Investment Advisor

Investment Advisor Finance Jobs

65 jobs found

1mo ago

Financial Advisor

Boutique Recruiting Fort Myers, FL

Fort Myers, FL

1mo ago Closed

$65k - $80k/yr Full time Advisor Advisors Advisory Services

This position is no longer accepting applications (closed Aug 31, 2026).

Job Description

This on site Financial Advisor role in Fort Myers, FL offers a collaborative, growth-oriented environment with strong support to help you succeed. Expect warm, prequalified prospects, personalized financial strategies, and a smooth path from first meeting to lasting client relationships. Our team handles marketing, scheduling, planning and processing, so you can focus on advisory conversations. The position carries a compensation range of USD 65,000 to 80,000 per year, with monthly commissions and clear potential for high earnings. Relocation support may be available, and advancement opportunities exist as the firm expands into new markets.

Benefits

Medical insurance starts on day one with five plan options
$300 monthly employer contribution toward an advisor's medical premium
Employee-paid dental and vision coverage
401(k) with employer match up to 4% after eligibility is met
15 days of combined PTO after 90 days
PTO increases to 20 days after three years and 25 days after five years
Paid holidays including your birthday, Christmas Eve, Christmas Day, Thanksgiving and the day after Thanksgiving
Paid company closure during Christmas week for advisors who meet performance goals
Monthly commission payments
Additional performance contests and incentive opportunities
High earning potential, with established advisors commonly earning $300,000+
No cold calling, purchased leads or self generated marketing required
Warm appointments scheduled directly on the advisor's calendar
Dedicated planning, scheduling and processing support
Potential relocation assistance of $5,000 to $10,000
Opportunity to earn dedicated service advisor and processing support as the book grows
Advancement potential into Lead Advisor roles as the firm expands into new markets

Responsibilities

Conduct five to six new client meetings weekly with warm, prequalified prospects
Guide clients through a two to three meeting onboarding process
Review financial plans prepared by the planning team before presenting recommendations
Assess each client’s goals, retirement needs, risk tolerance and investment priorities
Present solutions across managed assets, stocks, bonds, ETFs, annuities, insurance and other planning strategies
Build credibility with pre retirees and retirees, managing an average relationship value around $1 million
Convert qualified prospects into clients with a target close rate of 30%
Deliver a polished, confident and educational client experience
Collaborate with schedulers, client service associates, processors and planning professionals for smooth onboarding
Maintain accurate client and opportunity data in firm systems
Follow the firm’s advisory, sales and client service processes
Transition established clients to service advisors for ongoing annual reviews as the book grows
Consistently meet performance goals and key performance indicators

Requirements

2–3+ years of experience as a Financial Advisor
Proven track record of closing new client business
Active Series 65 license
Strong consultative sales and relationship-building skills
Confidence presenting complex financial strategies clearly and persuasively
Ability to command a room while staying humble and coachable
Self-motivated, competitive and results-oriented mindset
Intellectual curiosity and genuine interest in learning the firm’s processes
Ability to accept feedback, adjust quickly and execute consistently
On-site availability in Fort Myers for the full-time role
Occasional evening client appointments may be required
Degree not required if relevant experience supports the role

Technologies

Wealthbox
Nitrogen/Riskalyze
eMoney
Schwab custodial platform

Preferred Qualifications

Active insurance license
CFP designation
Experience with Wealthbox, Nitrogen/Riskalyze, eMoney or Schwab’s custodial platform
Background with an independent advisory firm, wealth management organization or insurance-based financial services company
Former collegiate athlete or military experience

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1mo ago

Financial Advisor

Ameriprise Financial Glastonbury, CT

Glastonbury, CT

1mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 28, 2026).

Job Description

The Coastal Wealth Management network, an Ameriprise Financial franchise, offers a fully in-office Financial Advisor role based in Glastonbury, CT. This position focuses on retirement and wealth planning, with an asset matching transition program to help grow an advisory practice on site.

Responsibilities

Retirement planning, including 401(k) strategy development
Investment portfolio management and oversight
Family wealth planning and comprehensive financial guidance
Delivering full-service, relationship-driven client service
Maintaining an in-office, high-touch advisory model with a commitment to exceptional client care

Requirements

Experienced Financial Advisors
Entrepreneurial mindset with a desire to grow the practice
Strong ability to build and nurture client relationships and deliver superior service
Existing book of business is required
Commitment to achieving outstanding client outcomes

Growth and Transition Support

Initial book of approximately 20 million dollars to manage
Asset Matching Program to onboard new assets up to 50 million dollars
Examples: bring 25 million dollars and receive an additional 25 million to manage; bring 30 million dollars and receive an additional 30 million to manage
Proven experience in onboarding advisors and transitioning client relationships
Dedicated support to ensure a smooth, efficient, and client-focused transition
Enhanced partnership opportunities for advisors with an established book of business

About Coastal Wealth Management

Headquarters located in Mystic, CT and Glastonbury, CT
Additional offices in Warwick, RI and Pensacola, FL
Team of 20+ professionals across locations
Assets Under Management exceeding 1.7 billion dollars
Custody and platform provided by Ameriprise Financial

Employment Type

Full-time

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1mo ago

Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate

Goldman Sachs New York, NY

New York, NY

1mo ago Closed

$85k - $160k/yr Full time Asset Management Client Relations Financial Analysis

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

This onsite, New York based role supports Goldman Sachs Private Wealth Advisors in day-to-day client coverage, portfolio construction, asset allocation and performance analyses. It is a long-term position designed to scale the PWAs' existing business, with compensation in the USD 85,000 to 160,000 per year range.

Opportunity Overview

Corporate Title: Associate
Office Location(s): New York
Division: Asset & Wealth Management

Responsibilities

Serve as the primary investment authority for the PWM team, demonstrating expertise across asset classes and investment vehicles
Develop client relationships and serve as the main contact for account-related questions
Conduct client-facing portfolio analyses covering strategic and tactical asset allocation, plus assessment of risk and return
Assist in daily management of client accounts, including portfolio implementation and rebalancing across asset classes
Act as a key liaison between client accounts and internal PWM stakeholders such as Operations and Compliance
Lead or participate in cross-functional projects to enhance quality and efficiency within the PWM group
Execute trades in equities, fixed income, mutual funds, and derivatives across client accounts
Monitor macroeconomic trends and internal research publications and evaluate potential portfolio impacts
Enhance team efficiency by refining operations workflows, strategic planning, and support infrastructure

Requirements

Bachelor’s degree required
2-5 years of investment management, investment banking or related experience
SIE, Series 3, Series 7 and Series 63 must be obtained within three months of employment
Demonstrated leadership ability and a track record of achievement
Ability to thrive in a fast-paced environment and think clearly under pressure
Strong interest in financial markets and solid investment sense / commercial instinct
Capacity to multitask and collaborate with numerous colleagues and desks across the Firm
Excellent verbal and written communication skills
Strong organizational and interpersonal skills
Detail-oriented and highly organized
Proficiency in financial modeling and presentation skills
Obtaining CFA Charter and/or CFP encouraged and will be sponsored in accordance with firm policy

Benefits

Healthcare & Medical Insurance
Holiday & Vacation Policies
Financial Wellness & Retirement
Health Services
Fitness
Child Care & Family Care
Benefits at Goldman Sachs

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1mo ago

Financial Consultant

Truist Bank Lexington, KY

Lexington, KY

1mo ago Closed

Full time Advisor Advisor Services Analytical Skills

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

Truist Bank is seeking a Financial Consultant to support one or more Financial Advisors in Lexington, KY. This onsite role blends consultative client engagement with sales and technical support, helping current clients achieve their financial objectives while actively identifying prospective clients. You will provide leadership to the Financial Advisor team and contribute to both short-term planning and long-term strategy, strengthening the team’s value proposition for clients.

Responsibilities

Help steer the strategic direction of the Financial Advisor team to drive revenue growth.
Consult with clients and prospective clients to analyze goals, risk tolerance, and objectives, recommending investment products and services that align with their needs and implementing those solutions when appropriate.
Assist clients with trades, information requests, research, and account-related issues.
Deliver ongoing client relationship management support, including counsel, relationship reviews, and service initiatives.
Contribute to the preparation and delivery of client presentations and engagements.
Support the Advisor in maintaining a profitable level of securities and insurance sales by pursuing opportunities identified through external networking and internal referrals.
Adhere to professional and ethical standards established by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
Four years of professional experience, including at least one year in the securities industry.
FINRA Series 7 and 66 licenses.
Applicable state health and life insurance licenses, with jurisdictional registrations matching the supported advisors.
Organized and self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Proficiency in basic computer applications, particularly Microsoft Office.

Technologies

Microsoft Office

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401(k) plan
Vacation days
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Eligibility note: All regular teammates working 20 hours or more per week are eligible for benefits, with coverage including medical, dental, vision, life insurance, disability, and a 401(k) plan, along with paid time off.

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1mo ago

Financial Advisor

Thrivent Bellevue, WA

Bellevue, WA

1mo ago Closed

Up to $150k/yr Full time Advisor Christian Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

Thrivent invites you to join as a Financial Advisor in Bellevue, WA, onsite. This role centers on building a client-centered practice that delivers purpose-based financial guidance to Christians, supported by comprehensive training, licensing assistance, and commission-based pay.

Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

Responsibilities

Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization, such as business development, marketing, technology, engagement and experienced advisors, as you build your business.

Requirements

Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Desired characteristics

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/2).

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1mo ago

Financial Solutions Advisor

Bank of America Roswell, GA

Roswell, GA

1mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor to join its Roswell, GA team. This onsite role focuses on delivering tailored financial guidance and personalized solutions to clients, helping them build comprehensive plans and select brokerage options. The position blends investment insight with practical banking strategies within a collaborative financial center.

Location

Roswell, GA (onsite)

Minimum Experience

1 year

Education

High School Diploma / GED / Secondary School or equivalent

Responsibilities

Collaborates with clients to outline short- and long-term financial objectives, developing a tailored financial plan that includes brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money management solutions.
Recommends banking and investment strategies aligned with client goals and financial needs.
Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
Integrates risk mitigation into daily activities to protect client interests.
Identifies potential new clients through referrals or the financial center's existing clientele.
Provides coaching and feedback to referral partners based on client needs and the potential services recommended.

Requirements

Holds Series 7 and 66 licenses (63 or 65 may be substituted for 66); if the 66 is not held but 63 or 65 is, an offer may be extended with the condition that the missing series is passed within 60 days.
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least one year of experience in the financial services sector and/or a sales environment where goals were met or exceeded.
Sets and achieves goals and builds strong client relationships.
Collaborates effectively with others to accomplish tasks.
Communicates effectively and confidently with clients across modes of engagement.
Manages goals, handles complexity, prioritizes tasks, and performs well in a fast-paced environment.
Demonstrates a willingness to learn, adapts to new information, and seeks appropriate client solutions.
Manages time efficiently and responsibly.
Maintains thorough regulatory due diligence in daily activities and long-term client strategies.

Schedule

Monday – Friday with rotating Saturdays

Shift

1st shift (United States of America)

Hours per Week

Skills

Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications

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1mo ago

Personal Wealth Financial Analyst

Goldman Sachs Dallas, TX

Dallas, TX

1mo ago Closed

Full time Client Relations Financial Advisor Financial Analysis

This position is no longer accepting applications (closed Aug 20, 2026).

Job Description

Goldman Sachs' Personal Wealth practice in Dallas seeks a focused and analytical Personal Wealth Financial Analyst to support relationship management for high net worth and advanced client segments. The role combines portfolio monitoring, investment due diligence, and client onboarding to help clients pursue their objectives with disciplined, advisor-led guidance. This onsite opportunity in Dallas, TX requires a bachelor’s degree to begin.

Responsibilities

Work closely with Private Wealth Advisors to back relationship management and sophisticated investment processes for high net worth clients, ultra-high net worth individuals, family offices, university endowments, and nonprofits.
Monitor client portfolios proactively, evaluate manager performance, identify rebalancing opportunities, and propose tactical ideas to optimize returns while controlling risk.
Develop bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, styles, and vehicles to align with risk profiles and investment objectives and the firm’s market views.
Prepare client-facing materials that illustrate asset allocation, portfolio and risk analytics, historical performance, and economic or market reviews to enhance understanding and engagement.
Perform thorough due diligence on internal and third-party investment opportunities across public and private markets to ensure recommendations meet quality and suitability standards.
Translate complex research into clear, actionable insights and effectively communicate the firm’s strategic views to clients to support informed decision making.
Support business development by researching qualified prospects and tracking relevant capital raises to contribute to the expansion of the client base.
Assist in executing client trades across equities, equity options, fixed income, and currencies to ensure seamless market access and efficient processing.
Plan and manage the onboarding process for new accounts to deliver a smooth and positive client experience.
Provide comprehensive overviews of client reporting capabilities and web platforms to prospective clients, underscoring transparency and digital solutions.

Requirements

Bachelor’s degree from an accredited institution.
Ability to excel in a fast-paced, high-pressure environment with clear thinking under demanding circumstances.
Strong interest in the financial markets and solid investment judgment to identify opportunities and navigate complexities.
Collaborative and agile team player who can multi-task and work effectively across multiple desks within the Firm.
Excellent verbal and written communication skills capable of conveying complex financial concepts clearly and persuasively.
Strong organizational skills and interpersonal abilities to build relationships and manage client interactions.
Hold or be prepared to obtain within three months the SIE, Series 3, 7, and 63 licenses.