I'm looking for a job. I exported this list from FewerJobs.com - a curated job board.

Please:
1. Rank these jobs by fit for me, given my resume / skills.
2. Highlight the top 5 with a one-sentence rationale each.
3. Flag any concerns, including benefit values without source-backed evidence.
4. Suggest one or two filter changes I could make on FewerJobs to find more good matches.

Filters I applied:
- q: Wealthfront
- quality_floor: default
- match_401k_strict: true
- parental_strict: true
- non_birth_strict: true
- pto_strict: true
- include_older: false
- apply_url_verified: false
- page: 2
- per_page: 100
- sort: relevance

Jobs (100 total):

---
TITLE: Wealth Management Associate - IL, Springfield (2355)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-IL-Oak brook (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=417699&lang=en
EXCERPT: Wealth Management Associate - IL, Springfield (2355) UNITED STATES-IL-Oak brook
---
TITLE: Wealth Management Associate - TX, Dallas (5237)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Dallas (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=415537&lang=en
EXCERPT: Wealth Management Associate - TX, Dallas (5237) UNITED STATES-TX-Dallas
---
TITLE: Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Sarasota (3981)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-FL-Tampa (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=365531&lang=en
EXCERPT: Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Sarasota (3981) UNITED STATES-FL-Tampa
---
TITLE: Wealth Management Associate - NJ, Edison (3837)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NJ-Woodbridge (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=266325&lang=en
EXCERPT: Wealth Management Associate - NJ, Edison (3837) UNITED STATES-NJ-Woodbridge
---
TITLE: Wealth Management Associate - UT, Salt Lake City (3565)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-UT-Salt Lake City (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175291&lang=en
EXCERPT: Wealth Management Associate - UT, Salt Lake City (3565) UNITED STATES-UT-Salt Lake City
---
TITLE: Wealth Advisor - Bensonhurst - Brooklyn, NY
EMPLOYER: Citizens Financial Group, Inc.
LOCATION: United States (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-05
K401_MATCH: yes (not source-backed)
APPLY_URL: https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/requisitions/job/47303
EXCERPT: Wealth Advisor - Bensonhurst - Brooklyn, NY United States Wealth Advisor - Bensonhurst - Brooklyn, NY
---
TITLE: Wealth Management Associate - Retirement Benefits Group - VA, Richmond (4016)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-VA-Richmond (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=351598&lang=en
EXCERPT: Wealth Management Associate - Retirement Benefits Group - VA, Richmond (4016) UNITED STATES-VA-Richmond
---
TITLE: Wealth Management Associate - CA, San Francisco (2266)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-San Francisco (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175100&lang=en
EXCERPT: Wealth Management Associate - CA, San Francisco (2266) UNITED STATES-CA-San Francisco
---
TITLE: Wealth Advisor - Starion Bank
EMPLOYER: LPL Financial
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Middleton-WI/Wealth-Advisor---Starion-Bank_R-044245
EXCERPT: Wealth Advisor - Starion Bank 2 Locations posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - NJ, Edison (2429)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NJ-Woodbridge (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175052&lang=en
EXCERPT: Wealth Management Associate - NJ, Edison (2429) UNITED STATES-NJ-Woodbridge
---
TITLE: Head of Wealth Operations
EMPLOYER: Satispay
LOCATION: Milan, Italy, Milan, Lombardia, Italy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://jobs.ashbyhq.com/satispay/7d23d6f0-c384-43ad-9348-163ccb1d11c5
EXCERPT: Head of Wealth Operations Milan, Italy, Milan, Lombardia, Italy About us Satispay began by rethinking the simple act of a payment to remove the friction from our daily routines. But we didn't stop there. Today, we are building a complete financial platform designed to empower people and concretely improve their lives. By giving our 6 million users a clear, open path to pay, save, and invest, we are evolving into the definitive destination for every financial need. Joining our team means stepping into a critical role with the authority and responsibility to drive significant business outcomes and shape the strategic trajectory of the company and the industry. We are powered by a culture of ownership, relentless execution, and strategic foresight. We are brave in our approach, making courageous decisions and tackling challenges head-on, underpinned by a deep sense of responsibility for sustainable, ethical, and long-term success. What you'll be doing As our Head of Wealth Operations , you'll play a key role in operationalizing and scaling the delivery of our B2B wealth coaching service, ensuring quality, efficiency, and growth. This is an opportunity to lead within a high-growth, constantly evolving environment - a challenge perfectly suited for an executive ready to navigate and shape change at scale and contribute to something bigger. In this role, embodying ownership and a commitment to craving impact, you will be expected to deliver significant results by: - Operationalize the channel - Design, implement, and continuously improve the processes, workflows, and tools that enable our
---
TITLE: Wealth Management Associate - TX, Dallas (4096)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Dallas (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=363625&lang=en
EXCERPT: Wealth Management Associate - TX, Dallas (4096) UNITED STATES-TX-Dallas
---
TITLE: Wealth Strategies Advisor
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-14
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Los-Angeles/Wealth-Strategies-Advisor_26016883
EXCERPT: Wealth Strategies Advisor 3 Locations posted: Posted 29 Days Ago
---
TITLE: Wealth Advisor - Mechanics Bank
EMPLOYER: LPL Financial
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/El-Sobrante-CA/Wealth-Advisor---Mechanics-Bank_R-044895
EXCERPT: Wealth Advisor - Mechanics Bank 4 Locations posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - CA, San Francisco (5107)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-San Francisco (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=386653&lang=en
EXCERPT: Wealth Management Associate - CA, San Francisco (5107) UNITED STATES-CA-San Francisco
---
TITLE: Wealth Management Associate - NY, Melville (5029)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NY-Melville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=367593&lang=en
EXCERPT: Wealth Management Associate - NY, Melville (5029) UNITED STATES-NY-Melville
---
TITLE: Wealth Advisor - VIA Credit Union
EMPLOYER: LPL Financial
LOCATION: Marion, IN (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Marion-IN/Wealth-Advisor---VIA-Credit-Union_R-048891
EXCERPT: Wealth Advisor - VIA Credit Union Marion, IN posted: Posted 30+ Days Ago
---
TITLE: Wealth Strategist
EMPLOYER: Bank of America Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Houston/Wealth-Strategist_25047769
EXCERPT: Wealth Strategist 2 Locations posted: Posted 30+ Days Ago
---
TITLE: Join our Talent Community
EMPLOYER: Feedzai
LOCATION: Global (unspecified)
SALARY: Not disclosed
POSTED: 2019-07-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://careers.feedzai.com/job_description?gh_jid=1771294
EXCERPT: Join our Talent Community Global Feedzai is the world's first RiskOps platform for financial risk management, and the market leader in safeguarding global commerce with today's most advanced cloud-based risk management platform, powered by machine learning and artificial intelligence. Feedzai is securing the transition to a cashless world while enabling digital trust in every transaction and payment type. The world's largest banks, processors, and retailers trust Feedzai to protect trillions of dollars and manage risk while improving the customer experience for everyday users, without compromising privacy. Feedzai is a Series D company and has raised $282M to date. With a valuation of $2 billion, our technology protects 1 billion consumers and 90 billion transactions each year. If you couldn't find a role that fits what you are looking for, please join our talent community by submitting your resume and telling us a bit about yourself. Then, we can reach out when a role comes open that might be a fit for you. Your First 30-Days at Feedzai: You will be immersed in our brand with training, connections, and one-on-one time with your manager. You may shadow your colleagues virtually or onsite at an office depending on where you work as you are supported through your Feedzai journey. In addition, you will have access to a ton of information to give you history, context, and all the knowledge you can handle about Feedzai and the team. Finally, you will start working on projects and collaborating on work currently being done. We
---
TITLE: Wealth Management Associate - TX, Austin (2274)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Austin (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=347799&lang=en
EXCERPT: Wealth Management Associate - TX, Austin (2274) UNITED STATES-TX-Austin
---
TITLE: Wealth Management Associate - IL, Deerfield (5191)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-IL-Deerfield (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=405534&lang=en
EXCERPT: Wealth Management Associate - IL, Deerfield (5191) UNITED STATES-IL-Deerfield
---
TITLE: VP Growth
EMPLOYER: Finary.com
LOCATION: Remote (remote)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://jobs.ashbyhq.com/finary/7332a9db-0622-49a0-82e3-60da91ba4081
EXCERPT: VP Growth Remote What is Finary? Our mission is to change how money can work for you. We're building the one-stop shop for investing, where you can track your assets, manage your budget, invest, and learn, giving power back to investors. Mounir https://www.linkedin.com/in/mounirlaggoune/ launched Finary in 2021, and we've since crossed 1,000,000 users. We ship cutting-edge products with touches of delight, and we care deeply about experience, performance, and ease of use. Why now? A new generation of investors is emerging: ambitious and involved. Money is no longer taboo, and the pension system is under tremendous pressure. We see a world where investing empowers everybody to live the life they've always dreamt of. To fuel that, we raised a €25M Series B in September 2025, backed by PayPal Ventures, Hedosophia, Y Combinator, and Speedinvest, alongside world-class founders and operators like Steve Anavi & Alexandre Prot (Qonto), Matthieu Rouif (Photoroom), Eric Demuth (Bitpanda), Axel Weber (former UBS Chairman), and Harsh Sinha (CTO at Wise). There's never been a more exciting time to join. What we offer We hire people who lift the team's ceiling: A-players who are as kind as they are demanding. We move fast, aim high, and treat ownership as the default. Our culture is direct, transparent, and built on radical candor. We challenge each other openly, then commit. It's demanding and not for everyone, but if you want to raise the bar every day alongside equally driven teammates, this is the place. And we don't hedge on this.
---
TITLE: Learning Specialist, Wealth Management
EMPLOYER: Northern Trust Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ntrs.wd1.myworkdayjobs.com/northerntrust/job/Austin-TX/Learning-Specialist--Wealth-Management_R153811
EXCERPT: Learning Specialist, Wealth Management 2 Locations posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - TX, Dallas (2603)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Dallas (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175122&lang=en
EXCERPT: Wealth Management Associate - TX, Dallas (2603) UNITED STATES-TX-Dallas
---
TITLE: Wealth Advisor
EMPLOYER: M&T Bank Corporation
LOCATION: Naples, FL (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mtb.wd5.myworkdayjobs.com/MTB/job/Naples-FL/Wealth-Advisor_R84209-1
EXCERPT: Wealth Advisor Naples, FL posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - FL, Jacksonville (5123)
EMPLOYER: Equitable Holdings
LOCATION: Multiple Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=390133&lang=en
EXCERPT: Wealth Management Associate - FL, Jacksonville (5123) Multiple Locations
---
TITLE: Wealth Management Associate - TX, Houston (2591)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Houston (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175037&lang=en
EXCERPT: Wealth Management Associate - TX, Houston (2591) UNITED STATES-TX-Houston
---
TITLE: Wealth Advisor III - Orlando
EMPLOYER: Truist Financial Corporation
LOCATION: Orlando, FL (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Orlando-FL/Wealth-Advisor-III---Orlando_R0093059
EXCERPT: Wealth Advisor III - Orlando Orlando, FL posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate- NY, Melville (3840)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NY-Melville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=267490&lang=en
EXCERPT: Wealth Management Associate- NY, Melville (3840) UNITED STATES-NY-Melville
---
TITLE: Wealth Management Associate - Atlanta, GA (5009)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-GA-Atlanta (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=365191&lang=en
EXCERPT: Wealth Management Associate - Atlanta, GA (5009) UNITED STATES-GA-Atlanta
---
TITLE: Wealth Strategies Advisor
EMPLOYER: Bank of America Corporation
LOCATION: Charlotte (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Charlotte/Wealth-Strategies-Advisor_26018524
EXCERPT: Wealth Strategies Advisor Charlotte posted: Posted 15 Days Ago
---
TITLE: Wealth Management Associate - MD, Columbia (4076)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-MD (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=361685&lang=en
EXCERPT: Wealth Management Associate - MD, Columbia (4076) UNITED STATES-MD
---
TITLE: Wealth Management Finance - Associate (Investment Solutions)
EMPLOYER: Morgan Stanley
LOCATION: Purchase, New York, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ms.wd5.myworkdayjobs.com/External/job/Purchase-New-York-United-States-of-America/Wealth-Management-Finance---Associate--Investment-Solutions-_PT-JR036776
EXCERPT: Wealth Management Finance - Associate (Investment Solutions) Purchase, New York, United States of America posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - IL, Deerfield (3987)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-IL-Deerfield (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=347702&lang=en
EXCERPT: Wealth Management Associate - IL, Deerfield (3987) UNITED STATES-IL-Deerfield
---
TITLE: Wealth Management Advisor - PA, Philadelphia (2571)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-PA-Philadelphia (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=219787&lang=en
EXCERPT: Wealth Management Advisor - PA, Philadelphia (2571) UNITED STATES-PA-Philadelphia
---
TITLE: Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin, San Antonio (5146)
EMPLOYER: Equitable Holdings
LOCATION: Multiple Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=395713&lang=en
EXCERPT: Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin, San Antonio (5146) Multiple Locations
---
TITLE: Manager of Learning & Development
EMPLOYER: Robinhood Markets
LOCATION: Chicago, IL; Menlo Park, CA; New York, NY (unspecified)
SALARY: $157K-$185K
POSTED: 2026-03-27
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7736809?t=gh_src=&gh_jid=7736809
EXCERPT: Manager of Learning & Development Chicago, IL; Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood's Learning & Development team drives performance at scale by delivering high-quality, high-impact learning experiences. We empower employees to perform at their best through thoughtfully designed programs and seamless, data-informed learning operations-supporting every step of their Robinhood experience: from onboarding to development to compliance training. We believe the best learning experiences are practical, embedded in the flow of work, and aimed at driving high performance. Our team balances creativity with pragmatism, designing programs that are engaging, scalable, and aligned with Robinhood's culture, brand, and business needs. As the Manager of Learning & Development , you will lead the design, quality, and delivery of learning experiences
---
TITLE: Wealth Learning Advisor (LA) & Trainer
EMPLOYER: Citigroup Inc.
LOCATION: SINGAPORE, Singapore (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859035359979
EXCERPT: Wealth Learning Advisor (LA) & Trainer SINGAPORE, Singapore
---
TITLE: Private Wealth Tax Principal
EMPLOYER: Baker Tilly
LOCATION: 5 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://bakertilly.wd5.myworkdayjobs.com/BTCareers/job/USA-WA-Seattle-1000-Second-Ave/Private-Wealth-Tax-Principal_JR106559
EXCERPT: Private Wealth Tax Principal 5 Locations posted: Posted 3 Days Ago
---
TITLE: Wealth Advisor - America First Credit Union
EMPLOYER: LPL Financial
LOCATION: Ogden, UT (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Ogden-UT/Wealth-Advisor---America-First-Credit-Union_R-046787
EXCERPT: Wealth Advisor - America First Credit Union Ogden, UT posted: Posted 30+ Days Ago
---
TITLE: Wealth Planning Specialist
EMPLOYER: Toronto-Dominion Bank
LOCATION: Winnipeg, Manitoba (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Winnipeg-Manitoba/Wealth-Planning-Specialist_R_1469213
EXCERPT: Wealth Planning Specialist Winnipeg, Manitoba posted: Posted 30+ Days Ago
---
TITLE: Founding Sales Executive, Hazel AI (Mid-Market)
EMPLOYER: Altruist
LOCATION: San Francisco, CA (unspecified)
SALARY: $250K-$275K
POSTED: 2026-01-17
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 4
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://altruist.com/join-altruist/5770229004?gh_jid=5770229004
EXCERPT: Founding Sales Executive, Hazel AI (Mid-Market) San Francisco, CA About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. About Hazel Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown
---
TITLE: Wealth Management Associate - TX, Brownsville (2603)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Brownsville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175114&lang=en
EXCERPT: Wealth Management Associate - TX, Brownsville (2603) UNITED STATES-TX-Brownsville
---
TITLE: Part Time CSO(Wealth Centre)
EMPLOYER: HSBC Holdings plc
LOCATION: Kowloon City, Kowloon, Hong Kong (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://portal.careers.hsbc.com/careers/job/563774608327231
EXCERPT: Part Time CSO(Wealth Centre) Kowloon City, Kowloon, Hong Kong
---
TITLE: Wealth Management Business Unit CFO (HYBRID)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NY-New York (hybrid)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=418319&lang=en
EXCERPT: Wealth Management Business Unit CFO (HYBRID) UNITED STATES-NY-New York
---
TITLE: Business Development Partner
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Chicago, IL; Clearwater, FL; Westlake, TX (unspecified)
SALARY: $120K-$160K
POSTED: 2026-05-29
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 0
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7942764?t=gh_src=&gh_jid=7942764
EXCERPT: Business Development Partner Chicago, IL; Clearwater, FL; Westlake, TX Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The TradePMR team empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We are a custodial services and technology provider offering a robust platform including portfolio management, digital account opening, and advanced trading tools to help advisors streamline operations and grow their practices. As Business Development Partner, you will have a proven track record of successfully building strong relationships with Independent RIA firms and the ability to influence key decision makers to transition their custodial services to the TradePMR platform This role is based in our Chicago, IL, Clearwater, FL, Westlake, TX office(s), with in-person attendance expected at least 3
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TITLE: Director of Wealth Management Technology
EMPLOYER: Plante Moran
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-29
APPLY_URL: https://plantemoran.wd1.myworkdayjobs.com/pmexternalcareers/job/Southfield/Director-of-Wealth-Management-Technology_JR-02199
EXCERPT: Director of Wealth Management Technology 2 Locations posted: Posted 14 Days Ago
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TITLE: Senior Wealth Advisor Assistant
EMPLOYER: Raymond James Financial, Inc.
LOCATION: ON-Toronto (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://raymondjames.taleo.net/careersection/1_ca/jobdetail.ftl?job=657301&lang=en
EXCERPT: Senior Wealth Advisor Assistant ON-Toronto
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TITLE: Wealth Management Associate - CA, Los Angeles (2255)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-Los Angeles (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=344393&lang=en
EXCERPT: Wealth Management Associate - CA, Los Angeles (2255) UNITED STATES-CA-Los Angeles
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TITLE: Wealth Management Associate - Retirement Benefits Group - MI, Troy (2797)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-MI-Troy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175158&lang=en
EXCERPT: Wealth Management Associate - Retirement Benefits Group - MI, Troy (2797) UNITED STATES-MI-Troy
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TITLE: Wealth Management Associate - Retirement Benefits Group-MI, Troy (3994)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-MI-Troy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=347943&lang=en
EXCERPT: Wealth Management Associate - Retirement Benefits Group-MI, Troy (3994) UNITED STATES-MI-Troy
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TITLE: Wealth Management Sr Associate, Family Wealth Division
EMPLOYER: M&T Bank Corporation
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mtb.wd5.myworkdayjobs.com/MTB/job/New-York-NY/Wealth-Management-Sr-Associate--Family-Wealth-Division_R85881-1
EXCERPT: Wealth Management Sr Associate, Family Wealth Division New York, NY posted: Posted 30+ Days Ago
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TITLE: Wealth Transformation Manager II
EMPLOYER: Truist Financial Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Atlanta-GA/Transformation-Manager-Diversity-Equity-Inclusion_R0114497
EXCERPT: Wealth Transformation Manager II 3 Locations posted: Posted 30+ Days Ago
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TITLE: Wealth Management Associate - TX, Dallas (5243)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Dallas (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=416077&lang=en
EXCERPT: Wealth Management Associate - TX, Dallas (5243) UNITED STATES-TX-Dallas
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TITLE: Private Wealth Relationship Manager
EMPLOYER: Bank of America Corporation
LOCATION: Atlanta (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Atlanta/Private-Wealth-Relationship-Manager_26019831
EXCERPT: Private Wealth Relationship Manager Atlanta posted: Posted 4 Days Ago
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TITLE: Wealth Management Associate - NY, Melville (3921)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NY-Melville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=343235&lang=en
EXCERPT: Wealth Management Associate - NY, Melville (3921) UNITED STATES-NY-Melville
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TITLE: Wealth Management Associate - Retirement Benefits Group - MI, Troy (3855)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-MI-Troy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=303208&lang=en
EXCERPT: Wealth Management Associate - Retirement Benefits Group - MI, Troy (3855) UNITED STATES-MI-Troy
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TITLE: Wealth Management Associate- NJ, Wall (5188)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NJ-Wall (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=404694&lang=en
EXCERPT: Wealth Management Associate- NJ, Wall (5188) UNITED STATES-NJ-Wall
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TITLE: Wealth Management Associate - CA, Los Angeles (5100)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-Los Angeles (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=384533&lang=en
EXCERPT: Wealth Management Associate - CA, Los Angeles (5100) UNITED STATES-CA-Los Angeles
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TITLE: Wealth Sales and Service Consultant
EMPLOYER: Truist Financial Corporation
LOCATION: Atlanta, GA (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Atlanta-GA/Wealth-Sales-and-Service-Consultant_R0114068
EXCERPT: Wealth Sales and Service Consultant Atlanta, GA posted: Posted 2 Days Ago
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TITLE: Senior Manager Tax, Product and M&A
EMPLOYER: Robinhood Markets
LOCATION: Menlo Park, CA; New York, NY (unspecified)
SALARY: $170K-$200K
POSTED: 2026-01-28
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7489988?t=gh_src=&gh_jid=7489988
EXCERPT: Senior Manager Tax, Product and M&A Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood is looking for a skilled Senior Manager to join our rapidly growing team. This role will be reporting to the Senior Director of Tax. You will help lead our tax team to support new global product launches and corporate transactions in pursuit of the company-wide objectives. The Senior Manager Tax, Product and M&A position will be located at our headquarters in Menlo Park, CA. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. This role is based in our Menlo Park, CA or
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TITLE: Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NC-Raleigh (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175083&lang=en
EXCERPT: Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414) UNITED STATES-NC-Raleigh
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TITLE: Wealth Support Specialist II ( Austin, TX.)
EMPLOYER: Truist Financial Corporation
LOCATION: Austin, TX (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Austin-TX/Wealth-Support-Specialist-II---Austin--TX-_R0114043
EXCERPT: Wealth Support Specialist II ( Austin, TX.) Austin, TX posted: Posted Yesterday
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TITLE: Wealth Advisor, SVP
EMPLOYER: Titan
LOCATION: New York (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
APPLY_URL: https://jobs.ashbyhq.com/titan/341aa97b-5c1e-44a5-abe5-9a6229f1b317
EXCERPT: Wealth Advisor, SVP New York About Titan Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. - Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights. - Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. - Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. - Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day). - Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. - World-Class Investors: We're backed by top investors who share
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TITLE: Wealth Management Associate - Atlanta, GA (5192)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-GA-Atlanta (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=405594&lang=en
EXCERPT: Wealth Management Associate - Atlanta, GA (5192) UNITED STATES-GA-Atlanta
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TITLE: Wealth Planning Director
EMPLOYER: Schroders
LOCATION: Manchester, Greater Manchester, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-04-29
APPLY_URL: https://ekbq.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_2/requisitions/job/1440
EXCERPT: Wealth Planning Director Manchester, Greater Manchester, United Kingdom Wealth Planning Director
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TITLE: Registered Private Wealth Client Associate
EMPLOYER: Bank of America Corporation
LOCATION: Cincinnati (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cincinnati/Registered-Private-Wealth-Client-Associate_26016640
EXCERPT: Registered Private Wealth Client Associate Cincinnati posted: Posted 30+ Days Ago
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TITLE: Senior Corporate Accountant, Crypto
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Chicago, IL; Menlo Park, CA; New York, NY (unspecified)
SALARY: $82K-$110K
POSTED: 2026-06-05
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 0
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7983883?t=gh_src=&gh_jid=7983883
EXCERPT: Senior Corporate Accountant, Crypto Chicago, IL; Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Accounting team supports Robinhood's financial operations by maintaining accurate reporting, strengthening internal processes, and enabling the launch of new financial products. The team works closely with Finance, Engineering, Product, and Compliance partners to improve operational accuracy and support scalable accounting practices. Team members are encouraged to contribute ideas that improve reporting workflows, reconciliation processes, and financial controls. As a Senior Corporate Accountant, you will support accounting operations related to Robinhood's expanding crypto and digital asset products. You'll prepare reconciliations, analyze financial activity, and contribute to month-end close activities while partnering with internal teams to improve data accuracy and operational efficiency. This role offers the opportunity
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TITLE: Wealth Management Associate - TX, Austin (5162)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-TX-Austin (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=397953&lang=en
EXCERPT: Wealth Management Associate - TX, Austin (5162) UNITED STATES-TX-Austin
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TITLE: Wealth Management Associate - NJ, Secaucus (4066)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NJ-Secaucus (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=360768&lang=en
EXCERPT: Wealth Management Associate - NJ, Secaucus (4066) UNITED STATES-NJ-Secaucus
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TITLE: Head of Competitive Intelligence, Personal Wealth
EMPLOYER: Vanguard
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
APPLY_URL: https://www.vanguardjobs.com/job/23251977/head-of-competitive-intelligence-personal-wealth-texas-statewide/
EXCERPT: Head of Competitive Intelligence, Personal Wealth Location not specified
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TITLE: Wealth Advisor III - Dallas / Fort Worth
EMPLOYER: Truist Financial Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Dallas-TX/Wealth-Advisor-III---Dallas---Fort-Worth_R0093055
EXCERPT: Wealth Advisor III - Dallas / Fort Worth 2 Locations posted: Posted 30+ Days Ago
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TITLE: Vice President, Private Wealth
EMPLOYER: Blue Owl Capital
LOCATION: New York City, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-20
K401_MATCH: yes (not source-backed)
APPLY_URL: https://blueowl.wd1.myworkdayjobs.com/blueowl/job/New-York-City-NY/Vice-President--Private-Wealth_R-102187
EXCERPT: Vice President, Private Wealth New York City, NY posted: Posted 23 Days Ago
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TITLE: Wealth Management Associate - PA, Bala Cynwyd (2564)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-PA-Bala Cynwyd (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175095&lang=en
EXCERPT: Wealth Management Associate - PA, Bala Cynwyd (2564) UNITED STATES-PA-Bala Cynwyd
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TITLE: Registered Wealth Management Client Associate
EMPLOYER: Bank of America Corporation
LOCATION: Boca Raton (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Boca-Raton/Registered-Wealth-Management-Client-Associate_26013218
EXCERPT: Registered Wealth Management Client Associate Boca Raton posted: Posted 30+ Days Ago
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TITLE: Wealth Management Associate - CA, San Francisco (3984)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-San Francisco (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=347158&lang=en
EXCERPT: Wealth Management Associate - CA, San Francisco (3984) UNITED STATES-CA-San Francisco
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TITLE: Wealth Management Associate - WA, Bellevue (5014)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-WA-Bellevue (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=365871&lang=en
EXCERPT: Wealth Management Associate - WA, Bellevue (5014) UNITED STATES-WA-Bellevue
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TITLE: Wealth Management Academy
EMPLOYER: Charles Schwab Corporation
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://www.schwabjobs.com/wealth-management-academy
EXCERPT: Wealth Management Academy Schwab Advice Academy | Schwab Jobs Skip to main content Search jobs Menu About Us About Us Charles Schwab How We Hire FAQ Back Career Areas Career Areas Career Areas Overview Client Service Technology Retail Services & Branch Network Workplace Financial Solutions Corporate Support Back Life at Schwab Life at Schwab Schwab Stories Locations Benefits Diversity and Inclusion Back Early Careers Early Careers Early Careers Overview Interns Aspiring Talent Academy NERD Program Financial Consultant Academy Wealth Management Academy Back Joining Schwab Joining Schwab Events Join Our Talent Network Back Saved Jobs (0) Returning candidate login close Search Jobs Keyword(s) Location Search We can move an entire industry forward when we lead the way together. Schwab Wealth Management Academy. The Schwab Wealth Management Academy is your direct path to a fulfilling career in financial planning and advice. We offer a hands-on learning program and real-world experience you need to take control of your future. During your 15-month Academy journey, you will receive training and support to attain industry licenses and to pass the CFP® exam. Participants will also earn valuable professional experience required for CFP® certification. "The Wealth Management Academy is designed to attract high-potential, early career talent to Schwab, and it serves as a launchpad for developing our future Wealth Advisors. Through the rotational program journey, participants gain valuable experience, training, and exposure to Schwab's mission and values that provides a strong foundation for long-term success in wealth management." - Bryan Olson, Managing Director, Schwab Wealth Advisory
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TITLE: Wealth Advisor - Security Bank
EMPLOYER: LPL Financial
LOCATION: Springfield IL (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Springfield-IL/Wealth-Advisor---Security-Bank_R-050266
EXCERPT: Wealth Advisor - Security Bank Springfield IL posted: Posted 30+ Days Ago
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TITLE: Wealth Management Associate
EMPLOYER: Morgan Stanley
LOCATION: Boston, Massachusetts, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ms.wd5.myworkdayjobs.com/External/job/Boston-Massachusetts-United-States-of-America/Wealth-Management-Associate_JR034883-1
EXCERPT: Wealth Management Associate Boston, Massachusetts, United States of America posted: Posted 30+ Days Ago
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TITLE: Senior Wealth Advisor
EMPLOYER: Northern Trust Corporation
LOCATION: Houston, TX (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ntrs.wd1.myworkdayjobs.com/northerntrust/job/Houston-TX/Senior-Wealth-Advisor_R154347
EXCERPT: Senior Wealth Advisor Houston, TX posted: Posted 30+ Days Ago
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TITLE: Sr Wealth Advisor
EMPLOYER: Northern Trust Corporation
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ntrs.wd1.myworkdayjobs.com/northerntrust/job/New-York-NY/Sr-Wealth-Advisor_R155834
EXCERPT: Sr Wealth Advisor New York, NY posted: Posted 2 Days Ago
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TITLE: Wealth Management Associate - WA, Seattle (2627)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-WA-Seattle (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175402&lang=en
EXCERPT: Wealth Management Associate - WA, Seattle (2627) UNITED STATES-WA-Seattle
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TITLE: Wealth Management Associate - CA, San Francisco (3268)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-San Francisco (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175226&lang=en
EXCERPT: Wealth Management Associate - CA, San Francisco (3268) UNITED STATES-CA-San Francisco
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TITLE: Wealth Advisor - Broomall/Havertown, PA
EMPLOYER: Citizens Financial Group, Inc.
LOCATION: United States (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
APPLY_URL: https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/requisitions/job/47430
EXCERPT: Wealth Advisor - Broomall/Havertown, PA United States Wealth Advisor - Broomall/Havertown, PA
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TITLE: Wealth Technology - Digital Assets & Emerging Technology Lead, Senior Vice President
EMPLOYER: Citigroup Inc.
LOCATION: JERSEY CITY, New Jersey, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859034564778
EXCERPT: Wealth Technology - Digital Assets & Emerging Technology Lead, Senior Vice President JERSEY CITY, New Jersey, United States of America
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TITLE: Senior Tax Associate - Private Wealth
EMPLOYER: Baker Tilly
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://bakertilly.wd5.myworkdayjobs.com/BTCareers/job/USA-NY-New-York-City-66-Hudson-Blvd-E/Senior-Tax-Associate---Private-Wealth_JR106133
EXCERPT: Senior Tax Associate - Private Wealth 2 Locations posted: Posted 30+ Days Ago
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TITLE: Wealth Management Associate - Retirement Benefits Group - OR, Portland (5133)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-OR-Portland (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=392956&lang=en
EXCERPT: Wealth Management Associate - Retirement Benefits Group - OR, Portland (5133) UNITED STATES-OR-Portland
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TITLE: Wealth Management Advisor - OH, Cleveland (3077)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-OH-Cleveland (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175176&lang=en
EXCERPT: Wealth Management Advisor - OH, Cleveland (3077) UNITED STATES-OH-Cleveland
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TITLE: Senior Estates Specialist (SME)
EMPLOYER: Interactive Brokers
LOCATION: Chicago, IL (unspecified)
SALARY: $70K-$90K
POSTED: 2025-10-23
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/ibkr/jobs/8203846002
EXCERPT: Senior Estates Specialist (SME) Chicago, IL Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in office /1 day remote) Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global
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TITLE: Wealth Planning Advisor (Onshore)
EMPLOYER: Citigroup Inc.
LOCATION: SINGAPORE, Singapore (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859033940630
EXCERPT: Wealth Planning Advisor (Onshore) SINGAPORE, Singapore
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TITLE: Wealth Advisor III - Atlanta
EMPLOYER: Truist Financial Corporation
LOCATION: Atlanta, GA (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Atlanta-GA/Wealth-Advisor-III---Atlanta_R0093061
EXCERPT: Wealth Advisor III - Atlanta Atlanta, GA posted: Posted 30+ Days Ago
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TITLE: Wealth Director
EMPLOYER: Franklin Resources
LOCATION: New York, New York, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://franklintempleton.wd5.myworkdayjobs.com/Primary-External-1/job/New-York-New-York-United-States-of-America/Wealth-Director_867714
EXCERPT: Wealth Director New York, New York, United States of America posted: Posted 30+ Days Ago
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TITLE: Wealth Management Associate - CA, Los Angeles (3458)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-CA-Los Angeles (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=175254&lang=en
EXCERPT: Wealth Management Associate - CA, Los Angeles (3458) UNITED STATES-CA-Los Angeles
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TITLE: Virtual Wealth Advisor - New Jersey
EMPLOYER: Citizens Financial Group, Inc.
LOCATION: United States (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-05
K401_MATCH: yes (not source-backed)
APPLY_URL: https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/requisitions/job/46020
EXCERPT: Virtual Wealth Advisor - New Jersey United States Virtual Wealth Advisor - New Jersey
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TITLE: Wealth Planner
EMPLOYER: Huntington Bancshares Incorporated
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://huntington.wd12.myworkdayjobs.com/HNBcareers/job/Dallas-TX/Wealth-Planner_R0071812
EXCERPT: Wealth Planner 2 Locations posted: Posted 30+ Days Ago
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TITLE: Wealth Management Advisor - OH, Columbus (2538)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-OH-Columbus (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=218964&lang=en
EXCERPT: Wealth Management Advisor - OH, Columbus (2538) UNITED STATES-OH-Columbus
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TITLE: Wealth Management Associate - NJ, Woodbridge (5187)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-NJ-Woodbridge (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=404474&lang=en
EXCERPT: Wealth Management Associate - NJ, Woodbridge (5187) UNITED STATES-NJ-Woodbridge
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TITLE: Senior Wealth Advisor SAFE Act - Queens
EMPLOYER: Citigroup Inc.
LOCATION: ELMHURST, New York, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859034502663
EXCERPT: Senior Wealth Advisor SAFE Act - Queens ELMHURST, New York, United States of America
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TITLE: Finance & Strategy Senior Analyst
EMPLOYER: Robinhood Markets
LOCATION: Chicago, IL; Menlo Park, CA; New York, NY (unspecified)
SALARY: $111K-$130K
POSTED: 2026-03-27
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7759805?t=gh_src=&gh_jid=7759805
EXCERPT: Finance & Strategy Senior Analyst Chicago, IL; Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. We are seeking a Finance & Strategy Senior Analyst to partner closely with Robinhood's Crypto and International product team. The Crypto team is building the next generation of crypto products across international markets and the DeFi space. In this role, you will help establish a strong financial foundation for our crypto products, lead strategic initiatives that support product growth and expand reach, and enhance the global customer experience in crypto. You will also establish and track key metrics, support leadership decision-making, and provide insights on financial performance, risks, and opportunities. This role requires experience in financial modeling, strategic thinking, cost management, and budgeting/forecasting, along with
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