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AWA
Careers

Careers

Join a team dedicated to excellence and build a meaningful career in wealth management.
Why Join Us
🌟 Meaningful Work Help clients achieve their most important financial goals and build lasting legacies across generations.
📈 Growth & Development Continuous learning opportunities, mentorship programs, and support for professional certifications.
🤝 Collaborative Culture Work alongside talented professionals who share a commitment to excellence and client service.
⚖️ Work-Life Balance Flexible work arrangements, comprehensive benefits, and a culture that respects your time.
Open Positions Senior Wealth Advisor Wealth Management • New York, NY Manage and grow a portfolio of high-net-worth client relationships. Develop comprehensive wealth strategies including investment management, estate planning, and tax optimization. Minimum 10 years of experience in wealth management with CFP or CFA designation preferred. Investment Analyst Investment Research • Chicago, IL Conduct investment research, due diligence, and portfolio analysis across asset classes. Support senior advisors in developing investment recommendations and monitoring portfolio performance. 3-5 years of experience with strong analytical skills and progress toward CFA designation. Client Service Associate Client Operations • San Francisco, CA Serve as the primary point of contact for client account administration and service requests. Coordinate with advisors to ensure seamless client experience including account opening, transfers, and reporting. 2+ years of financial services experience with strong attention to detail.
Ready to take the next step in your career?