The role appeals to professionals seeking an entrepreneurial environment within a rapidly expanding global organization that values continuous learning and innovation. While the position involves some travel, it offers a collaborative culture focused on high performance, ethical service, and significant opportunities for career advancement.

This full-time Tax Attorney role at Talley Law Group focuses on sophisticated individual tax planning for high-net-worth clients, business owners, and investors in Orange, California. The position requires leading complex income tax strategies involving pass-through entities, closely held businesses, real estate holdings, and California residency planning. Key responsibilities include drafting and executing transactional documentation such as entity formations and deed transfers, integrating estate planning considerations into tax strategies, and conducting deep technical research to support client advisory. The role appeals to attorneys seeking a collaborative environment where they can act as trusted advisors while mentoring junior staff and utilizing modern AI-assisted research tools. This hybrid position requires one day per week in the office with minimal travel, offering a chance to work within an integrated team of legal and accounting professionals.

This senior individual contributor role within HUB International's Risk Services Division focuses on managing property risk for highly protected industrial and commercial clients across California. The position serves as a subject matter authority, conducting engineering-level assessments of facilities with significant property values, evaluating natural hazard exposures, and developing strategic risk improvement plans. Key responsibilities include preparing detailed risk reports for carrier underwriting, negotiating favorable terms with insurance providers, and advising client leadership on loss prevention best practices. The role offers the appeal of high autonomy backed by the resources of a global insurance leader, allowing professionals to leverage a collaborative, entrepreneurial culture while driving tangible safety outcomes. While the position is based in California, it requires approximately 25 to 30 percent overnight travel to client sites throughout the region.

This Wealth Advisor role at Nevada State Bank in Las Vegas focuses on delivering comprehensive financial services to high-net-worth individuals and families within the Zions Wealth Management division. The position involves building strategic relationships with internal banking partners, conducting financial planning, managing investment strategies, and coordinating trust and insurance solutions to meet client objectives. The role appeals to professionals seeking a collaborative environment that values community engagement, continuous learning through tuition reimbursement, and a strong culture of inclusion. The position offers immediate medical benefits, a 401(k) match, and opportunities for career growth within a stable, full-service banking organization.

The Sr. Associate, Portfolio Management role supports the Wealth Management Investment Team at FNBO by managing equity and fixed income portfolios for fiduciary accounts. Key responsibilities include constructing diversified investment strategies, conducting securities research, executing trades, and presenting investment performance to clients. The position also involves participating in new business development and ensuring strict compliance with banking regulations. This onsite role appeals to candidates seeking a collaborative environment that fosters innovation and mentorship, offering opportunities for professional growth through a supportive culture and comprehensive benefits.

The Senior Analyst, Business Management role supports the Chief Legal Officer and Chief of Staff within LPL Financial's corporate leadership team. This position acts as a strategic partner to drive operational excellence, manage day-to-day operations, and lead high-priority ad-hoc projects. Key responsibilities include conducting research and benchmarking analyses, developing executive dashboards, preparing board-level reports, and facilitating cross-functional change initiatives. The role appeals to motivated problem-solvers seeking to make a tangible impact in a collaborative, innovation-focused environment. It offers the opportunity to work with senior leadership on enterprise-level priorities while contributing to a unified mission of supporting financial advisors. The position requires strong communication skills and the ability to synthesize complex information for executive audiences.

The Senior Financial Representative role within the Wealth Advisors Group supports mass affluent investors through virtual and phone-based interactions. Key responsibilities include maintaining a book of over 120,000 clients, conducting comprehensive financial planning to address tax, estate, and investment needs, and executing consultative sales strategies to deepen client relationships. The position requires strong collaboration across departments to ensure operational compliance and risk mitigation. This opportunity appeals to candidates seeking a career in a fast-paced, innovative environment that prioritizes employee development and a unified mission. The role is based onsite in Lynnwood, Washington, offering a supportive culture where employees can make a tangible impact on clients' financial futures.

This senior technology role within the Prospect and Client Management team at LPL Financial focuses on leading the design and development of high-volume, low-latency applications for mission-critical systems. The position involves collaborating with product owners to translate business needs into technical solutions, coordinating with architecture and infrastructure leaders to optimize delivery speed, and coaching teams through the software development lifecycle. The role appeals to candidates seeking a collaborative environment where they can drive innovation while supporting the firm's mission to empower financial advisors. The position offers a hybrid work arrangement and provides opportunities for professional growth within a culture that values integrity, creativity, and continuous improvement.

This Analyst role on the WealthAG Analytics team supports a call center-based advisory business by transforming data into actionable insights for financial advisors. Key responsibilities include developing machine learning prototypes, creating data alerts and reports, and collaborating with cross-functional partners to optimize business processes. The position offers a dynamic environment where early-career professionals can build core skills in data science and visualization while learning how analytics drives financial outcomes. The role appeals to detail-oriented individuals seeking mentorship and growth within a collaborative culture that values innovation and client success. This is a hybrid opportunity combining hands-on technical work with strategic business exposure.

The Transition Support Partner role within Business Transitions serves as the primary subject matter expert guiding financial advisors through their move to LPL Financial. Key responsibilities include consulting with prospective advisors to devise customized transition strategies, delivering comprehensive training on proprietary technology and operational processes, and managing the repapering and data entry required to establish new accounts. The position requires significant travel, estimated at 50 to 60 percent, to support advisors across various business lines. This opportunity appeals to candidates seeking a collaborative, innovative environment where they can make a tangible impact on client success. The role offers limitless career potential within a unified mission focused on empowering advisors, supported by a competitive benefits package and a culture that values creativity, integrity, and continuous improvement.

This Vice President role within J.P. Morgan's U.S. Private Bank focuses on delivering high-level investment solutions to qualified purchaser clients. The position involves conducting investment reviews to validate client objectives, developing investment policy statements, and advising on asset allocation strategies. Key responsibilities include closing sales of complex investment products, coordinating with Capital Advisors and Trust Officers, and providing guidance to junior staff members. The role appeals to experienced professionals seeking a collaborative environment where they can leverage an entrepreneurial mindset to deepen client relationships and advance their careers. Candidates will work alongside talented colleagues across various functions to drive business growth while adhering to strict compliance standards.

The Branch Manager role in the Piedmont South region serves as the primary sales leader for a branch within Wells Fargo's National Branch Network. Key responsibilities include building and coaching a high-performing team to drive growth in deposits, lending, and investments while ensuring strict adherence to operational risk management and compliance standards. The position requires balancing aggressive sales objectives with customer protection and fostering a culture of accountability and digital adoption. This opportunity is appealing for experienced leaders seeking structured professional development through the Branch Manager Readiness Program, which offers mentorship and hands-on training. The role supports a collaborative environment focused on community impact and career growth, with a work arrangement that includes potential travel during the initial training phase and weekend availability.

The Private Client Investment Associate role at J.P. Morgan Wealth Management in Bellevue supports Private Client Advisors by delivering operational, marketing, and administrative services. Key responsibilities include facilitating account openings and investment trades, managing client relationship reviews, and ensuring compliance with risk management and regulatory requirements. This position offers the opportunity to work within a leading financial services firm that prioritizes diversity, inclusion, and employee well-being. The role provides access to comprehensive benefits, professional development resources, and a collaborative team culture focused on helping clients achieve their financial goals.