Career Opportunities

Where Purpose, Prevision, and Partnership Define Success

At Moran Wealth Management®, we believe exceptional people build exceptional client experiences. As a growing, 100% employee-owned independent RIA headquartered in Naples, Florida, we regularly seek driven professionals who value high standards, continuous learning, and meaningful relationships.

Whether you’re an investment analyst, financial planner, client service professional, or operational expert, you’ll find a place where your work truly matters, and where there are opportunities to grow.

“Our people are the foundation of every success story.

They are the reason clients choose us—and the reason they stay.”

Tom Moran AIF®, Founder, CEO & CIO

Current Opportunities

Compliance Associate

As a Compliance Associate, you will play a crucial role in supporting the Chief Compliance Officer and the broader Compliance team in maintaining and enhancing Moran Wealth Management’s regulatory compliance program.
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General Career Inquiries

If you don’t see a current opening that matches your experience, we welcome general inquiries from professionals interested in joining Moran Wealth Management®.
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Financial Consultant

As a Financial Consultant, you will serve as a trusted planner and wealth strategist, helping clients navigate investment strategies, retirement planning, tax planning, and wealth preservation.
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Client Service Specialist

As a Client Service Specialist, you’ll play a vital role in ensuring a seamless client experience by coordinating service requests, maintaining account documentation, and supporting financial advisors with administrative tasks. Responsibilities include handling routine maintenance, onboarding new accounts, and proactively engaging with clients to identify solutions that meet their financial needs.
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Financial Advisor

As a Financial Advisor at Moran Wealth Management®, you’ll focus on creating customized investment solutions to help clients achieve their financial goals. Your responsibilities will include managing client relationships, designing financial plans, and leveraging a strong professional network to provide expert guidance.
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Breakaway Brokers

At Moran Wealth Management®, seasoned brokers will gain access to a comprehensive suite of resources to support their practice. Your role will include managing your existing client relationships while leveraging our infrastructure, compliance, and operational support to focus on growth.
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Succession Planning

Partnering with Moran Wealth Management® for succession planning allows you to secure the future of your practice. Your focus will be on ensuring a smooth transition for your clients while protecting the integrity and legacy of your firm.
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Find Your Next Step at Moran Wealth Management® 

Here’s a look at what defines our firm and what you can expect when you join our team.

Inside Moran Wealth Management®:

  • 40+ professionals across investment, planning & client service
  • $5B+ Assets Under Management, independent RIA headquartered in Naples
  • 100% employee-owned
  • Career paths in: Investment Research, Portfolio Management, Planning, Client Service, Marketing, Operations
  • Professional development support for certifications 

Why Join Moran Wealth Management®?

Excellence Attracts Excellence
Our clients entrust us with their life’s work because they see a team that values diligence, intelligence, and integrity. When you join Moran Wealth Management®, you join a firm that invests in its people as deeply as it invests in its clients. To learn more about the principles that guide our culture, explore our Mission, Vision, and Values.

Life at Moran Wealth Management®

At Moran Wealth Management®, culture is not a concept—it is a commitment. Our success is built on people who embody professionalism and purpose, united by a shared dedication to serving our clients and one another. 

We value diversity of experience and thought, and we foster an environment where excellence is not demanded but inspired. Collaboration drives innovation, and respect guides every interaction. 

We aim to create an environment where ideas are heard, expertise is respected, and growth is supported.

We believe that those who dedicate their talents to serving others deserve to thrive, both personally and professionally. Our comprehensive benefits reflect that belief.
Continuous education, mentorship, and support for industry certifications to help every team member reach new heights.
Comprehensive medical, dental, and vision coverage, along with wellness resources that encourage balance and vitality.
Competitive compensation packages, performance incentives, and 401(k) with firm contributions.
A modern Naples headquarters designed to promote collaboration, focus, and connection.
Opportunities to participate in charitable initiatives and events that strengthen the communities where we live and work.

Who Thrives at Moran Wealth Management®

  • Professionals who value precision and teamwork
  • Individuals seeking mentorship and credential support
  • Client-centered thinkers committed to integrity
  • Those who want a long-term career, not just a job

A Message from Our Leadership Team 

At Moran Wealth Management®, our mission has always been to put our clients first. As we continue to evolve and grow, our commitment to this mission remains unwavering. 

In a world that changes by the day, we recognize that every client’s goals, challenges, and aspirations are unique. That understanding shapes how we serve, how we invest, and how we lead. Our professionals take a highly individualized approach, tailoring strategies that align with each client’s vision of success. 

We believe that long-term relationships are the cornerstone of true wealth management. Trust, transparency, and integrity guide every interaction—within our team and with our clients. Our culture is grounded in respect, collaboration, and a shared pursuit of excellence —an approach reflected in the industry recognition our team has earned over the years.

Beyond the work we do in the office, we take pride in supporting the communities where we live and serve. Our team regularly participates in local events, charitable initiatives, and educational programs that reflect our belief in giving back.

If you are driven by purpose, grounded in integrity, and inspired by collaboration, you will find a home here among like-minded individuals who value both precision and creativity in their work. 

Join us as we continue to define what it means to deliver peace of mind through financial excellence—one relationship, one strategy, and one client at a time. 

FAQs

  • Client Operations Specialist
  • Client Service Specialist
  • Relationship Manager
  • Financial Consultant
  • Financial Advisor
  • Investment Analyst
  • Portfolio Manager
We are committed to helping our employees advance their expertise by offering robust support for both CFP® and CFA® programs. This includes Educational Assistance as well as hands-on coaching and mentorship from experienced advisors, ensuring candidates have the resources they need to succeed.
  1. Application Review
    Candidates submit their résumé and any required materials. Our hiring team reviews applications to identify individuals whose experience and qualifications align with the role.
  2. First-Round Interview
    Selected candidates meet with a hiring manager for a deeper discussion about their background, skills, and career goals. This interview focuses on assessing role fit and core competencies. This may include situational or behavioral questions.
  3. Second-Round / Panel Interview
    Top candidates selected will meet with additional team members or leadership to evaluate collaboration style, problem-solving capabilities, and cultural alignment. This may include situational or behavioral questions.
  4. Final Interview & Office Tour (optional)
    Selected candidates may be invited for a concluding conversation to address final questions, discuss expectations, and get a feel for the team and work environment.
  5. Offer & Onboarding Steps
    The selected candidate receives a formal offer. Upon acceptance, onboarding preparation begins, including paperwork, and orientation scheduling.
Our organization proudly cultivates the next generation of talent by hiring interns and entry-level professionals who are eager to grow in the Finance industry. Through dedicated coaching and mentorship, we provide an empowering environment where emerging professionals can build skills, gain meaningful experience, and accelerate their career path.
All positions within our organization are located in Naples, Florida.

General Career Inquiries

Ready to take the next step? Explore open roles or connect with our team to learn more about career opportunities at Moran Wealth Management®.

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