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Overnight Wealth Management Jobs (NOW HIRING)

Truist

Wealth Advisory Support Consultant

Richmond, VA · On-site

$74K - $134K/yr

Serves as an individual contributor, but may manage employees and serves as a second line resource ... overnight for training and teammate onboarding Preferred Qualifications: 1. 7 + years of previous ...

Truist

Wealth Advisory Support Consultant

Atlanta, GA · On-site

$74K - $134K/yr

Serves as an individual contributor, but may manage employees and serves as a second line resource ... overnight for training and teammate onboarding Preferred Qualifications: 1. 7 + years of previous ...

Truist

Wealth Advisory Support Consultant

Atlanta, GA · On-site

$74K - $134K/yr

Serves as an individual contributor, but may manage employees and serves as a second line resource ... overnight for training and teammate onboarding Preferred Qualifications: 1. 7 + years of previous ...

Truist

Wealth Advisory Support Consultant

Orlando, FL

$74K - $134K/yr

Serves as an individual contributor, but may manage employees and serves as a second line resource ... overnight for training and teammate onboarding Preferred Qualifications: 1. 7 + years of previous ...

Wealth Access

Product Manager

Nashville, TN · On-site

... our wealth management technology platform. This role works closely with clients, internal ... The ability to travel overnight as required. Compensation & Benefits Compensation includes a ...

Wealth Access

Product Manager

Nashville, TN · On-site

... our wealth management technology platform. This role works closely with clients, internal ... The ability to travel overnight as required. Compensation & Benefits Compensation includes a ...

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Overnight Wealth Management information

Is $200,000 enough to work with a financial advisor?

For an Overnight Wealth Management professional, $200,000 can be a sufficient starting investment to work with a financial advisor, depending on the advisor's fee structure and services. Many advisors require minimum investments that range from $25,000 to $100,000, but some offer services for lower amounts or charge based on assets under management. It's important to consider the advisor's fee schedule and your financial goals when determining if this amount is appropriate.

What are the key skills and qualifications needed to thrive as an Overnight Wealth Management professional, and why are they important?

To thrive in Overnight Wealth Management, you need strong analytical abilities, financial acumen, and a background in finance, economics, or a related field, often supported by certifications such as the CFA or Series 7. Familiarity with portfolio management software, trading platforms, and risk management systems is crucial. Excellent communication, attention to detail, and problem-solving skills help differentiate top performers in this high-stakes environment. These skills ensure timely decision-making, effective client service, and risk mitigation during after-hours market activity.

What are the typical challenges faced by professionals in overnight wealth management roles?

Overnight wealth management professionals often work in fast-paced environments where they monitor global financial markets during non-standard hours. One of the main challenges is staying alert and making critical decisions while most domestic teams are offline, requiring strong analytical skills and self-reliance. Additionally, effective communication with colleagues across different time zones is essential to ensure seamless handovers and accurate reporting. Adapting to changing market conditions and maintaining a high level of client service during overnight hours are also key aspects of the role.

What is the highest paying job in wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer (CIO) or Managing Director, which can earn multi-million dollar compensation packages including base salary, bonuses, and profit sharing. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, client assets, and geographic location.

Can you do wealth management part time?

Overnight wealth management roles are typically full-time due to the nature of client service and market hours, but some firms may offer part-time or flexible schedules for certain positions. Candidates often need relevant certifications like the CFP and strong financial knowledge, which can be developed through ongoing education and experience. Part-time opportunities are less common and may depend on the firm's policies and client needs.

What is the difference between Overnight Wealth Management vs Financial Advisor?

AspectOvernight Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentTypically involves managing client portfolios overnight, often in a financial institution settingAdvises clients on investments, financial planning, usually during daytime hours
Employer & IndustryFinancial firms, wealth management companies, banksIndependent or firm-based financial planning firms, banks

Overnight Wealth Management focuses on managing client assets during overnight hours, often involving trading and portfolio adjustments. Financial Advisors provide personalized financial planning and investment advice during regular business hours. While both roles require similar certifications and work within the financial industry, their daily activities and work hours differ significantly.

How many financial advisors make $500,000 a year?

In the field of wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications. Achieving this level often requires years of building a client base, strong sales skills, and a focus on high-value assets.

What is Overnight Wealth Management?

Overnight Wealth Management refers to financial services that focus on managing and optimizing client assets during overnight market hours. This involves monitoring global financial markets, executing trades, managing risks, and responding to any market-moving events that occur outside of regular business hours. Professionals in this role help ensure clients' portfolios are protected and positioned to benefit from developments in international markets. The role is especially important for institutions and high-net-worth clients with assets exposed to global volatility.
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What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
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Overnight Wealth Management jobs near you
Infographic showing various Overnight Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution.

Senior Wealth Management Advisor

Best Infosystems LLC

Los Angeles, CA

$250K - $450K/yr

Contractor

Posted 7 days ago

Job description

Full JD:
JD1: Senior Wealth Management Advisor_Los Angeles, CA_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Los Angeles, CA
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

Job Description: 
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred. 
*Four-year college degree required, MBA preferred. Candidates should reside in the metro Los Angeles area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD2: Senior Wealth Management Advisor_New York City, NY_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: New York City, NY
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred. 

*Four-year college degree required, MBA preferred. Candidates should reside in the metro New York City area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
---------
JD3: Senior Wealth Management Advisor_Dallas, TX_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Dallas, TX
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

*Four-year college degree required, MBA preferred. Candidates should reside in the metro Dallas TX area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD4: Senior Wealth Management Advisor_Denver, CO_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Denver, CO
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

*Four-year college degree required, MBA preferred. Candidates should reside in the metro Denver CO area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
========
Screening Questions:

# Total experience:
# How many years of experience do you have as a Wealth Management Advisor or Financial Advisor serving affluent/high-net-worth clients?
# How many years of experience do you have selling retail investment products directly to individual clients (not wholesale or institutional)?
# How many years have you advised High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual clients?
# How many years have you been responsible for growing Assets Under Management (AUM) through new client acquisition and relationship expansion?
# How many years of experience do you have providing investment advisory, retirement planning, estate planning, portfolio management, and wealth planning services?
# What is the reason for seeking change from your current role?
# What is your annual base salary expectations (USD)?
# Preferred Location - Los Angeles, CA / New York City, NY / Dallas, TX / Denver, CO (Onsite):
# Current Location, State with zip code:
# Are you authorized to work in the USA without sponsorship?
# Work authorization for working in USA (USC / GC):