1,000+ matching jobs for “Wealth Advisor”

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Morgan Stanley

Branch Manager, Producing

Billings, Montana, United States

… knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their …

Added Nov 3, 2026

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Morgan Stanley

Branch Manager, Producing

Roanoke, Virginia, United States

Added Nov 3, 2026

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Guardian Life Ins. Co. of America

Western Regional Vice President

Remote - United States

Full time

… key liaison between the Field and Home Office, partnering with key stakeholders with in Client Solutions & Wealth Management, Compliance, Legal, and other stakeholders to address complex business and regulatory matters …

Added Oct 27, 2026

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Northern Trust

Principal Designer

Chicago, Illinois, United States

Pay posted by employer$137,400–$233,600 USD

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud …

Added Oct 27, 2026

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Conagra Brands

Director Labor Relations

Omaha, Nebraska, United States

Pay posted by employer$135,000–$200,000

… aligns workforce practices with manufacturing, operational, and financial objectives. Serve as a trusted advisor to executive leaders on labor, workforce, organizational, and employee relations matters. Anticipate labor …

Added Nov 4, 2026

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Morgan Stanley

Client Relationship Analyst

Boston, Massachusetts, United States

Pay posted by employer$66,500–$78,200 per year

… Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role …

Added Nov 3, 2026

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Morgan Stanley

Client Service Associate

Middleton, Massachusetts, United States of America

Pay posted by employer$15.00–$40.87 per hour

… Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role …

Added Nov 3, 2026

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Morgan Stanley

Portfolio Associate

Purchase, New York, United States of America

Pay posted by employer$17.00–$43.27 per hour

… Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with …

Added Nov 3, 2026

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Citigroup

Senior Vice President - Data Science and Gen AI

Bangaluru Karnataka India

… budget, and representing the AI function at the senior executive level. Serve as the primary technical advisor to senior leadership on all matters related to AI, including opportunities, risks, and competitive …

Added Nov 3, 2026

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State Street

MD & Managing Counsel, State Street Investment Management – Head of Asia-Pacific Legal

Munich, Germany +4 locations

Full time

… Director & Managing Counsel, Head of Legal for the Asia-Pacific region. This role is the senior legal advisor to State Street Investment Management's asset management business across the Asia-Pacific region. Reporting …

Added Oct 27, 2026

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Northern Trust

Senior Principal, IAM Strategy & Product Management

Chicago, Illinois, United States +1 location

Full time
Regular

Pay posted by employer$164,600–$288,000 USD

… for the organization's IAM capabilities. This role serves as a senior subject matter expert and strategic advisor, partnering with cyber security leadership, technology teams, business stakeholders, risk, compliance, and …

Added Oct 16, 2026

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Raymond James Financial

Associate Director, Software Engineering | Trading Technology

Jersey City, New Jersey, United States +1 location

Permanent

Pay posted by employer$100,000–$175,000

… experience leading software engineering and technology teams responsible for mission-critical trading and wealth management platforms is preferred. Deep knowledge of Wealth Management trading operations, including …

Added Nov 3, 2026

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Morgan Stanley

Branch Manager, Producing

Williamsburg, Virginia, United States

Pay posted by employer$105,000–$190,000 per year

Added Nov 3, 2026

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Morgan Stanley

Resident Manager

Kingsport, Tennessee, United States

… knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their …

Added Nov 3, 2026

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Morgan Stanley

Branch Manager, Producing

Lexington, Kentucky, United States

Added Nov 3, 2026

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Morgan Stanley

Branch Manager, Producing

Bowling Green State, Kentucky, United States of America

Added Nov 3, 2026

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Morgan Stanley

Resident Manager

Charlottesville, Virginia, United States

Pay posted by employer$105,000–$190,000 per year

Added Nov 3, 2026

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BlackRock

Vice President, Planning & Program Management

BU3-Budapest-GTC White House, Vaci ut 47, District XIII, Budapest

Full time
Temporary

Your team The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team working across functions and …

Added Oct 27, 2026

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Conagra Brands

Plant Engineering Manager

Darien, Wisconsin

Full time

Pay posted by employer$109,000–$159,000

… Process Safety Management (PSM) Demonstrated leadership skills with experience serving as a peer mentor and advisor to cross‑functional partners. Experience communicating and presenting to all levels within a manufacturing …

Added Nov 3, 2026

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Conagra Brands

Senior Automation Enablement Engineer

Omaha, Nebraska, United States

Hybrid
Full time

Pay posted by employer$94,300–$138,000

… templates, accelerators, and connectors to enable rapid delivery across teams. Serve as a technical advisor to process owners, translating complex business needs into robust intelligent automation solutions. Provide …

Added Nov 3, 2026

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Morgan Stanley

Branch Manager, Producing

Billings, Montana, United States

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Skills · employer excerpt

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right…
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where…
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

About this opportunity

Original employer description

The Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Market Executive or Non-Producing Branch Manager.

DUTIES and RESPONSIBILITIES

Production-Related
Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships
Help manage client investment needs consistent with Firm policies and industry requirements
Keep current with information regarding regulatory requirements, financial markets and current and new products.

Product/Business Knowledge
Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner
Effectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs

Sales/Marketing
Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
Drives corporate marketing initiatives to help increase market share in High Net Worth households.

Team Building
Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach.
Responsible for growing their branch through hiring lateral recruiting and training.

Leadership
Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market.
Leads their Branch's efforts of Sales, results, and client-centered approach experience.
Identifies key talent in the branch and positions and develops that talent.
Leverages the resources of the Firm to achieve the highest level of success.
Acts as a coach and mentor for Financial Advisors in order to help drive results.

Accountability
Responsible for the Branch's sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual.
Responsible for executing the Annual Supervisory Plan.
Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager

Education and/or Experience
· Bachelor’s degree required or equivalent education or experience
· At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience

Licenses and Registrations
· Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)
· Other licenses as required for role or by management

Skills
· Effective written and verbal communication skills
· Ability to think critically
· Ability to manage a team
· Strong attention to detail
· Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
· Ability to own projects at a Branch level
· Ability to organize and prioritize work, meet deadlines, and complete projects

Reports to
· Direct reporting to: Market Executive or Non-Producing Branch Manager

Direct reports
· Resident Managers. Financial Advisors and Branch Support Staff
· This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis

All candidates should verify that they meet the minimum eligibility requirements prior to applying

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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Keywords also found in description

Morgan Stanley Job Family Group

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