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Investment Advisor Assistant Jobs in Virginia (NOW HIRING)

Investment Advisory Firm

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Admin Assistant - Investment Firm

Richmond, VA

$17.75 - $24/hr

Beale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company.

Osaic

Compliance Analyst - IA Administration

Petersburg, VA · Hybrid

$65K - $69K/yr

... * Assist with the review, maintenance of Form ADV Part 2B Brochure Supplements. * Support the onboarding and maintenance of Investment Advisor Representatives (IARs). * Coordinate with Compliance ...

Procession Systems

4223 Credit Associate

Mclean, VA · On-site

Engage with clients directly to collect underwriting documents and assist the Client Advisor in the ... investment banking environment. * With at least 1 of those years being in a client facing role.

ClearanceJobs

4223 Credit Associate Jobs

Mclean, VA · On-site

Engage with clients directly to collect underwriting documents and assist the Client Advisor in the ... investment banking environment. With at least 1 of those years being in a client facing role.

Range

Investment Analyst

Mclean, VA · On-site

... advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture ... Rapidly digest important market news and assist with the creation of investment memos, market ...

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Virginia

Investment Advisor Assistant information

See Virginia salary details

$28.3K

$53.8K

$90.2K

How much do investment advisor assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment advisor assistant in Virginia is $53,780.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $62,500.00 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.

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

The most popular types of Investment Advisor jobs in Virginia are:

What cities in Virginia are hiring for Investment Advisor Assistant jobs?

Cities in Virginia with the most Investment Advisor Assistant job openings:

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,780 per year, or $25.9 per hour.

Executive Assistant - Investment Firm

Investment Advisory Firm

Richmond, VA

Full-time

Medical, Vision, Life

Re-posted 6 days ago

Job description

Beale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company.

Responsibilities:

  • Handle administrative needs of Executive
  • Arrange conference calls and meetings
  • Plan work-related travel details
  • Receive visitors
  • Prepare written correspondence, reports and presentations
  • Maintain and order supplies

​Qualifications:

  • Previous experience as an executive secretary, administrative assistant, or in other related fields
  • Proficient in Microsoft Excel, Word, Outlook and Powerpoint
  • Strong organizational skills
  • Ability to prioritize and multitask
  • Strong attention to detail