Top 9984 Banking advisor Jobs in United States

Wealth Advisor - Banking Channel
Merit Financial Advisors —Remote
- Part-time
- 5 years
- Finance
- Business development experience
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor - Lansing, MI
Thrivent —Lansing, MI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Richmond and surrounding area
Thrivent —Richmond, VA
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Northern Highland Financial Advisors
Thrivent —Stevens Point, WI
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Green Bay, WI and Surrounding Areas
Thrivent —Green Bay, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor – Fort Wayne, IN and surrounding areas
Thrivent —Fort Wayne, IN
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Thrivent —Butte, MT
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Holder & Albrecht Financial Group
Thrivent —Spokane, WA
- $60,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor - SD - Sioux Falls
Thrivent —Sioux Falls, SD
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Kansas City Metro
Thrivent —Saint Joseph, MO
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
7d
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Thrivent —Spokane, WA
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Financial Advisor - Tulsa and surrounding suburbs
Thrivent —Tulsa, OK
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Montgomery, Frederick and Washington County MD
Thrivent —Waldorf, MD
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Kansas City Metro
Thrivent —Jefferson City, MO
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
7d

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banking advisor jobs near united states

Wealth Advisor - Banking Channel

Merit Financial Advisors -
Remote

Quick Apply

Job Details

Part-time | Full-time

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer relationship building
Balance sheet
Investment client management

Full Job Description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships. This role must seamlessly integrate investment management, retirement planning, estate coordination, tax-aware strategies, and banking solutions into a cohesive client experience.

Responsibilities:

Bank Relationship Leadership

Serve as the primary wealth management representative within assigned bank markets.
Build and deepen relationships with retail, commercial, mortgage, and treasury teams.
Align wealth strategies with the bank’s deposit retention, lending growth, and client acquisition initiatives.
Conduct internal training and education sessions to enhance referral quality and financial literacy.
Act as a strategic growth partner to bank leadership.

Client Advisory & Relationship Management

Lead consultative discovery meetings with mass affluent, HNW, and UHNW clients.
Deliver comprehensive financial planning strategies encompassing:
Investment management
Retirement income design
Tax-aware planning
Estate and legacy coordination
Business succession and liquidity planning
Risk management solutions
Translate complex financial strategies into actionable, client-centered solutions.
Guide clients through proposal presentation, onboarding, and implementation.
Coordinate internal specialists to deliver a seamless, white-glove client experience.

Business Development & Growth

Drive organic growth through internal bank referrals and strategic community relationships.
Develop centers of influence connected to bank ecosystems (CPAs, attorneys, business advisors).
Maintain disciplined pipeline management from introduction to close.
Operate with a long-term relationship mindset rather than transactional focus.

Community & Financial Education

Deliver financial literacy workshops for bank clients and employees.
Represent Merit and partner banks in community-facing events.
Position wealth management as a strategic extension of the bank’s trusted relationship model.
Please note the above job responsibilities may vary, grow, and change.

Salary + Benefits:

Competitive, based on experience
Medical Insurance
Dental/Vision Insurance
Life & Personal Accident Insurance
Short-term Disability Insurance
Long-term Disability Insurance
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
401(k) Plan with company matching
Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Requirements:

5+ years of experience in affluent/private wealth management or high-net-worth bank advisory.
Experience working within or alongside banking institutions preferred.
Bachelor’s degree in finance, Business, Economics, or related field or equivalent work experience.
Series 65 or Series 7 & 66 – preferred.
Established success serving HNW/UHNW clients.
Strong relationship-building skills across internal bank stakeholders.
Holistic planning expertise beyond investment management alone.
Ability to operate independently with an ownership mentality.
Strategic thinking aligned to bank growth objectives.
Advanced communication skills with executive presence.
Comfort wearing multiple hats within a growth-oriented platform.
Ability to understand banking terminology and balance sheet dynamics while thinking holistically.

Quick Apply

Refine Your Search

banking advisor jobs in united states

Wealth Advisor - Banking Channel

Financial Advisor - Lansing, MI

Financial Advisor - Madison and Surrounding Areas

Financial Advisor - Richmond and surrounding area

Financial Advisor - Northern Highland Financial Advisors

Financial Advisor - Appleton, WI and Surrounding Areas

Financial Advisor - Green Bay, WI and Surrounding Areas

Financial Advisor – Fort Wayne, IN and surrounding areas

Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Team-Based Financial Advisor - Holder & Albrecht Financial Group

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Financial Advisor - SD - Sioux Falls

Financial Advisor - Kansas City Metro

Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas

Associate Financial Advisor - Wisconsin Heartland Associates

Financial Advisor - Tulsa and surrounding suburbs

Financial Advisor - Abide Wealth Advisors

Financial Advisor - Montgomery, Frederick and Washington County MD

Financial Advisor - Kansas City Metro

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