Advisor jobs in United States

Explore 348 matching jobs.

Centura Wealth Advisory

Senior Case Advisor

Centura Wealth Advisory

Posted: 10/19/2026
U.S. Physical Therapy, Inc.

Solutions Advisor / Senior Solutions Advisor

U.S. Physical Therapy, Inc.

Posted: 10/20/2026
Universal Lending

Loan Advisor

Universal Lending

Posted: 10/20/2026
Michaels Energy- an Inc. 5000 Company

Energy Advisor

Michaels Energy- an Inc. 5000 Company

Posted: 10/19/2026
AMERICAN SYSTEMS

Senior Defense Technology Advisor

AMERICAN SYSTEMS

Posted: 10/19/2026
TypeScript
CCC Intelligent Solutions

Client Solutions Advisor

CCC Intelligent Solutions

Posted: 10/19/2026
Worldwide Flight Services (WFS)

Air Logistics Station Safety Advisor

Worldwide Flight Services (WFS)

Posted: 10/19/2026
Farther

Advisor Experience Associate

Farther

Posted: 10/19/2026
Truist

Wealth Private Banking Advisor II

Truist

Posted: 10/19/2026
Fifth Third Bank

Client Care Advisor II

Fifth Third Bank

Posted: 10/19/2026
Simple Staffing Group

Senior Living Advisor

Simple Staffing Group

Posted: 10/18/2026
Advertising Production Resources (aka APR Consulting)

Advisor

Advertising Production Resources (aka APR Consulting)

Posted: 10/17/2026
Fiserv

Immigration Advisor

Fiserv

Posted: 10/16/2026
Marathon Petroleum Corporation

Senior Commercial Strategy Advisor

Marathon Petroleum Corporation

Posted: 10/16/2026
Watershed

Sustainability Data Advisor

Watershed

Posted: 10/16/2026
Ledcor

HS&E Advisor

Ledcor

Posted: 10/16/2026
Delta Dental of Michigan

Provider Records Advisor

Delta Dental of Michigan

Posted: 10/16/2026
TD

Trust Advisor II

TD

Posted: 10/16/2026
TIAA

Wealth Management Advisor

TIAA

Posted: 10/16/2026
Fifth Third Bank

Client Care Advisor II – Private Equity

Fifth Third Bank

Posted: 10/16/2026
Centura Wealth Advisory

Senior Case Advisor

Centura Wealth Advisory
Posted 10/20/2026full-timeSan Diego • California • United StatesSenior💰 $150,000 - $200,000 per yearWebsite
Apply

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales and advisory services for high-net-worth clients, with a strong focus on tax strategy, financial planning, and relationship management. Proven ability to lead client engagements, educate on complex financial concepts, and drive revenue growth in a collaborative environment.

Highest-signal resume keywords
Consultative Sales ExperienceTax Advisory ExpertiseRevenue OwnershipClient Relationship ManagementOrganizational Skills

About the role

Key responsibilities & impact
  • Advance qualified opportunities through engagement close and convert prospects into signed advisory engagements
  • Lead prospect and client meetings, guide discussions, frame strategy, and manage meeting flow
  • Establish credibility by understanding each client’s tax, financial, and personal context
  • Position tax and wealth strategies accurately and responsibly
  • Educate clients on risks, assumptions, and limitations of proposed strategies
  • Coordinate cross-functionally from sale through execution
  • Identify opportunities to deepen relationships and expand services
  • Identify process gaps and recommend improvements to sales and engagement workflows
  • Perform other duties as assigned in a collaborative team environment

Requirements

What you’ll need
  • 7+ years of experience working with high-net-worth clients in consultative sales of professional services, tax advisory, wealth management, or financial planning roles
  • CPA license preferred (active status not required); EA, JD, or LL.M credentials desired
  • Advanced knowledge of tax return preparation, review, and strategy
  • Bachelor’s degree required in Finance, Business, or related field
  • Prior experience preparing or reviewing tax returns, with practical understanding of tax mechanics
  • Demonstrated track record of revenue ownership or sales performance in complex advisory environments
  • Experience within an RIA, tax advisory firm, or professional-services environment preferred
  • Strong understanding of individual, trust, and business tax returns
  • Familiarity with advanced tax planning concepts and high-net-worth financial structures
  • Ability to interpret and explain technical analyses and planning deliverables
  • Strong objection-handling and negotiation skills
  • Strong organizational and pipeline management skills
  • Ability to thrive in a fast-paced, high-accountability, collaborative environment

Benefits

Comp & perks
  • Equal Opportunity Employer
  • Diverse and inclusive environment
  • Position is exempt
  • Salary range of $150,000–$200,000 USD per year

ATS Keywords

✓ Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax Return PreparationTax Strategy DevelopmentFinancial PlanningAdvanced Tax Planning ConceptsTax Mechanics UnderstandingPipeline ManagementNegotiation SkillsObjection Handling
Soft Skills
CollaborationCommunicationOrganizational Skills
Certifications & Qualifications
CPA LicenseEAJDLL.M
Industry Keywords
High-Net-Worth ClientsRIATax Advisory FirmProfessional ServicesFinancial Services