Wealth Management Jobs

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.

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 mid-level Wealth Management Operations Specialist role supports the wealth management operations team in Tulsa, Oklahoma, focusing on client account processing and services. Key responsibilities include opening and closing client accounts, processing cash receipts and disbursements, calculating account fees, and coordinating with custodians and vendors to ensure accurate documentation. The position offers the opportunity to improve operational workflows and resolve complex issues within a collaborative environment. The role requires an on-site presence and values strong attention to detail, organizational skills, and experience in the securities industry.

The Senior Wealth Management Client Account Services Associate role supports multiple Wealth Advisors within Zions Bancorporation's Salt Lake City office. Key responsibilities include managing complex client account activities such as cash movements and transfers, utilizing Salesforce Financial Services Cloud for accurate documentation, and providing mentorship to peers while driving operational efficiency. The position appeals to candidates seeking a collaborative environment recognized as a top workplace, offering strong professional growth through continuous training and a culture that values autonomy and shared purpose. The role is based on-site in downtown Salt Lake City.

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 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.

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.

This full-time Senior Scrum Master role operates within the banking sector, focusing on leading enterprise-wide programs and projects across cross-functional teams. The position requires balancing business and technology needs while driving Agile execution within a maturing project delivery framework. Key responsibilities include managing business requirements and critical milestones, facilitating Scrum ceremonies, identifying risks, and ensuring project standards are met through audits. The role appeals to candidates seeking a position that leverages deep financial services expertise to influence strategic solutions and coordinate complex stakeholder relationships. The work arrangement is on-site, requiring local candidates for face-to-face collaboration in a fast-paced environment.

The Security Coordinator role provides administrative support to the Director of Security and a team of officers within the campus safety department. Key responsibilities include managing staffing logistics, maintaining incident records and compliance documentation, and coordinating training for security staff. The position also involves overseeing maintenance schedules for safety systems, programming access controls, and serving as a liaison for non-emergency inquiries. This opportunity appeals to candidates seeking a stable environment where strong organizational skills directly contribute to campus safety. The role offers a collaborative atmosphere focused on emergency preparedness and efficient operational support.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

The Wealth Advisor role at Stockman Wealth Management focuses on delivering comprehensive financial planning and portfolio management services while driving business growth. Key responsibilities include developing new client relationships, deepening existing connections through personalized service, and participating in corporate meetings and special projects. The position requires a strong commitment to exceptional client care, the ability to work independently, and proficiency in complex financial analysis. This opportunity appeals to professionals seeking a dynamic environment that values action-oriented problem-solving and professional growth. The role involves regular travel, including overnight trips, and is ideal for individuals with a Bachelor's degree and Series 65 certification who thrive in a collaborative, client-focused culture.

The Wealth Business Analyst III role provides analytical and administrative support within the wealth management division of a financial services organization. Key responsibilities include developing leadership reports on business performance, serving as a subject-matter expert for banking systems and products, and conducting industry research to drive process improvements. The position also involves participating in project management activities and assisting with staff training on new systems. This opportunity appeals to professionals seeking to leverage their analytical skills in a collaborative environment with a focus on strategic planning and operational excellence. The role is a regular full-time position based on the first shift in the United States, offering access to comprehensive benefits including health insurance, retirement plans, and paid time off.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

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.

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.

The Claims Advisor role within HUB International's Account Management and Service department focuses on managing complex commercial claims across property, liability, construction, and workers compensation lines. Key responsibilities include serving as a liaison between clients, carriers, and third-party administrators to interpret coverage, coordinate claim reviews, and analyze loss trends. The position requires reviewing legal documents, drafting correspondence, and guiding high-profile clients through the claims lifecycle. This opportunity appeals to professionals seeking a progressive environment with an entrepreneurial culture that prioritizes continuous learning and career growth. The role offers a collaborative team setting with no travel required, allowing for focused work on developing industry expertise and building lasting client relationships.

The Global Fund Tax Manager role at Franklin Templeton supports the Global Fund Tax team in delivering compliance and advisory services for diverse investment vehicles, including mutual funds, REITs, and private funds. Key responsibilities include providing expert tax guidance on complex operational issues involving alternative investments, managing governance frameworks, and leading process improvement and automation initiatives to enhance efficiency. The position appeals to professionals seeking a collaborative, inclusive culture with significant opportunities for career growth, continuous learning, and exposure to innovative financial structures. This hybrid role requires three days onsite in either Boston or Rancho Cordova, offering a balanced work arrangement within a dynamic global organization.

This senior Business Relationship Manager role within Business Banking focuses on acquiring and managing a portfolio of high-revenue business clients. The position involves developing new relationships, deepening existing accounts, and providing customized financial solutions including deposit services and credit opportunities up to $15 million. Key responsibilities include prospecting for expansion-stage businesses, collaborating with internal wealth management teams to address owner needs, and ensuring strict adherence to risk management protocols. The role is appealing for its opportunity to build a robust client network, leverage a leading financial institution's resources, and work within a culture that prioritizes client engagement and professional growth. The position is based in Boise, Idaho.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports high-net-worth individuals and private business owners with comprehensive tax compliance and planning. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing wealth management strategies to achieve personal financial goals and ensure future generational stability. The position involves analyzing complex tax efficiencies across income, investments, and estate planning while fostering strong client relationships. The role offers a dynamic environment where professionals can engage with the entire business lifecycle of private enterprises, from inception to transition. It appeals to those seeking a purpose-led culture that values continuous development, global trend analysis, and collaborative problem-solving. The position is hybrid, requiring up to 20% travel, and provides opportunities to build consensus and deliver high-quality solutions in a changing global landscape.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing strategies for income tax efficiency, estate planning, and business succession. The position offers the opportunity to guide clients through the entire business life cycle while fostering a collaborative, purpose-led culture. The role involves up to 20% travel and operates in a hybrid work arrangement, providing a platform for professional growth through the firm's global leadership framework.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and developing strategic plans for income tax efficiency, estate transfer, and business succession. The position offers the opportunity to engage with the entire business lifecycle of private companies, from inception to growth, while fostering a collaborative environment focused on professional development and ethical leadership. The role is hybrid, requiring up to 20% travel, and provides a platform to solve challenging problems that drive operational efficiency and long-term financial goals for clients.