NextChapter

Wealth Advisor jobs: 82 open roles

Open wealth advisor jobs taken from employers’ own career sites and checked to still be open.

The market for wealth advisor work

Every figure names its source. Skills and AI-skill shares describe the whole Investment function this title sits in. Outlook, pay and AI-use figures are for the government category “Personal financial advisors”, the closest occupation to this title.

Verified open wealth advisor jobs
82

Source: NextChapter, checked against employer career sites, last 7 days.

See the detail →
Employment outlook
Projected +1% from 2025 to 2035 (little or no change).

Source: BLS Employment Projections, 2025–2035.

National median pay, all levels
$105,070

Source: BLS OEWS, 2025.

See the detail →
Openings a year nationally, growth plus replacement
17,100

Source: BLS Employment Projections.

AI use at work
Among personal financial advisors, AI is already used for a large share of the tasks.

Source: Anthropic Economic Index.

Investment openings that ask for AI skills
6%

Source: NextChapter verified openings.

Investment openings that are remote
3%

Source: NextChapter verified openings.

See the detail →

Skills most often named in openings

  1. 1. excel9%
  2. 2. risk management9%
  3. 3. due diligence5%
  4. 4. powerpoint4%
  5. 5. project management4%
  6. 6. audit3%
  7. 7. python3%
  8. 8. financial modeling3%

AI skills worth building for this work

  1. 1. AI tools in daily work
  2. 2. Gen-AI assistants (ChatGPT, Copilot, Claude)
  3. 3. Prompt design
  4. 4. AI coding assistants
  5. 5. AI workflow automation
  6. 6. Automation platforms (Zapier, n8n, Power Automate)

More on Investment roles

Where wealth advisor experience can go next

Career moves the skills carry over to, closest fit first. Time is how long a move usually takes.

  • Compliance and risk

    Close fit · A few months

    Compliance teams at banks and wealth firms hire former advisors who know the rules from the inside.

    Carries over: Regulation (FINRA, SEC), Documentation, Suitability rules

  • Account manager

    Adjacent · A few months

    Account management keeps the relationship work without building a book from scratch.

    Carries over: Client relationships, Trust and retention, Explaining complex products

  • Customer success

    Adjacent · A few months

    Fintech and wealth-tech companies hire advisors for customer success roles where your expertise is the product.

    Carries over: Client relationships, Onboarding, Keeping clients

  • Sales

    Adjacent · A few months

    If you like the selling, enterprise sales pays well without the licensing and book-building.

    Carries over: Prospecting, Closing, Resilience

How would your résumé fare for wealth advisor?

Paste it to see which skills these openings ask for and which your résumé leaves out. It runs here in your browser, so nothing you paste is sent.

Paste at least a few lines to check it.

Want a real read on your résumé?

Tell us your state and where to reach you. Attach your résumé if you want a real read on it.

Open wealth advisor jobs

Verified against the employer’s own career site within the last week.

Showing the newest 15 of about 82 verified open jobs here. Search all jobs

Search all wealth advisor jobs

Where wealth advisor jobs are

Between jobs? Unemployment benefits and severance rules in these states, or in every state.

Employers hiring wealth advisors

  • PNC Financial Services Group 27
  • Mercer Advisors 7
  • Epwealth 6
  • Truist Financial 5
  • Citizens Financial Group Inc/Ri 5
  • BOK Financial 4
  • Mariner Wealth Advisors 3
  • Titan 2
  • Farther Finance 2
  • Manufacturers and Traders Trust Company 2

Related job titles

Applying and hearing nothing back?

Find out where you stand: your odds, the jobs that fit you and a plan for the week ahead. Free. No résumé needed.

Already a member? Log in

Get my Market Reality Assessment

Hiring wealth advisor roles and not seeing the right people?

Leave your work email. We'll send how to reach people searching for wealth advisor jobs.

See employer options