Jobs

Turn on analytics and we load Google Analytics: Google gets the pages you open and what you do here — searches, jobs you view, jobs you apply to — and sets its own cookies. Leave it off and the only cookies we set are your login, your theme, and this answer. Accept All also records a yes to advertising, which nothing uses yet. Privacy Policy.

38 open listings · Page 2 of 2

Roles posted by organizations here, alongside roles we found on employers’ own careers sites. Crawled roles say so on the card and send you to the employer to apply. Only show organizations on Career App

Wealth Relationship Manager - Outer Richmond / Irving

Citigroup

Full-time · San Francisco, CA · $88,400 – $132,600

A relationship manager role for affluent clients at a major bank, building wealth management portfolios through client discovery, financial planning, and referrals. Suited to experienced finance professionals with strong sales instincts and compliance knowledge who can manage complex client needs across banking, credit, and investment products.

Microsoft Word Microsoft Outlook Financial Planning Microsoft Excel

Listed on Citigroup’s careers site · Apply there ↗

W

Account Executive - Large Enterprise UKI, Retail

Workday

This is a senior sales role responsible for both winning new Large Enterprise customers and expanding relationships with existing ones in the UK, Ireland, and Northern Europe retail, hospitality, and transport sectors. It suits experienced enterprise software salespeople comfortable managing complex, long-cycle deals with C-suite executives and coordinating across internal teams.

Financial Planning Analytics SaaS

Listed on Workday’s careers site · Apply there ↗

Director, Residential Revenue FP&A

Comcast

Full-time · $137,005 – $226,058

Lead financial planning and strategic analysis for Comcast's Residential Revenue organization, managing forecasting, budgeting, and financial modeling across multiple product lines. This role suits an experienced finance leader ready to build and mentor a team while driving business performance during a period of organizational transformation.

Financial Planning Business Analysis Financial Modeling Forecasting

Listed on Comcast’s careers site · Apply there ↗

Group Manager, FP&A - Marketing, Communications & Finance

Intuit

Mountain View, CA · $200,000 – $270,500

This is a senior financial strategy role embedded with Intuit's marketing, communications, and transformation leadership teams. The person in this position will be the chief financial advisor to three major business units, translating investment decisions into measurable outcomes and shaping resource allocation discussions at the C-suite level.

Financial Planning Data Analysis Budgeting Financial Reporting

Listed on Intuit’s careers site · Apply there ↗

Wealth Management Advisor - San Antonio, TX

Nuveen

Full-time · San Antonio, TX · $100,000 – $110,000

This role involves partnering with affluent clients to understand their financial goals, analyze their situations, and recommend tailored wealth management solutions. It suits experienced advisors who excel at relationship-building, have a track record managing client portfolios, and are motivated by helping others achieve their financial objectives.

Financial Planning Practice Management Business Development Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗

Wealth Management Advisor - Minneapolis, MN

Nuveen

Full-time · Minneapolis, MN

This role involves building and managing a wealth management practice serving high-net-worth clients, with responsibility for delivering personalized financial strategies and retirement guidance. It suits experienced financial advisors who thrive on client relationship-building and practice growth, and who are comfortable with a compensation structure tied to sales performance.

Financial Planning Practice Management Business Development Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗

Wealth Management Advisor (Melville, NY)

Nuveen

Full-time · Melville, NY · $100,000 – $110,000

This role involves building and managing a wealth management practice for high-net-worth clients at TIAA, guiding them through financial planning and retirement decisions while acting as their primary financial advisor. It suits experienced advisors who excel at relationship-building, can work independently with accountability, and want to grow a book of business with support from comprehensive wealth management capabilities.

Financial Planning Practice Management Business Development Sales Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗

Associate Financial Consultant (AFC National Plan Event Team)

Nuveen

Full-time · Dallas, TX · $62,900 – $91,700

This role supports TIAA's retirement plan participants and prospects through virtual financial guidance on pensions, annuities, and investment options. It suits someone with financial services experience who can build client relationships and help people make informed decisions about long-term wealth planning.

Financial Planning Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗

Virtual Financial Consultant

Nuveen

Full-time · $70,600 – $103,000

This role provides financial counseling to TIAA clients via phone, video, and in-person meetings, helping them plan for retirement and manage investments across a range of products. It suits someone with financial services experience who can build client relationships and advise on retirement strategies, tax planning, and insurance products.

Financial Planning Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗

Director, Wealth Management Coach- Glendale, CO

Nuveen

$155,000 – $167,000

This role coaches and develops wealth management advisors to enhance their client service capabilities and practice performance. It suits experienced financial professionals who excel at mentoring, understand comprehensive financial planning, and can influence behavior change through collaborative leadership.

Financial Planning Practice Management Sales Retirement Planning Wealth Management

Listed on Nuveen’s careers site · Apply there ↗

Wealth Management Advisor - Spokane, WA

Nuveen

Full-time · Spokane, WA · $100,000 – $110,000

This role involves building and managing a wealth management practice for high-net-worth clients, with a focus on retirement planning and comprehensive financial strategies. It suits experienced financial advisors who thrive on client relationships, enjoy entrepreneurial practice growth, and want to leverage a full suite of wealth management offerings.

Financial Planning Practice Management Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗

Retirement Income Consultant

Nuveen

Full-time · $68,800 – $83,800

This role advises clients nearing or in retirement on how to structure withdrawals from their investment portfolios, through a mix of virtual meetings, inbound support calls, and proactive outreach. It suits someone with financial services experience who can assess client needs and guide them through TIAA's lifetime income products.

Financial Planning

Listed on Nuveen’s careers site · Apply there ↗

Wealth Management Advisor - Metairie, LA

Nuveen

Full-time · Metairie, LA · $100,000 – $110,000

This role involves building and managing a wealth management practice for high-net-worth clients, providing tailored financial strategies and retirement guidance while leveraging TIAA's full suite of offerings. It suits experienced financial advisors with a track record of managing substantial client relationships and the drive to grow a practice through consultative, client-centered service.

Financial Planning Practice Management Business Development Retirement Planning

Listed on Nuveen’s careers site · Apply there ↗