1

Investment Advisor Assistant Jobs (NOW HIRING)

Junior Investment Advisor Associate StaffBuffalo is working with a collaborative and growing wealth ... * Assist with client onboarding, account servicing, paperwork processing, and CRM management.

Apply Early

... 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 ...

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Financial Advisor Assistant, Investment Advisor Assistant, Wealth Management Client Service Associate, Financial Services Client Support Specialist, Wealth Operations Specialist, and Trust Operations ...

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Financial Advisor Assistant, Investment Advisor Assistant, Wealth Management Client Service Associate, Financial Services Client Support Specialist, Wealth Operations Specialist, and Trust Operations ...

New

Wealth Services Specialist

Chambersburg, PA

$17 - $22.50/hr

Financial Advisor Assistant, Investment Advisor Assistant, Wealth Management Client Service Associate, Financial Services Client Support Specialist, Wealth Operations Specialist, and Trust Operations ...

New

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

next page

Showing results 1-20

Investment Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do investment advisor assistant jobs pay per year?

As of Jul 3, 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.

How does an Investment Advisor Assistant typically support the advisor-client relationship on a daily basis?

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 does an Investment Advisor assistant do?

An Investment Advisor Assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with research, data analysis, and client communication, requiring strong organizational skills and familiarity with financial software. The role helps ensure smooth client service and efficient investment operations.

What does an investment assistant do?

An investment assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks related to investment portfolios. They often use financial software and need strong organizational skills to ensure accurate and efficient client service. This role may require knowledge of investment products and certifications such as the Series 7 or Series 63, depending on the employer.

Can financial advisors make $500,000 a year?

Investment advisor assistants typically do not earn $500,000 annually, as this level of income is usually associated with experienced financial advisors or senior professionals in the field. Compensation varies based on experience, client base, and firm size, with top earners often earning high six-figure or seven-figure incomes. Entry-level or support roles generally have lower salaries and bonuses.

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

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.

Is it hard to become a FA?

Becoming an Investment Advisor Assistant typically requires a strong understanding of financial products, customer service skills, and often a relevant degree or certification such as the Series 7 or Series 65. While the role itself is entry-level, advancing in the field may require additional licenses and experience, making the path to becoming a financial advisor more challenging. Overall, it involves gaining industry knowledge and building client relationships over time.

What are Investment Advisor Assistants?

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.
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:
Senior Pension Investment Advisor

Senior Pension Investment Advisor

City of New York

Manhattan, NY • On-site

$150K/yr

Full-time

Retirement

Posted 4 days ago


City Of New York rating

7.3

Company rating: 7.3 out of 10

Based on 78 frontline employees who took The Breakroom Quiz

502nd of 668 rated public administrative organizations


Job description

Company Description
Job Description
NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service.
DOF's Mayor's Office of Pensions and Investments (MOPI) advises the administration on the City's pension system, deferred compensation plan, and other retirement-related matters. MOPI researches and analyzes the policies, strategies, benefits, budgets, and investments of the City's pension funds, and those of our national and international peers, to assist the mayor's trustees in determining the best course of action. The chief pension administrator is responsible for non-investment issues at the City's retirement systems, including disability and regular retirement benefits, administrative issues and budgets, and legal issues.
MOPI is seeking to hire a Senior Pension & Investment Advisor. Reporting to the Chief Pension Advisor, the selected candidate's duties and responsibilities include, but are not limited to the following:
-Serve as senior advisor and assist with management, planning and administration of New York City pension funds.
-Supervise the Pension Investment Advisor.
-Conduct research and analyze relevant investment issues that impact asset classes and manager performance.
-Attend Retirement System investment and other meetings, serving as a designated alternate for the Mayor and Commissioner of Finance at such meetings, as directed.
-Perform in-depth fundamental and quantitative analysis on one or more asset classes to which primary responsibility is assigned.
-Make recommendations on manager selection, building team of managers, and investment policies and guidelines, asset allocation and investment strategy.
-Manage and model investment, operational and legal risk. Understand risk models and implications of investment decisions on total portfolio risk.
-Interpret capital markets and economic data concerning valuation, expected returns, risks and future trends of investments.
-Gather and interpret manager/consultant/peer group investment reports, as well as industry and regulatory information.
-Facilitate meetings with consultants and potential investment partners in connection with prospective investment opportunities.
-Work with other team members and the Comptroller's Bureau of Asset Management to ensure that all appropriate information is analyzed and integrated into the selection, termination, and performance reviews of investment managers.
-Search and selection of portfolio analytics and related software.
-Provide the Administration's trustees and others with timely investment reviews, reports, and presentations.
-Summarize and present data concisely describing current and long-term trends and opportunities.
-Formally and informally build, understanding and consensus. on critical issues of current and future importance.
Additional Information:
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
This position may be eligible for remote work up to 2 days per week, pursuant to the Remote Work Pilot Program agreed between the City and the Collective Bargaining Unit representing employees serving in the civil service title.
PENSION INVESTMENT ADVISOR - 95083
Qualifications
A baccalaureate degree from an accredited college, and five (5) years of full-time satisfactory responsible experience in the institutional investment activities of an Employees' Retirement System, professional investment consultant or asset management firm.
Additional Information
The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

What City Of New York employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom