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Investment Advisor Assistant Jobs in Silver Spring, MD

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 Specialist

Mclean, VA · On-site

... advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture ... Define and lead an efficient process to assist clients with account set up and transfers * Lead ...

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 ...

MissionSquare

Investment Analyst, Equity

Washington, DC · On-site

$74 - $111/hr

... asset managers, and sub-advised portfolios.Assist in preparing performance attribution ... Support the execution of investment reporting, operational, and process management activities.

Icmarc

Investment Analyst, Equity

Washington, DC · On-site +1

$73K - $110K/yr

... sub-advised portfolios. * Assist in preparing performance attribution, benchmarking, and risk ... Support the execution of investment reporting, operational, and process management activities ...

ProShares

Senior Manager, Compliance

Bethesda, MD · Hybrid

$130K - $160K/yr

Act as Compliance Officer in the absence of the Chief Compliance Officer. * Assist in directing ... Familiarity with fund distribution, broker-dealer and investment advisor issues * 10+ years ...

Doist

Senior Manager, Compliance

Bethesda, MD · On-site

$130 - $160/hr

Act as Compliance Officer in the absence of the Chief Compliance Officer. * Assist in directing ... Familiarity with fund distribution, broker-dealer and investment advisor issues * 10+ years ...

Aon

Associate, Advisor

Potomac, MD · On-site

$53K - $85K/yr

... investment advisers. Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for ...

New

NFP Corp

Associate, Advisor

Potomac, MD · On-site

$53K - $85K/yr

... investment advisers. Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for ...

NFP Corp

Associate, Advisor

Potomac, MD · On-site

$53K - $85K/yr

... investment advisers. Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for ...

New

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Silver Spring, MD

Investment Advisor Assistant information

See Silver Spring, MD salary details

$29.5K

$56.1K

$94.1K

How much do investment advisor assistant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for investment advisor assistant in Silver Spring, MD is $56,077.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $65,100.00 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 popular job titles related to Investment Advisor Assistant jobs in Silver Spring, MD?

For Investment Advisor Assistant jobs in Silver Spring, MD, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Assistant jobs in Silver Spring, MD look for?

The top searched job categories for Investment Advisor Assistant jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Investment Advisor Assistant jobs?

Cities near Silver Spring, MD with the most Investment Advisor Assistant job openings:

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Silver Spring, MD as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $56,077 per year, or $27 per hour.

J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center

JP Morgan Chase

Bethesda, MD • On-site

Full-time

Medical, Retirement

Posted 4 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

 
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

 
Job responsibilities
  • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
  • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
  • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Prioritize daily work, track progress for current work, and consistently meet deadlines
  • Maintain and foster team culture 
Required qualifications, capabilities, and skills
  • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series  66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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