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Financial Investment Advisor Jobs (NOW HIRING)

Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) - ~10% On-Site as Needed • Travel up to 30% (Atlanta & South GA) POSITION OVERVIEW CPA Tax Advisors is seeking a ...

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Financial Investment Advisor information

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$36K

$102.1K

$144K

How much do financial investment advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial investment advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a financial investment advisor?

A Financial Investment Advisor is a professional who provides clients with advice and guidance on investments, financial planning, and asset management. They analyze your financial situation, help set goals, and recommend appropriate investment strategies to achieve those goals. Financial Investment Advisors may also monitor your portfolio, offer advice on taxes and retirement planning, and help you make informed decisions to grow and protect your wealth.

How does a financial investment advisor collaborate with other professionals to provide comprehensive client solutions?

Financial Investment Advisors often work closely with professionals such as tax consultants, estate planners, and insurance agents to ensure that clients receive well-rounded financial guidance. This collaboration helps address complex client needs, such as tax-efficient investment strategies or estate planning. Regular communication and joint meetings are common, allowing for coordinated advice that aligns with the client's overall financial goals. Teamwork and strong interpersonal skills are essential in this environment to deliver the best possible outcomes for clients.

What are the key skills and qualifications needed to thrive as a financial investment advisor, and why are they important?

To thrive as a Financial Investment Advisor, you need a solid background in finance, investment principles, and portfolio management, often supported by a bachelor’s degree and certifications such as the CFP or CFA. Familiarity with financial analysis tools, portfolio management software, and market research platforms is typically required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly set top advisors apart. These skills are crucial for building client trust, making sound investment decisions, and achieving long-term financial goals for clients.

Do financial investment advisors make good money?

Financial investment advisors typically earn a combination of base salary and commissions or fees based on client assets and services provided. According to industry data, their income can vary widely, with many earning a median annual salary in the range of $60,000 to $100,000, and top earners making significantly more, especially with experience and certifications like the CFP or CFA. Earnings depend on factors such as location, client base, and firm size.

What does a financial investment advisor do?

A financial investment advisor provides clients with advice on investment strategies, manages portfolios, and recommends financial products to help achieve their financial goals. They analyze market trends, assess risk, and often hold certifications such as the Series 7 or Series 65. The role typically requires strong analytical skills and knowledge of financial regulations.
More about Financial Investment Advisor jobs

What states have the most Financial Investment Advisor jobs?

States with the most job openings for Financial Investment Advisor jobs include:

What are popular job titles related to Financial Investment Advisor jobs?

For Financial Investment Advisor jobs, the most frequently searched job titles are:

Infographic showing various Financial Investment Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Experienced Investment Advisor

Santa Monica, CA • On-site

$65/hr

Full-time

Medical, Retirement

Re-posted 13 hours ago


Key responsibilities

  • Provide financial advice, support, and education to clients to help them attain their financial goals.

  • Collaborate with team members and management to develop and maintain strong client relationships.

  • Utilize practice management tools and resources to support client interactions and business growth.


Job description

Are you currently an Investment Advisor looking to go to the next level? Tired of demanding and unrealistic quotas with lack of support? Come join our firm and take your career to the next level!
We provide our team with an unlimited amount of support from executives as well as senior management. We offer a competitive salary in addition to outstanding benefits!
We are one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country.
We currently manage over $2.1 billion for over 8,000 individuals. We specializes in comprehensive financial planning and wealth management services to assist clients in any stage of their lives to put them on track to attaining their financial goals. We have built a team of advisors with a mission to make a difference in their communities and around the world by providing financial advice, support, and education to their clients.
Gerber Kawasaki is seeking an individual with proficient oral and written communication skills. He or she must collaborate well in a team environment and is focused on developing strong client relationships through hard work and business entrepreneurship.
Some of the advantages of working at Gerber Kawasaki include:
Going Independent
  • Freedom to choose the best investments for your clients (fiduciary)
  • Higher payouts and generous bonus structure
  • Signing bonus for qualified representatives
  • Independent RIA & Insurance Agency
  • Low-cost trading, internet-based platform

Marketing and Leads
  • Online marketing platform that generates leads daily
  • Dedicated marketing team on staff
  • Strong social media presence on Facebook, Twitter and LinkedIn. Strong traditional media presence on CNBC, Bloomberg, Reuters, Fox Business, WSJ, Forbes, and more
  • GK client appreciation and networking events
  • E-newsletter with original content
  • Strong presence in the community

Resources and Support
  • Employee benefits, including health and disability insurance
  • Mentoring and support from our seasoned management team
  • CFP designation program paid by the company
  • Cutting edge practice management tools including Salesforce, WealthVision, Morningstar Workstation
  • E-signature full digital platform
  • Access to GK proprietary investment research
  • 4700 square foot fully staffed office with multiple client conference rooms

Our Ideal Candidate
  • Financial planning accreditation and securities licenses
  • College degree and at least 2 years of relevant work experience
  • Highest levels of integrity and ethics
  • Work ethic and discipline
  • Self-motivated and positive attitude
  • A vast network of contacts

We foster a team approach to growing your business within our structure. Our online, social media, and traditional marketing helps you build your business and open up opportunities. This is a unique opportunity to take your career to a new level with a fast-growing, dynamic, and diverse investment advisory firm. Email us your resume to schedule an interview. Learn more about us at www.gerberkawasaki.com or find us on Instagram, LinkedIn, Facebook, and YouTube (@gerberkawasaki).
Gerber Kawasaki offers competitive compensation and benefits package, including company sponsored health insurance benefits, 401k matching, and a generous wellness reimbursement to name a few. Salary range $65-75K DOE.
Gerber Kawasaki is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Gerber Kawasaki will provide reasonable accommodations for qualified individuals with disabilities.