Investment Advisor Jobs

Investment & Business Development Oversight, Senior Advisor

In addition to salary, this position is eligible for a competitive bonus and incentive plan

Ultra High Net Worth Investment Advisor

Act as an investment professional and natural extension of the Portfolio Management Team with institutional/UHNW clients and prospects.

Chief Investment Strategist, SVP, Global Advisors

Develop the vision for the team, including being accountable for the overall effectiveness of the team in supporting the business objectives.

Wealth Senior Client Portfolio Manager

Portfolio Manager can also manage entire portfolio to make trades to move towards appropriate target multi asset class strategy set by the Investment Advisor and client...

Assurance Advisor-Assurance-FIS-EY Invest & Compliance Services-Manager

Assist clients in performing fraud and forensic investigations through the use of technology, expert witness services, and financial, economic, and statistical analyses...

Global Banking & Markets Operations - Goldman Sachs Advisory Solutions - Client Services - Vice President

Act as the primary relationship contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drives asset growth and retention through the...

Business Development Manager

Meet monthly sales goals by selling the company's wealth management software solutions to Registered Investment Advisors, Independent Broker Dealers and Banks...

Chief Financial Officer

Directs activities such as custodian of funds, securities and assets of the AOA. Responsible for the administration of the Finance Committee, which oversees the investment activities, including engag...

J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (SE 103rd and Stark) (

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Portland, OR. The advisor will provide comprehensive financial planning and advice to individuals and families, offering personaliz...

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

The Vice President, Investment Product Specialist at J.P. Morgan Wealth Management is responsible for increasing client engagement, satisfaction, and improving business performance through coaching an...

J.P. Morgan Wealth Management - Private Client Advisor - West Virginia Market

The J.P. Morgan Wealth Management Private Client Advisor role in the West Virginia Market involves providing comprehensive financial planning and advice to individuals and families. The advisor will f...

Dispute Advisory Group SVP/Senior Lead Counsel I

The Dispute Advisory Group SVP/Senior Lead Counsel I position at Citi involves handling pre-litigation dispute resolution for the retail broker-dealer and Registered Investment Advisor. This role requ...

J.P. Morgan Wealth Management - Private Client Advisor - Flagstaff, AZ

The J.P. Morgan Wealth Management Private Client Advisor role in Flagstaff, AZ involves providing comprehensive financial planning and advice to individuals and families. The advisor will focus on rel...

J.P. Morgan Wealth Management - Private Client Advisor - Columbia, SC

The J.P. Morgan Wealth Management Private Client Advisor role in Columbia, SC involves providing comprehensive financial planning and advice to individuals and families. The advisor will focus on rela...

J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel Valley Market - San Gabriel, CA (Including South Pasadena/ Temple City/ Alhambra/ Monterey Park/ Montebello)

The J.P. Morgan Wealth Management Private Client Advisor role in the San Gabriel Valley Market involves providing comprehensive financial planning and advice to individuals and families. The advisor w...

J.P. Morgan Wealth Management - Private Client Advisor - Kirkland, WA (Totem Lake)

The J.P. Morgan Wealth Management Private Client Advisor role involves providing comprehensive financial planning and advice to individuals and families. The advisor will focus on relationship managem...

J.P.Morgan Wealth Management - Private Client Advisor - South Inland Empire Market - Temecula, CA (Including surrounding areas)

J.P. Morgan Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The advisor will focus on relationship management...

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY- Upper Eastside (1st Ave and 72nd Street/ GM Building/ Bloomingdales)

The J.P. Morgan Wealth Management Private Client Advisor role in Manhattan, NY involves providing comprehensive financial planning and advice to individuals and families. The advisor will focus on rel...

Senior Portfolio Consultant

The Senior Portfolio Consultant is responsible for overseeing team members and assisting advisors in transitioning to a more process-driven and efficient business model. They will develop model portfo...

J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX (Independence and Hedgcoxe Branch)

The J.P. Morgan Wealth Management Private Client Advisor role in Plano, TX involves providing comprehensive financial planning and advice to individuals and families. The advisor will focus on relatio...

J.P. Morgan Wealth Management - Private Client Advisor - Wooster / Ashland, Ohio

J.P. Morgan Wealth Management - Private Client Advisor - Wooster / Ashland, Ohio. This role involves providing comprehensive financial planning and advice to individuals and families, offering investm...

J.P. Morgan Wealth Management - Private Client Advisor - Cottonwood, AZ

The J.P. Morgan Wealth Management Private Client Advisor role involves providing comprehensive financial planning and advice to individuals and families, offering investment solutions and building cli...

J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ

The J.P. Morgan Wealth Management Private Client Advisor in Phoenix, AZ is responsible for providing comprehensive financial planning and advice to individuals and families. They will focus on relatio...

J.P. Morgan Wealth Management - Private Client Advisor - St Petersburg, FL

The J.P. Morgan Wealth Management Private Client Advisor role in St. Petersburg, FL involves providing comprehensive financial planning and advice to individuals and families. The advisor will focus o...

J.P. Morgan Wealth Management - Private Client Advisor - South Denver Market, CO

The J.P. Morgan Wealth Management Private Client Advisor role in South Denver Market, CO involves providing comprehensive financial planning and advice to individuals and families. The advisor will fo...