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Chartered Investment Manager Jobs (NOW HIRING)

RWA Wealth Partners LLC

Wealth Advisor

Newton Center, MA · On-site

$100K - $300K/yr

You'll serve as a trusted partner to clients, offering guidance in investment management, tax ... Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial ...

RWA Wealth Partners LLC

Wealth Advisor

San Francisco, CA · On-site

$100K - $300K/yr

You'll serve as a trusted partner to clients, offering guidance in investment management, tax ... Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial ...

KU Endowment

Investment Analyst

Lawrence, KS

Endowed assets are managed through a pooled vehicle, the Long-term Investment Program ("LTIP"). In ... Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative ...

RWA Wealth Partners LLC

Wealth Advisor

Newton Center, MA · On-site

$100K - $300K/yr

You'll serve as a trusted partner to clients, offering guidance in investment management, tax ... Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial ...

KU Endowment

Investment Analyst

Lawrence, KS · On-site

Endowed assets are managed through a pooled vehicle, the Long-term Investment Program ("LTIP"). In ... Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA). What ...

RWA Wealth Partners LLC

Wealth Advisor

Chicago, IL · On-site

$100K - $300K/yr

You'll serve as a trusted partner to clients, offering guidance in investment management, tax ... Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial ...

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Chartered Investment Manager information

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$27.5K

$81.7K

$137.5K

How much do chartered investment manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for chartered investment manager in the United States is $81,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Chartered Investment Manager, and why are they important?

To thrive as a Chartered Investment Manager, you need expertise in portfolio management, financial analysis, and a strong understanding of capital markets, typically supported by a CIM designation and relevant finance degrees. Proficiency with financial modeling software, trading platforms, and advanced Excel tools is essential, along with ongoing regulatory education. Exceptional communication, analytical thinking, and ethical judgment set top professionals apart in this role. These skills ensure sound investment decisions, client trust, and compliance in a rapidly changing financial environment.

How does a Chartered Investment Manager typically collaborate with other financial professionals within a firm?

Chartered Investment Managers often work closely with financial analysts, portfolio managers, compliance officers, and client relationship managers to deliver holistic investment solutions. Collaboration is essential when conducting due diligence on new investment opportunities, rebalancing portfolios, or ensuring compliance with regulatory standards. Regular meetings and cross-functional communication help ensure that client goals are met efficiently and that all investment decisions are well-informed. This collaborative environment not only enhances the quality of service provided to clients but also offers Chartered Investment Managers the chance to learn from other experts and advance their own careers.

What is the difference between Chartered Investment Manager vs Chartered Financial Analyst?

AspectChartered Investment ManagerChartered Financial Analyst
CertificationsRequires CIM designation, often includes exams and experienceRequires CFA charter, exams, and work experience
Work EnvironmentInvestment firms, asset management companies, financial advisoryInvestment firms, asset management, research, and analysis roles
Industry UsagePrimarily in Canada and North AmericaGlobal recognition, widely used worldwide

The Chartered Investment Manager and Chartered Financial Analyst designations share similar credentials and work environments, focusing on investment management and financial analysis. While CIM is more prevalent in North America, CFA has a broader international presence. Both roles require rigorous exams and experience, but the CFA is often viewed as more globally recognized, especially for roles in research and portfolio management.

What is a Chartered Investment Manager?

A Chartered Investment Manager (CIM) is a professional designation in Canada awarded by the Canadian Securities Institute (CSI) to individuals who have demonstrated expertise in portfolio management and investment strategies. CIMs are qualified to provide discretionary investment management services for clients and often work as portfolio managers or investment advisors. The designation requires completion of specific courses, relevant work experience, and adherence to ethical standards. Holding a CIM can enhance credibility and career opportunities in the financial services industry.
More about Chartered Investment Manager jobs
What cities are hiring for Chartered Investment Manager jobs? Cities with the most Chartered Investment Manager job openings:
What states have the most Chartered Investment Manager jobs? States with the most job openings for Chartered Investment Manager jobs include:
What job categories do people searching Chartered Investment Manager jobs look for? The top searched job categories for Chartered Investment Manager jobs are:
Chartered Investment Manager jobs near you
Infographic showing various Chartered Investment Manager job openings in the United States as of June 2026, with employment types broken down into 12% Internship, 3% As Needed, 44% Full Time, 3% Part Time, 9% Temporary, and 29% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $81,677 per year, or $39.3 per hour.
Fiduciary Advisor - Chicago, IL - $100-150K Base Salary Plus Bonus

Fiduciary Advisor - Chicago, IL - $100-150K Base Salary Plus Bonus

Trajan Wealth LLC

Naperville, IL • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Chicago market.
This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.
Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.
Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.
What Makes Trajan Different
As your market expands, you gain access to a platform designed to accelerate your growth:
  • In-house marketing agency (radio, TV, seminars, digital)
  • Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
  • Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
  • A proven, repeatable sales process
  • Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.
We handle the rest.
Today, the average Trajan Advisor produces approximately $40M per year in new assets.
Duties and Responsibilities
Lead Educational Seminars
  • Host and present retirement and financial planning seminars within the Chicago area.
  • Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
  • Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
  • Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market
  • Serve as a lead representative of Trajan Wealth in the Chicago area, building brand presence and trust locally
  • Expand a client base through seminars, referrals, and strategic community engagement
  • Scale a local advisory practice as part of Trajan's national growth strategy
  • Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
  • Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
  • Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
  • Help clients make informed decisions and remain confident in their financial future across all market environments

Collaborate with Internal Teams
  • You're supported by a platform built to help you win.
  • Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities
  • Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
  • Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications
  • Clean BrokerCheck / U4 record
  • Bachelor's degree or equivalent experience
  • Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
  • IL Life and Annuity license
  • 5+ years of financial advisory or investment experience
  • Strong presentation skills
  • Experience working with retirement planning clients
  • Minimum 3 years of experience using a CRM system
  • Proficiency in Microsoft Office
  • Excellent written and verbal communication abilities
  • Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits
  • W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
  • 401k with matching up to 13%
  • United Healthcare PPO Medical employee coverage paid by Company
  • Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
  • Generous holidays and PTO
  • If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Apply