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Investment Advisor Assistant Jobs (NOW HIRING)

Jobtailor

Investment Advisor

Dallas, TX · On-site

$75 - $120/hr

* Provide financial consulting services to assist members and non-members with identifying their ... a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and ...

Fifth Third

Senior Investment Advisor

Houston, TX · On-site

Leverages internal investment support teams to assist with initial and ongoing portfolio ... Senior Investment Advisor At Fifth Third, we understand the importance of recognizing our employees ...

Fifth Third

Senior Investment Advisor

Houston, TX · On-site

$110 - $210/hr

Leverages internal investment support teams to assist with initial and ongoing portfolio ... Senior Investment Advisor At Fifth Third, we understand the importance of recognizing our employees ...

Fifth Third

$110 - $210/hr

Leverages internal investment support teams to assist with initial and ongoing portfolio ... Senior Investment Advisor At Fifth Third, we understand the importance of recognizing our employees ...

Empower

Wealth Solutions Investment Advisor

Working primarily with clients who have less than $100,000 in total assets, Investment Advisors introduce clients to Empower's advisory experience, assist with consolidating outside assets, and ...

Fifth Third

Senior Investment Advisor

San Antonio, TX · On-site

Leverages internal investment support teams to assist with initial and ongoing portfolio ... Senior Investment Advisor At Fifth Third, we understand the importance of recognizing our employees ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and ... Demonstrate technical competence in financial planning and with investments * Assist in development ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and ... Demonstrate technical competence in financial planning and with investments * Assist in development ...

Lincoln Investment

Retirement Processor

Tallahassee, FL · On-site

... Investment Advisor Representatives and Registered Representatives. Address and solve any potential issues with paperwork prior to processing with vendors. Assist with customer service needs and other ...

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Investment Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do investment advisor assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

More about Investment Advisor Assistant jobs

What cities are hiring for Investment Advisor Assistant jobs?

Cities with the most Investment Advisor Assistant job openings:

What are the most commonly searched types of Investment Advisor jobs?

The most popular types of Investment Advisor jobs are:

What states have the most Investment Advisor Assistant jobs?

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

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Investment Advisor Associate:

Regal Executive Search

Torrance, CA • On-site

Full-time, Part-time

Re-posted 15 days ago

Job description


Investment Advisor Associate:
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make product recommendations that best suit risk profile and investment objective. The advisor may also assist with general office operations.
Responsibilities
  • You will meet with new clients and existing clients to handle and manage their investment accounts.
  • Review and analyze investment portfolios, variable, fixed and indexed annuities, and insurance policies, making suitable product recommendations for clients
  • Trading and re-balancing of client portfolios as needed
  • Create and and monitor investment portfolio models and update as needed
  • Communicate with clients, providing services in account management, technical support, and problem solving
  • Prepare reports and other materials for client and/or prospect meetings using the latest investment softwares
  • Implementation of securities trading
  • Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning
  • Carry out and provide research and analysis in detailed, consistent, and timely fashion, consistently verifying accuracy and quality of work
  • Prepare correspondence, spreadsheets, and presentation materials for client meetings and communication
  • Prepare client meetings for lead advisors and anticipate needs in advance of meetings
  • Attend training and demonstrate knowledge and skills to identify current trends that enhance team members and the organization
  • Training and/or delegating tasks to other support positions
  • May also assist during tax season by preparing returns and/or perform special project as assigned

Desired Skills and Experience:
College degree in Business, Finance, or related field
5 years of experience in similar position
Job Types: Full-time, Part-time
Education:
  • Bachelor's (Preferred)

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