Senior Wealth Advisor Jobs

Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our client

Senior Attorney (Sr Estate Planning Strategist) - West Coast, Atlanta, New York at Mercer Advisors in Atlanta. $130K – $150K/yr.

Senior Tax Associate at Mercer Advisors in La Century City. $95K – $105K/yr.

Senior Tax Director - West Coast at Mercer Advisors in United States. Remote · $180K – $225K/yr.

Freelance | 8–20 hrs/week | Remote (EU/UK) Are you an experienced investment consultant driven by rigorous logic, practical experience, and an eye for the complexities of real-world investment decisions? Do you have 8 to 20 hours per week available alongside your main work or…

The CPWM - NIC Resource Officer is considered a subject matter expert on investment and banking procedures and processes. The Resource Officer will work on a team comprised of Wealth Solutions Advisors with a focus on delivering advice and service to Citi investment and banking…

Senior Data Architect – Wealth & Asset Management Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Design the blueprint. Architect the future of Wealth & Asset Management. Empower data transformation through modern, AI-enabled ways of working. The…

(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients) at Wealthsimple in Canada. Full-time · Remote · C$124K – C$192K/yr.

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…

Senior Tax Planner, Wealth Management at Wealthsimple in Canada. Full-time · Remote · C$124K – C$155K/yr.

Senior Estate Planning Attorney (San Diego, Orange County) at Mercer Advisors in Newport Beach. $175K – $200K/yr.

Director, Strategy and Analytics - Wealth Solutions at Mercer Advisors in United States. Remote · $150K – $180K/yr.

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone…

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust. We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and…

About us Bondsmith is a fast growing digital cash savings platform focused on helping customers make the most of their money by offering access to a wide range of savings products. We work with financial institutions like wealth managers, fintechs, banks, and advisors, providing…