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Investment Advisor Jobs (NOW HIRING)

Masterworks

Investment Advisor

New York, NY · On-site

About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million ...

Masterworks

Investment Advisor

New York, NY

About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million ...

Masterworks

Investment Advisor

New York, NY · On-site

About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million ...

PrideStaff

Investment Advisor

West Palm Beach, FL · On-site

$60K - $100K/yr

Investment Advisor (Wealth Management) Location: Central Palm Beach County, FL (Flexible branch rotation / Hybrid) Compensation: Commission-Based with Salary Base Position Overview Are you a licensed ...

The Quintessential Experience

NY

$60K - $128K/yr

Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance ...

Navy Federal Credit Union

Investment Advisor

Vienna, VA · On-site

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

MassMutual Pacific

Investment Advisor

Rowland Heights, CA · Remote

$65K - $250K/yr

A diversified portfolio of investment, insurance, retirement solutions - all manufactured here, so ... Transition packages for experienced advisors. * Renewal commissions and recurring fee income.

SB Financial Group Inc.

Investment Advisor

Findlay, OH · On-site

... The Investment Advisor is responsible for providing brokerage and investment services to clients by identifying financial needs, recommending appropriate investment and insurance products, and ...

OC Financial Services

Be Seen First

Investment Advisor

Cleveland, OH · On-site

The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members. The ideal candidate for this position is fully licensed and has previous ...

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Investment Advisor information

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How much do investment advisor jobs pay per year?

As of Jun 22, 2026, the average yearly pay for investment advisor in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What Does an Investment Advisor Do?

An investment advisor works with clients to build a portfolio of financial assets. As an investment advisor, you first determine your client’s current economic state, then you discuss their short- and long-term financial goals and risk tolerance. Your responsibilities also involve researching and tracking different stocks, bonds, mutual funds, and exchange-traded funds. This research enables you to give your clients good advice about which securities they should buy, hold, or sell.

Can financial advisors make $500,000 a year?

Investment advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Earnings often depend on commissions, fees, and the size of assets under management, with top advisors in the industry reaching or exceeding this level.

What are some common challenges Investment Advisors face when balancing client expectations and market realities?

Investment Advisors often encounter challenges when clients expect consistent high returns regardless of market conditions. Managing these expectations requires clear, ongoing communication about risk, market volatility, and the importance of a long-term strategy. Advisors must also stay up-to-date on market trends and adjust portfolios as needed, all while building trust and maintaining regulatory compliance. Developing strong interpersonal skills and educating clients on financial fundamentals can help overcome these challenges and foster long-lasting relationships.

What are Investment Advisors?

Investment Advisors are professionals who provide guidance and recommendations to individuals or organizations about investments, such as stocks, bonds, mutual funds, and other financial products. They help clients develop strategies to achieve their financial goals, manage portfolios, and navigate the complexities of the financial markets. Investment Advisors are typically registered with regulatory bodies and must act in the best interests of their clients, offering personalized advice based on each client's unique financial situation and risk tolerance.

Is $100,000 enough to work with a financial advisor?

As an investment advisor, working with clients who have $100,000 or more in assets is common, as many advisors set minimum investment thresholds that can range from $25,000 to $100,000 or higher. Having this amount allows for diversified investment strategies and fee structures, but some advisors may offer services for lower amounts or hourly fees. The suitability depends on the advisor's policies and the client's financial goals.

What is the difference between Investment Advisor vs Financial Planner?

AspectInvestment AdvisorFinancial Planner
CertificationsSeries 65/66, CFP (optional)CFP, Series 65/66 (optional)
Work EnvironmentFinancial firms, investment companiesIndependent, financial firms, or banks
Primary FocusInvestment management and adviceComprehensive financial planning

Investment Advisors primarily focus on managing clients' investment portfolios and providing investment advice, often working within financial firms. Financial Planners offer broader financial guidance, including retirement, estate, and tax planning. While both roles require similar certifications and may overlap in client services, Investment Advisors specialize in investment strategies, whereas Financial Planners provide holistic financial solutions.

Do investment advisors make good money?

Investment advisors can earn a substantial income, often through a combination of fees, commissions, and assets under management. Their earnings typically depend on experience, client base, and the firm they work for, with many earning six-figure salaries or higher. Success in this role also requires strong financial knowledge, certifications, and client relationship skills.

What are the key skills and qualifications needed to thrive as an Investment Advisor, and why are they important?

To thrive as an Investment Advisor, you need a solid understanding of financial markets, investment strategies, and regulatory requirements, usually backed by a finance-related degree and certifications such as the Series 7 or Certified Financial Planner (CFP). Proficiency with financial analysis software, portfolio management systems, and client relationship management (CRM) platforms is essential. Excellent interpersonal skills, ethical judgment, and effective communication set top advisors apart when building trust and guiding clients. These skills are vital to provide sound investment advice, manage portfolios effectively, and maintain long-term client relationships in a competitive industry.

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

As an investment advisor, working with clients who have $200,000 or more in assets is common, as this amount often qualifies for personalized financial planning and investment management services. Many advisors set minimum account sizes, typically ranging from $25,000 to $100,000, depending on their firm and service offerings, making $200,000 generally sufficient for engaging with a financial advisor. However, specific requirements vary by advisor and service type.
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Investment Advisor jobs near you
Investment Advisor

Investment Advisor

Capital Investment Advisors

Tampa, FL • On-site

Full-time

Posted 18 hours ago

Job description

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Investment Advisor
We are looking for an experienced Investment Advisor to grow our Tampa team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. This role holds a myriad of responsibilities with the top few being to help attain new clients, implement investment plans, and execute on comprehensive planning.
Qualifications & Skills:
  • Bachelor's degree in Finance or related field
  • 6+ years of experience in Investment Management with the most recent 18 months serving as a registered Investment Advisor Representative (IAR)
  • Active series 65 license
  • CFP® certified
  • Client first attitude
  • Proven ability to work collaboratively with others
  • Working knowledge of various RIA custodian referral platforms
  • Excellent communication and time management skills
  • Willingness to travel
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software

Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.

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