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Behavioral Finance Jobs (NOW HIRING)

Morton Wealth

Relationship Manager

Calabasas, CA · On-site

In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP ® education as well as behavioral finance. This Relationship Manager role ...

The Ohio State University

Lecturer

Columbus, OH · On-site

We seek candidates with expertise in all areas of corporate finance and teaching with Excel applications; behavioral finance; investments; and asset management. A strong preference will be given to ...

Behavioral Crossroads

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RN/Behavioral Health Home Program Supervisor

Egg Harbor Township, NJ · On-site

$35 - $40/hr

Behavioral Crossroads, LLC is seeking a part-time RN/Behavioral Health Home Program Supervisor to ... billing and finance to ensure coordinated billing process. · Meets or exceeds contracted ...

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$92.6K

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How much do behavioral finance jobs pay per year?

As of May 30, 2026, the average yearly pay for behavioral finance in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

What is a Behavioral Finance job?

A Behavioral Finance job involves analyzing how psychological factors influence financial decision-making. Professionals in this field study biases, emotions, and cognitive errors that impact investor behavior and market trends. They work in roles such as financial advising, risk management, and investment strategy to help individuals and organizations make better financial choices. These jobs often require expertise in finance, economics, and psychology to interpret data and improve decision-making processes.

What are the key skills and qualifications needed to thrive in the Behavioral Finance position, and why are they important?

To thrive in Behavioral Finance, you need a strong background in finance, economics, and psychology—often supported by an advanced degree in a related field. Familiarity with data analysis software, behavioral research tools, and financial modeling platforms such as Excel, R, or Python is highly valuable. Analytical thinking, effective communication, and the ability to translate complex research into actionable business strategies are crucial soft skills. These competencies enable professionals to blend financial insights with psychological understanding, leading to more accurate predictions of market behaviors and better client solutions.

What are some common challenges faced by professionals working in Behavioral Finance?

Professionals in Behavioral Finance often encounter the challenge of integrating psychological insights with quantitative financial data, requiring both strong analytical skills and creativity. Navigating the complexities of human behavior and market sentiment can lead to unpredictable outcomes, making it essential to constantly update research methodologies. Additionally, communicating findings to stakeholders with varying levels of financial literacy can be demanding. However, these challenges also create valuable opportunities for innovative solutions and impactful influence in financial decision-making processes.
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What are the most commonly searched types of Behavioral Finance jobs? The most popular types of Behavioral Finance jobs are:
What states have the most Behavioral Finance jobs? States with the most job openings for Behavioral Finance jobs include:
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Behavioral Finance jobs near you
Infographic showing various Behavioral Finance job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 5% Hybrid, and 3% Remote job distribution, with an average salary of $92,631 per year, or $44.5 per hour.
Relationship Manager

Relationship Manager

Morton Wealth

Calabasas, CA • On-site

Full-time

Posted 16 days ago

Job description

Morton Wealth is currently looking to add a new Relationship Manager to our growing team. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
This Relationship Manager role is a designed pathway for experienced professionals who are purposefully transitioning into the wealth management industry. It is not an entry-level finance position - it is an accelerated development opportunity for disciplined, client-oriented professionals who want to become a Wealth Advisor and are willing to invest in their growth.
Unlike other opportunities where you may be asked to 'start over', the Relationship Manager position is for individuals who are ready to apply what they already know about people, trust and communication and pair it with financial planning and investment expertise to build a meaningful second (or third) career. You'll be supported by a structured, multi-year development model, mentorship from senior advisors, and real-world client exposure - all while earning a highly competitive salary.
Who We're Looking For
This role is ideal for professionals with 10+ years of experience in client-facing or leadership environments who are ready to pivot into wealth advisory work.
  • Common backgrounds include, but are not limited to:
    • Healthcare or therapy professionals
    • Educators or administrators
    • Professional services or consulting
    • Sales or relationship management roles
    • Mid-level leaders seeking a long-term advisory career
  • We are looking for individuals who:
    • Excel in high-touch client relationships
    • Communicate clearly and professionally
    • Take ownership of outcomes
    • Are intellectually curious and coachable
    • Are committed to continuous learning outside of working hours

Core Competencies We Value
  • Interpersonal effectiveness and trust-building
  • Strong written and verbal communication
  • Critical thinking and adaptability
  • Personal accountability and self-awareness

What We Provide
  • Explicit career path toward becoming a Wealth Advisor
  • Accelerated development timeline compared to traditional routes
  • Hands-on client exposure early in your tenure
  • Firm-sponsored education and training
  • Revenue sharing upside as you progress
  • Compensation increases as you progress into advanced roles
  • Revenue participation aligned with advisor roles over time

The Developmental Path (High Level)
  • Client Operations Administrator (6 months)
    • Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
    • Management of client accounts and households through internal reporting system.
    • Send documents to clients and follow up as needed.
    • Ensure compliance policies are being completed, including the sourcing of supporting documents.
  • Client Coordinator (12 months)
    • Coordinate client meetings through scheduling, preparation and recording of notes.
    • Respond to client requests in a timely manner, tracking interactions in CRM.
    • Communicate timing expectations with clients for all deliverables/follow ups.
    • Support Advisors in maintaining communication with prospects and existing clients.
    • Lead weekly Advisor check-in meetings..
  • Financial Planner (18-24 months)
    • Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
    • Provide advisory team with updates on current financial planning news and changes.
    • Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.

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