6,412 Wealth Manager jobs in the United States

Your Future Team

Bluerock Wealth Management is an established and successful financial advisory firm which is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create an outstanding result for every client we serve.

Shunning the legacy sales driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of lifes journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.

This is a fiduciary fee-only RIA firm. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach.

Make a plan. Make an investment. Make a difference.

We are looking for a Senior Wealth Advisor (SWM) to help bring our mission to life. The SWM is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you dont need to feel locked into a fixed path or role.

What Youll Do

We are looking for an experienced Senior Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have experience making a positive impact on clients lives. You are a proactive learner, who produces exceptional results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the firm.

• Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
• Conduct in-depth reviews for clients and prospective clients
• Develop financial plans and strategies to achieve clients financial goals
• Facilitate meetings with clients and potential clients
• Identify opportunities or pitfalls that may be present when it comes to all facets of a clients financial picture
• Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
• Work with members of the operations, planning and investment teams to create/incorporate best practices
• Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
• Assist partners with business development including closing leads and helping increase client wallet share.

What Youll Bring

• Bachelors Degree in finance or accounting.
• 7+ years in client facing role.
• CFP, CPA or CFA designation required.
• Detailed knowledge of tax knowledge is required.
• Detailed knowledge of complex estate planning concepts and implementation.
• Familiarity with the aspects of working with small business owners and physicians.
• Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.
• Ability to get started with building trust with existing and new clients.
• Knowledge of the RIA, fee-only space will be given preference.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Work/life Balance: Vacation time, flexible schedule
• Career Path Opportunities

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightowers capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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Sr. Associate Wealth Manager

Join a growing, client-centric wealth advisory firm that serves high-net-worth families and business owners. This

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Sr. Associate Wealth Manager

Join a growing, client-centric wealth advisory firm that serves high-net-worth families and business owners. This Sr. Associate Wealth Manager role offers the opportunity to grow within a collaborative, team-based environment focused on delivering comprehensive financial strategiesnot selling products.

Sr. Associate Wealth Manager And Compensation

• Base salary: $75,000$5,000, plus 10% annual bonus
• 401(k) plan with company match
• Unlimited discretionary PTO
• Excellent medical, dental, and vision benefits
• In-person, team-based environment with significant opportunities for professional development
  
  

• 4+ years of experience in wealth management or financial services
• Series 65 or 66 license required
• Bachelor's degree in a business-related field
• Hands-on experience with portfolio analysis, financial plan preparation, and CRM/workflow systems
• Familiarity with platforms such as Schwab Institutional, eMoney Advisor, and Black Diamond
• Capable of participating in client/prospect meetings and supporting compliance tracking
• Strong organizational, communication, and independent project management skills
  
  

• CFP designation (preferred or in progress)
• Experience working in a team-based RIA or financial advisory firm with a holistic service approach
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Management
• Industries Staffing and Recruiting

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• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

• Long-Term Rewards: The value of your ESOP

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.

• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

Total Rewards Package:

Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.

• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

Total Rewards Package:

Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.

• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

Total Rewards Package:

Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.

• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

Total Rewards Package:

Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.

• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

Total Rewards Package:

Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.

• Serve as a 3(21) or 3(38) fiduciary and manage investment lineups for 401(k) plans.
• Design, consult on, and amend retirement plan structures to align with client goals.
• Support participant education, plan enrollment, and ongoing compliance efforts.
• Maintain and grow a pipeline of prospects to meet individual and team sales targets.
• Collaborate with TPAs and recordkeepers to deliver cost-effective, compliant plan solutions.
• Stay current on market, regulatory, and economic trends to provide accurate guidance.

• Bachelor's degree and 2+ years of retirement plan experience.
• Series 7, 65, and 63 licenses, with appropriate state insurance licenses.
• Proficiency with financial analysis tools, CRM systems (preferably Redtail), Microsoft Office, and emerging AI tools used in financial services.
• Strong interpersonal and communication skills to explain complex financial concepts.
• Ethical conduct and clean U-4/U-5 history; valid driver's license required

Total Rewards Package:

Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP