Working as a Wealth Advisor
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Top Companies for Wealth Advisor
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions—join our diverse and inclusive team today in the fight to help more people to and through retirement.
Northwestern Mutual has been helping families and businesses achieve financial security for over 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI.
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 80,000 employees in 1,200 offices across 41 countries. Discover what makes Morgan Stanley such a great place to work by using the resources on this page to learn more about our people, our business, and our heritage.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland. In June 2023, Credit Suisse became a UBS Group company. We have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer (https://www.ubs.com/awards).
U.S. Bancorp, with approximately 70,000 employees and $601 billion in assets as of September 30, 2022, is the parent company of U.S. Bank National Association. The Minneapolis-based company serves millions of customers locally, nationally and globally through a diversified mix of businesses: Consumer and Business Banking; Payment Services; Corporate & Commercial Banking; and Wealth Management and Investment Services. Union Bank, consisting primarily of retail banking branches on the West Coast, joined U.S. Bancorp in 2022. The company has been recognized for its approach to digital innovation, social responsibility, and customer service, including being named one of the 2022 World’s Most Ethical Companies and Fortune’s most admired superregional bank. Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Some restrictions may apply. Deposit products offered by U.S. Bank National Association. Member FDIC.
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S. Wells Fargo is No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S. For more information, visit wellsfargo.com | Twitter: @wellsfargo
If you’re interested in working in financial markets, investing, wealth management or research at a prestigious institution with 100+ years of Wall Street legacy, now is your opportunity to accelerate your career at Merrill. Founded in 1914, Merrill is one of the largest wealth management brands in the world. Our financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help them pursue the lives they want. We also go beyond investment management to assist with college savings strategies, retirement planning, eldercare, philanthropy, and more. We make sure all new employees are integrated into an existing team with other established advisors and mentors to support a transition to the firm. Once you start, you can energize your team by taking advantage of the many learning opportunities here, the culture of collaboration where you can learn from the best advisors in the business (as easily as they learn from you), and where diversity, equity, and inclusion is a priority. Additionally, we invest in our team and their families by offering competitive benefits to support physical, emotional, and financial well-being. If you are a financial advisor with 2+ years of experience and want to enhance your client relationships, learn more about our accelerated growth program and apply with us today!
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
Working at Citi is far more than just a job. A career with us means joining a family of more than 240,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Citi connects millions of people across hundreds of cities and countries every day through our unparalleled global network. With varying businesses and functions at each location, there are an abundance of opportunities beyond the work you’ll do with your team. We are a dynamic, global organization fueled by talented individuals with diverse perspectives who work in a vast range of roles. Whatever your background, culture, role or experience, there is a place for you at Citi. Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. To find out more about the roles available in your region and apply, please visit www.jobs.citi.com
WHO WE ARE We’re USAA, a financial services organization providing insurance, banking, financial products, and advice for our military community. With more than 37,000 employees across seven domestic and three international offices, we have the technology, experience, and infrastructure needed to best serve our members and staff. We’re always on the lookout for passionate, talented individuals who share our appreciation for the military and their families and the dedication to serve them. If this sounds like you, we hope you’ll join us. WHERE WE COME FROM Our story began in 1922 when a group of soldiers got together in San Antonio and agreed to insure each other’s vehicles. By the 1930s, our membership reached 30,000. During World War II, we automatically renewed policies for members serving abroad. In 1969, we welcomed our 1 millionth member. By 2000, we were online and available to service members from all branches of the military. We’ve continued to evolve and adapt to meet the ever-changing needs of the military community. Today, we’re honored to serve over 13 million members – those currently serving, veterans, and their families. Our headquarters remain in San Antonio. Over the course of our more than 100-year history, we’ve expanded to seven other cities in the U.S. and three international locations to better serve our growing membership.