Top 50 Wealthy Client Advisor Jobs

Financial Advisor (2 Openings)
Leoforce —Westborough, MA
- $100,000 - $140,000 a year
- Office
- Business development experience
- Bachelor's degree
- Paid holidays
- Disability insurance
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Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
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2d
Customer Success Manager
FINNY —New York, NY
- $130,000 - $150,000 a year
- Full-time
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
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Executive Assistant, Client Solutions Group
The Carlyle Group —New York, NY
- $120,000 - $125,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Health insurance
Senior Manager, Implementation Project Manager - Wealth Client Experience
Fidelity Investments —Westlake, TX
- Full-time
- 5 years
- Finance
- Bachelor's degree
Senior Client Service Associate
Stifel —San Francisco, CA
- $80,000 - $111,000 a year
- Full-time
- Microsoft Outlook
- Office
- 3 years
- Dental insurance
- 401(k)
10d
Family Office Analyst
Brown Brothers Harriman —Houston, TX
- Full-time
- Mid-level
- Office
- Microsoft Office
Account Executive
FINNY —New York, NY
- $120,000 a year
- Full-time
- Mid-level
- 3 years
- Health insurance
- Dental insurance
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Service Management Analyst
Peak6 —Dallas, TX
- Hybrid work
- Mid-level
- 3 years
- Finance
- Health savings account
- Health insurance
Manager, Implementation Project Manager - Wealth Client Experience
Fidelity Investments —Westlake, TX
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
13d
Executive Assistant to the Founders
FINNY —New York, NY
- $100,000 - $120,000 a year
- Weekends as needed
- Office
- 3 years
- Senior level
- Health insurance
- Dental insurance
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Senior Machine Learning Engineer
FINNY —New York, NY
- $200,000 - $230,000 a year
- Full-time
- Research
- Office
- Math
- Health insurance
- Dental insurance
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Managing Director, Client Relationship Manager (NYC Wires), Global Wealth
The Carlyle Group —New York, NY
- $300,000 a year
- Microsoft Excel
- Office
- Travel
- Paid holidays
- Health insurance
Internal Sales Analyst, Global Wealth
The Carlyle Group —New York, NY
- $105,000 a year
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Senior Manager, Compliance
Peak6 —Austin, TX
- $139,600 - $174,500 a year
- Full-time
- Hybrid work
- In-person
- Training & development
- Senior level
- Health savings account
- Health insurance
Senior Account Executive, Enterprise
FINNY —New York, NY
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Mentoring
- Contracts
- Health insurance
- Dental insurance
Quick Apply
Strategic Mentor
PRAXIS S-10 —Yuba City, CA
- $80,000 - $115,000 a year
- Full-time
- Electrical experience
- HVAC
- Mentoring
- Health insurance
- Dental insurance
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Client Advisory Manager
Tolleson Wealth Management —Dallas, TX
- Microsoft Word
- Background check
- CPA
Senior Product Engineer
FINNY —New York, NY
- $180,000 - $200,000 a year
- Full-time
- 5 years
- Office
- AWS
- Health insurance
- Dental insurance
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Employment Counsel
The Carlyle Group —New York, NY
- $200,000 - $230,000 a year
- Hybrid work
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Paid holidays
- Health insurance

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Financial Advisor (2 Openings)

Leoforce -
Westborough, MA

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Job Details

$100,000 - $140,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer relationship building
Series 7
Bachelor's degree
Experience practicing in the securities industry

Full Job Description

Experience: Mid Level
Salary: $100,000 - $140,000 per year

Job Details
-

Financial Advisor (2 Openings)
Location: Westborough, MA (on-site / flexible – travel to client meetings when needed)
1. Financial Advisor (3–5 Years Experience)

Compensation: $100K – $110K base + annual bonus
Experience: 3–5 years in wealth management / financial planning
CFP®: 1000Preferred; required within 6–12 months of hire

________________________________________
2. Financial Advisor (5–10 Years Experience)

Compensation: $120K – $140K+ base + annual bonus

(flexible for the right candidate)

Experience: 5–10 years in wealth management / financial planning
CFP®: Preferred; required within 6–12 months of hire

Our client, a growing independent wealth management firm, is expanding their Westborough office and hiring two Financial Advisors at different experience levels. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
________________________________________
Role Overview
Both positions are focused on supporting and transitioning an existing client base from senior advisors/partners. Over time, you will become the lead advisor on these accounts, with business development becoming a larger part of the role as you grow.
This is an ideal opportunity for advisors who want:

A built-in book of business (not starting from scratch)
A clear path to lead advisor responsibility
Long-term growth within an established firm

________________________________________
Key Responsibilities

Partner with senior advisors to support and manage existing client relationships
Gradually transition into primary advisor responsibility for assigned accounts
Deliver comprehensive financial planning across:

o Investments
o Retirement
o Estate
o Tax strategies
o Insurance planning

Conduct client meetings, portfolio reviews, and ongoing relationship management
Provide high-touch, personalized service aligned with client goals
Collaborate internally to ensure seamless client experience

________________________________________
Business Development (Future Focus)

Begin building relationships and contributing to growth over time
Leverage referrals, centers of influence, and networking
Increase business development responsibilities as client ownership grows

________________________________________
Qualifications

Bachelor’s degree required
Relevant experience in wealth management or financial planning (3–10 years depending on level)
CFP® designation preferred; required within first year of employment
Strong client relationship and communication skills
Ability to translate complex financial concepts into clear, actionable advice
Series 7 & 63 (or 65/66) required
Clean U4 record

________________________________________
Ideal Candidate Profile

Client-focused and relationship-driven
Team-oriented with a desire to grow into a lead advisor role
Comfortable inheriting and managing an existing book of business
Motivated by long-term career development rather than pure sales production

________________________________________
Why This Role

Established firm with strong referral flow and client base
Clear succession path to lead advisor
Collaborative team environment
Competitive compensation with growth upside

________________________________________

A bit about us:
-

We are a growing hybrid RIA offering both fee-based financial planning and brokerage services.

Why join us?
-

Built-In Client Base & Clear Path to Lead Advisor

Step into a role where you’ll support and gradually take ownership of existing client relationships—no need to build a book from scratch.

Defined Career Progression

Structured path to becoming a primary advisor, with mentorship from senior partners and long-term growth opportunities.
Collaborative, Team-Based Environment

Work alongside experienced advisors in a supportive setting that values knowledge sharing, development, and client-first thinking.
Competitive Compensation

Attractive base salary with performance-based bonus and flexibility for experienced candidates.

Comprehensive Benefits Package

Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Life and disability insurance

Professional Development Support

Support for obtaining and maintaining certifications such as CFP®, including potential reimbursement and mentorship.

#accounting-finance #finance #financial #series-7 #series-65 #advisor #clients #cfp #advisory #uhnw #series #wealth #wealth-advisor #wealthy #tier3

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Financial Advisor (2 Openings)

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