1,000+ matching jobs for “Financial Advisor Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Bank of America

Wealth Planner

Boca Raton, Florida, United States

… for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a …

Added Oct 27, 2026

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LPL Financial Holdings

Manager- Client Comp Processing

Fort Mill/Charlotte

Full time
Regular

Pay posted by employer$77,971–$129,883

… different team members, teams, and departments. Process Improvements Assisting in modifying or creating advisor-facing performance metrics Sharing trends and pain points while with leadership and business partners in …

Added Nov 3, 2026

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Nationwide

Finance Data Integration and Quality

Ohio - Columbus, One Nationwide Plaza

Full time

Pay posted by employer$97,000–$180,000

… respected career, we want to hear from you! As a Consultant, you'll consult and deliver on changes to the financial systems environment and providing complex impact analysis on those changes; primary domains include …

Added Oct 27, 2026

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Bank of America

Merrill Performance Coach

New York +17 locations

Pay posted by employer$140,000–$207,200

Added Oct 27, 2026

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Raymond James Financial

Annuity Care Specialist

Troy, Michigan - United States

Permanent

… and assistance to Annuity Care Department to facilitate the processing of annuity applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements gathering on behalf of the …

Added Nov 3, 2026

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Bank of America

Private Wealth Relationship Manager

Los Angeles, California, United States

Pay posted by employer$65,000–$108,000

Added Oct 27, 2026

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Pacific Life

Sales Scheduler

Omaha NE-6750

Full time
Regular

… to assigned Field Wholesaler and Internal Wholesaler teams by helping secure, confirm, maintain, and update advisor appointments and wholesaler calendars. This role is focused on proactive outreach, accurate calendar …

Added Nov 3, 2026

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Ameriprise Financial

Client Service Specialist

Hollidaysburg, Pennsylvania

In person
Full time
Permanent

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you …

Added Nov 3, 2026

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Morgan Stanley

Private Wealth Management Wealth Management Analyst

Miami Beach, Florida, United States

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service …

Added Nov 3, 2026

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Bank of America

Private Wealth Investment Management Specialist

Chicago, Illinois, United States

Pay posted by employer$62,000–$108,000

Added Oct 27, 2026

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Nationwide

Relationship Manager - Retirement Solutions (Corporate/Private Sector)

Florida +4 locations

Full time

Pay posted by employer$84,000–$156,000

… be accountable for all aspects of strategic account management for a defined list of our plans including, advisor/consultant, third-party administrator and any other service provider relationships You’ll manage our …

Added Oct 27, 2026

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Bank of America

Relationship Manager

Walnut Creek, California, United States

Pay posted by employer$60,000–$100,000

Added Oct 27, 2026

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Bank of America

Market Client Relationship Manager

Tulsa, Oklahoma, United States +1 location

Added Oct 27, 2026

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Bank of America

Merrill Market Client Relationship Manager

Fort Lauderdale, Florida, United States +1 location

Added Oct 27, 2026

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Bank of America

Wealth Planner - EGP

Northbrook, Illinois, United States

Pay posted by employer$52,000–$96,000

Added Oct 27, 2026

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Bank of America

Wealth Management Specialist

Charlotte, North Carolina, United States

Added Oct 27, 2026

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LPL Financial Holdings

Corporate Strategy Lead

San Diego, California, United States +2 locations

Full time
Regular

Pay posted by employer$178,293–$297,155

… address LPL’s most important opportunities and risks, including corporate growth, competitive positioning, advisor and end-client value propositions, operating model evolution, AI-enabled transformation, pricing strategy, …

Added Nov 3, 2026

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Ferguson Enterprises

Senior Category Manager - Engineered Plastics

Newport News, Virginia, United States +1 location

Full time
Regular

Pay posted by employer$10,649.70–$17,325

… and industry developments that influence category direction and investment decisions. Serve as a trusted advisor to senior leadership by providing strategic recommendations supported by market intelligence, customer …

Added Oct 27, 2026

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Bank of America

Senior Investment Manager

Chicago, Illinois, United States

Pay posted by employer$52,000–$96,000

Added Oct 27, 2026

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Bank of America

Senior Wealth Planner

Toms River, New Jersey, United States

Pay posted by employer$55,000–$108,000

Added Oct 27, 2026

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Bank of America

Wealth Planner

Boca Raton, Florida, United States

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Required Qualifications · employer excerpt

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services

5 more in the full description below.

About this opportunity

Original employer description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Leverages extensive financial data to identify possible solutions to meet client needs and goals
Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
Engages with specialists and partners to address client needs and deliver solutions

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services
Possess and demonstrate strong communication skills
Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Skills:

Business Development
Client Investments Management
Portfolio Analysis
Portfolio Management
Wealth Planning
Causation Analysis
Client Management
Data Visualization
Risk Modeling
Trading and Investment Analysis
Investment Management
Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

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