Advisor jobs in United States

Explore 378 matching jobs.

The Baldwin Group

Wealth Advisor

The Baldwin Group

Posted: 10/21/2026
Oxy

Lease and Contracts Advisor

Oxy

Posted: 10/21/2026
First Interstate

Wealth Advisor I

First Interstate

Posted: 10/21/2026
ClearlyRated

Strategic CX Advisor

ClearlyRated

Posted: 10/21/2026
The Cigna Group

Product Strategy Advisor

The Cigna Group

Posted: 10/21/2026
Huntington National Bank

Treasury Management Advisor II

Huntington National Bank

Posted: 10/21/2026
CLEAResult

Community Outreach Specialist, Home Energy Advisor

CLEAResult

Posted: 10/21/2026
Navigate Power

Business Energy Advisor

Navigate Power

Posted: 10/21/2026
TD SYNNEX

Benefit Advisor

TD SYNNEX

Posted: 10/21/2026
Thryv

Advisor

Thryv

Posted: 10/21/2026
Jhpiego

Senior Knowledge Management Advisor

Jhpiego

Posted: 10/21/2026
Sedgwick

Complex Claims Advisor – Workers Compensation Expert, OSIP Licensing, Litigation Strategy & Resolution

Sedgwick

Posted: 10/21/2026
Truist

Virtual Premier Advisor

Truist

Posted: 10/21/2026
Truist

Premier Advisor

Truist

Posted: 10/21/2026
Synovus

BSA Advisor

Synovus

Posted: 10/21/2026
PNC

Virtual Payment Advisor – Queue

PNC

Posted: 10/21/2026
Simple Staffing Group

Senior Living Advisor

Simple Staffing Group

Posted: 10/21/2026
Lattimore Physical Therapy and Sports Rehabilitation Network

Patient Onboarding Advisor

Lattimore Physical Therapy and Sports Rehabilitation Network

Posted: 10/21/2026
Nuvant Consulting Group

Account Advisor

Nuvant Consulting Group

Posted: 10/20/2026
Save the Children US

Advisor, Economic Evaluation – P3

Save the Children US

Posted: 10/20/2026
Tableau
The Baldwin Group

Wealth Advisor

The Baldwin Group
Posted 10/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in financial planning, client relationship management, and investment strategies, with a strong foundation in asset allocation and risk management. Proficient in utilizing CRM and investment platforms to enhance client service and maintain compliance.

Highest-signal resume keywords
Financial PlanningClient Relationship ManagementInvestment PrinciplesMS Office ProficiencySeries 65 or 66 License

About the role

Key responsibilities & impact
  • Build and deepen client relationships and manage a client book through qualified leads, referrals, and proactive outreach
  • Deliver comprehensive financial planning for wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations
  • Gather client financial statements and develop plans to maximize profitability or reduce debts
  • Assist with portfolio construction and monitoring, including performance and allocation reports
  • Participate in client meetings and review cycles, prepare summaries, and track action items
  • Respond to routine client inquiries about accounts, statements, transfers, administrative requests, and basic planning questions
  • Use planning, CRM, and investment platforms for onboarding, account maintenance, reporting, and business development
  • Coordinate with wealth, retirement, and insurance specialists to deliver integrated solutions
  • Maintain accurate client files, meeting notes, and compliance documentation
  • Build knowledge of investments, capital markets, tax considerations, and planning strategies

Requirements

What you’ll need
  • Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred
  • 3-5 years of experience in financial services, wealth management, banking, or a related client service role; internships, co-ops, or equivalent experience will be considered
  • Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days
  • Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment
  • Proficient with MS Office – Word, Excel, PowerPoint, Outlook
  • Strong verbal and written communication skills
  • Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts
  • Strong attention to detail and organizational skills
  • Ability to manage multiple tasks, meet deadlines, and maintain accurate records
  • Comfort working with data and reports, including performance reports, statements, and allocations
  • Ability to work in a fast-paced environment, multitask, and adapt to changing priorities

Benefits

Comp & perks
  • Remote work arrangement
  • Occasional travel for client meetings and internal training or events

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Financial PlanningPortfolio ConstructionRisk ManagementTax-Aware StrategiesAsset AllocationPerformance ReportingData AnalysisCompliance DocumentationClient OnboardingDebt Reduction Strategies
Soft Skills
Strong Communication SkillsAttention to DetailOrganizational SkillsMultitasking AbilityCustomer Service
Tools & Technologies
CRM PlatformsInvestment PlatformsMS Office
Certifications & Qualifications
Bachelor’s Degree in FinanceSeries 65 or 66 LicenseLife & Health Insurance License
Industry Keywords
Wealth ManagementFinancial ServicesBankingClient ServiceCapital Markets