723 Wealth Management jobs in the United States

Job Description

Our client is a highly accomplished and premier financial advisory firm with over 25 years of experience.Theypride themselves by offering clients a distinctive and comprehensive wealth management experience.Through a deep understanding of the clients goals, aspirations and dreams, they help them identify and obtain their true life worth.Their leaderwas recognized in 2021, 2022, 2023, and 2024 by Forbes Magazine as one of the countrys Top 1,000 Women Wealth Advisors.

POSITION SUMMARY

Seeking a candidate who is passionate about personal finance and helping clients achieve financial wellness. The preferred candidate is either enrolled in or is prepared to promptly enroll in a financial planning certification program and who needs professional experience in a financial services firm. Must be detail-oriented. This role provides the opportunity to learn from a cohesive team of licensed professionals in a well-established, highly respected wealth management firm. Meet with and present to clients alongside advisors. Daily interaction with financial and investment advisors.Beautiful office, people-first philosophy, strong investment in employees education and professional advancement.

DUTIES AND RESPONSIBILITIES INCLUDE:

• Entering client data into financial planning software programs and spreadsheets
• Preparing and comparing different financial modeling for clients
• Aiding in review of financial strategies designed to help clients pursue their long-term goals
• Communicating with clients and interfacing with professionals inside and outside of the firm
• Initiating, processing and overseeing the opening of new client accounts
• Managing client information to ensure that files are complete, organized, and secure
• Documenting progress and completed tasks in our CRM (Customer Relationship Management) software with satisfactory detail so that the current status can be easily understood by other members in the firm
• Providing support for processing client service needs
• Researching client-specific issues and communicating conclusions verbally and in writing to the team and/or client
• Helping to develop, document and maintain financial planning processes and procedures
• Providing a variety of support to Investment Advisors and Financial Planners
• Scanning documents into database according to specific criteria of the firm
• Managing and assisting in completion of a variety of non-client, financial planning-related projects such as research on new best practices or relevant laws and regulations

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Excellent verbal and written communication skills
• Fluent in Microsoft Word and Excel; additional software facility a plus
• Ability to quickly learn and use computer software programs
• Analytical, organized, and detail-oriented
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from clients and superiors
• Flexible, self-motivated, reliable, eager to learn with a curious mind
• Professional and positive attitude, friendly demeanor both in-person and by telephone
• Ability to work independently and as part of a team
• Trustworthy; uses discretion with confidential information
• Listens well to instruction and consistently retains details; takes direction well
• Prior experience with planning (PPA, PX) and investment software (NetX360) a plus
• Prior experience with CRM (Customer Relationship Management) software a plus
• Investment licensing will be required, Series 7 and 63.If licensing is not yet obtained, completion will be expected soon after offer acceptance.

EDUCATION AND EXPERIENCE

• Bachelors from an accredited undergraduate college or university
• 5+ years experience in the Financial Services industry
• Two+ years of professional experience in an office environment
• Either previous work experience in financial planning/financial services, OR prior education in this field (e.g. has already completed one or more CERTIFIED FINANCIAL PLANNER courses).

COMPENSATION

• $70k-$95k+ depending on experience and licensing

Benefits include:

• 401k plan with match
• Disability, health, dental and vision insurance.

Job Description

Company Description

MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Are you passionate about finance and eager to gain hands-on experience in wealth management?  Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our wealth management team where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management.  This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects.

Essential Responsibilities

• Contribute to projects that ensure integrity of client data
• Conduct financial planning and research
• Prepare written reviews with investment information including asset values and investments returns for client review meetings
• Prepare various documents for client signature
• Gain exposure to various types of financial planning software
• Data management of signed client forms
• Scanning, filing, and shredding of sensitive client documents
• Participate in training and team activities
• Special projects as required by current needs of team

• Progress toward B.S. Business, Finance, or Accounting preferred
• Proficient in Microsoft Office applications
• Availability to work onsite in the office

This internship is an hourly paid, non-exempt position. 

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails. 

Job Description

Wealth Management Analyst

$73,000 - $110,000 / year + Bonus + Paid Relocation + Signing Bonus

We are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.

Our trusted advisory teams are equipped with access to cutting-edge investment insights and banking convenience. We are committed to fostering a diverse and inclusive work environment where every employee can thrive and bring their unique perspectives to the team.

As a Wealth Management Analyst, you will be a key contributor to a Financial Advisor team, playing an integral role in creating and executing strategies. You will help manage the team's business plan and practice financials, track progress against quantifiable goals, and ensure daily activities align with objectives. You will also coordinate team assignments and key initiatives, and ensure the execution of the client service strategy.

This role requires a thorough knowledge of the wealth management business, including its functional areas, products, and services, as well as a working knowledge of general banking policies and financial practices. This position is a Financial Advisor Paid Resource.

• Develop and execute strategy related to the team's business plan and goal deliverables.
• Manage the team's practice financials and track progress against key metrics and goals.
• Coordinate team projects and key initiatives, ensuring timely and effective execution.
• Ensure the team's daily activities align with practice metrics, goals, and objectives.
• Manage risk and make sound decisions by understanding industry regulations and supervisory requirements.
• Support a strong overall client experience by ensuring the execution of the team's client service strategy.

Requirements

• Required Licenses/Registrations: Series 7, 63/65 or 66 (or equivalent). Must obtain all state registrations held by the Financial Advisor(s) and team(s) they support.
• Required Registrations: SAFE Act Registration and ADV-2B.
• Required Designations: Must maintain at least one firm-approved professional designation.
• Analytical Skills: Strong analytical abilities to identify trends, root causes, and implement process improvements.
• Leadership & Communication: Strong leadership, communication, and delegation skills with the ability to influence and collaborate effectively with partners.
• Product Knowledge: Thorough knowledge of the suite of wealth management products and services.
• Experience: Proven ability to manage risk and make sound decisions with a deep understanding of industry regulations and policies.
• Education: Minimum of a High School Diploma / GED / Secondary School or equivalent.

Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private

Job Description

POSITION SUMMARY

A Level I Wealth Management Officer is responsible for analyzing the governing documents for assigned accounts, recordkeeping, reviewing cash and investments and interacting with current and prospective customers, centers of influence, accountants Business Development is a critical focus in this role.

• Develops new business for the Wealth Management Group and generates referrals to other Groups within the

Job Description

Client Service Representative // Full-Time Job Opportunity // On-site

We are seeking a Client Service Representative to join one of our clients, an independent wealth management advisory firm. As a Client Service Representative, you will be responsible for providing exceptional support and customer service to our clients, addressing their questions and concerns in a professional and timely manner. You will also be able to help clients with

As a Recruiter in Asset & Wealth Management, you will play a critical role in attracting, sourcing and recruiting top talent, managing the end-to-end recruitment lifecycle for Front Office roles and providing strategic talent acquisition solutions.

You will focus on experienced hire roles across the Revenue Generating Business in Asset & Wealth Management, with positions ranging from Analyst to Executive Director. In addition to working on open roles, you will engage in ongoing candidate development and presentation, as well as opportunistic candidate engagement. Your role will also encompass supporting all aspects of Talent Acquisition & Talent Management for Asset & Wealth Management, including competitive intelligence, market mapping, succession planning, and confidential project work. The ability to foster strong client relationships with senior managers and candidates is essential, and your consultative, strategic thought leadership will be key to your success.

Job Responsibilities

• Lead end-to-end, full life cycle recruitment, from direct approach to completion.
• Conduct requirement intake calls with hiring managers, offering guidance on recruitment processes, controls, and policies.
• Evaluate, interview, and present qualified candidates to hiring managers, refining recruiting strategies based on feedback.
• Serve as a subject matter expert, influencing decision-making and effectively managing hiring manager and candidate expectations.
• Educate candidates on career growth potential, benefits, compensation philosophy, and the advantages of employment, ensuring successful offer closures.
• Develop and implement diversity strategies, educating hiring managers to present a diverse candidate slate.
• Provide meaningful market data to support client needs.

• 5+ years of experience with full life cycle recruiting in a fast-paced corporate environment or search firm.
• Strong project management skills with the ability to manage complex assignments and multiple searches while delivering exceptional client service.
• Excellent relationship management skills with both clients and candidates.
• High comfort level with direct sourcing and the ability to engage currently employed candidates.
• Knowledge of executive compensation packages across different competitors and industries, with the ability to negotiate complex compensation deals.

• Experience recruiting for front office roles within Asset & Wealth Management, specifically with Alternative investments.
• Prior experience working in a search firm, combined with corporate experience.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $88,350.00 - $30,000.00 / year; New York,NY 88,350.00 - 130,000.00 / year

As an Associate on the Strategy & Business Development team, you will manage mission-critical projects that range from developing growth strategies and assessing new market entry plans to implementing organizational restructurings, operational efficiencies, and pre and post-deal merger & acquisition projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing investment and non-investment products, solutions, and services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, advisory, alternatives, retirement, workplace, deposits, trusts & estates, mortgages, and insurances. You may also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team based on your interests and availability.

In this position, you will play a pivotal role in advancing key projects. Your responsibilities will include conducting and managing detailed analyses, creating comprehensive presentations related to strategic planning, business enhancement, and optimization, and participating in various internal consulting initiatives. You will collaborate closely with senior team members, conducting analysis and research, and working extensively with colleagues across Asset and Wealth Management, including investment professionals, product owners, and functional teams. This role offers you the opportunity to formulate and present recommendations to senior leadership and engage in regular interactions with senior management.

Job Responsibilities:

• Perform competitive and market sizing analyses, including profiling competitors' offerings / strategies and identifying factors driving growth or change in industry structure
• Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions
• Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts
• Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies
• Manage or facilitate inter-Line of Business or intra-Line of Business initiatives
• Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
• Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions

Required qualifications, capabilities and skills :

• 3+ years of experience in Strategy consulting with a top-tier management consulting firm, in internal consulting / on a corporate strategy team, in a front office financial services role (e.g., private banker, investment specialist, portfolio management, etc.), or experience working at a wealthtech or similar fintech company
• Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions
• Strong client management and executive-level communication skills
• Strong PowerPoint and Excel skills
• Open, collaborative, team-oriented operating style
• Bachelor's degree required

• Deep knowledge of financial services, especially wealth management and asset management
• Basic level understanding of Artificial Intelligence / Large Language Models

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $09,250.00 - 115,000.00 / year

As a Tax Operations Analyst within the Client Tax Operations team. you will be responsible for supporting US and Canadian tax compliance activities including client documentation requirements, reviewing tax withholding, and producing tax reporting. The ideal candidate will possess strong data analysis and review skills and demonstrate an ability to understand tax documentation requirements, applicable withholding rules, tax treatment of financial instruments and adjustments to basis. Collaboration is key, as you will work closely with internal teams to ensure accurate data handling and tax compliance.

Job responsibilities

• Support business-as-usual processes for information reporting and withholding compliance including, but not limited to, reconciling tax withholding, reviewing client documentation, and locating and remediating data inconsistencies
• Collaborate with internal teams to ensure tax withholding regulations are met and timely production of tax forms is completed
• Analyze client, transaction and security information and perform data reconciliations
• Assist in tax projects to refine processes and procedures
• Ensure robust control environment that meets risk and audit requirements is maintained

• Minimum one year of relevant tax or financial analysis experience - BS/BA required
• Proficiency in data analytics tools such as Excel, Alteryx, and SQL
• Advanced problem solving and analytical skills
• High-level attention to detail and the ability to work under pressure
• Collaborative and motivated team player
• Flexibility to work extended hours as needed

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Chicago,IL $58,200.00 - $79,500.00