Financial advisor wealth manager jobs & Careers

Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets servi...

Lead Advisor - Seattle Seattle, WA Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live r...

Family Office Advisor - Seattle Seattle, WA Family Office / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individual...

Advisor - Seattle Seattle, WA Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer...

We’re looking for a strategic, client-focused Engagement Lead  to drive adoption and usage of the Vise platform within our most important client relationships. This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncove...

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thou...

Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison bet...

Lead Advisor - New Market - Charlotte Charlotte, NC Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping i...

Lead Advisor - New Market - Nashville Nashville, TN Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping i...

Lead Advisor - New Market - Newport Beach Newport Beach, CA Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to h...

Lead Advisor - New Market - Detroit Detroit, MI Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping indiv...

Lead Advisor - New Market - Raleigh - Durham, NC Raleigh & Durham, NC Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team ...

Family Office Director of Estate Planning Seattle, WA Family Office / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping ...

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system...

Interested in what Vise is building but do not see a role that fits what you are looking for? Or perhaps you’re not yet ready to make a move. Join the Vise Talent Network, we will keep you up to date on what we are doing and when we open a new role that matches...

Share this job SVGs not supported by this browser. Description Position Summary The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients...

Associate Advisor - Menlo Park Menlo Park Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals...

Associate Advisor - Seattle Seattle, WA Client Service / Full-time / On-site Apply for this job Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals li...

Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice Location: United States (Hybrid) Practice Group: Private Wealth, Family Offices and Exempt Organizations   Sterlington PLLC is a full service law firm focusing on complex corporate, l...

We are seeking a highly organized and proactive Recruiter to join our team. The ideal candidate will have experience in a tech start-up environment and will be instrumental in supporting our recruiting efforts, ensuring a seamless and positive experience for candidates and...

Vise, a technology driven Investment Advisor is seeking an experienced Investment Operations Specialist to join our Investment Strategy Team. In this role, you will be an indispensable resource at the operational center of the Vise investment process. You will apply your f...

We are seeking an experienced and proactive Senior Accounting & Finance Manager to join our growing Finance team. In this role, you will lead core accounting operations, own the month-end close and financial reporting processes, and partner closely with cross-functiona...

We’re hiring a Business Operations Lead to drive high-impact, cross-functional initiatives that support Vise’s next stage of growth. This is a highly analytical and strategic role for someone who can break down ambiguous problems, build structure, and execute with speed an...

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system ...

Associate, Client Engagement Group (Private Wealth - Internal Wholesaler) Phoenix, AZ Global Client Group – Client Engagement Group / Full Time / On-site Apply for this job ABOUT CIM GROUP: CIM is a community-focused real estate a...