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Investment Advisor Associate Jobs in Alabama (NOW HIRING)

Synovus

Financial Advisor Associate

Birmingham, AL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as ...

Synovus

Financial Advisor Associate

Birmingham, AL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as ...

Synovus

Financial Advisor Associate

Tuscaloosa, AL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as ...

StoneX Group

Advisor Support Associate

Birmingham, AL

$16 - $20.50/hr

... of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade ... Works in conjunction with the Regional Managers to complete requests from financial advisors ...

Stonex Group, Inc.

Advisor Support Associate

Birmingham, AL · On-site

$16 - $20.50/hr

... of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade ... Works in conjunction with the Regional Managers to complete requests from financial advisors ...

StoneX

Advisor Support Associate

Birmingham, AL

$16 - $20.50/hr

... of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade ... Works in conjunction with the Regional Managers to complete requests from financial advisors ...

TIAA

Wealth Advisor

Birmingham, AL

$80K - $95K/yr

Tailors investment strategies for clients, identifying objectives and constraints including ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

First Horizon Bank

Financial Advisor II

Mobile, AL · On-site

... of investment offering and solutions. • Engage your connectivity in the community to foster ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon Bank

Financial Advisor II

Mobile, AL · On-site

... of investment offering and solutions. • Engage your connectivity in the community to foster ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon

Financial Advisor II

Mobile, AL · On-site

... of investment offering and solutions. • Engage your connectivity in the community to foster ... clients, communities and associates unlock their full potential with capital and counsel.

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Alabama

Investment Advisor Associate information

See Alabama salary details

$34.9K

$60.9K

$102K

How much do investment advisor associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for investment advisor associate in Alabama is $60,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $74,800.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are the most commonly searched types of Investment Advisor jobs in Alabama? The most popular types of Investment Advisor jobs in Alabama are:
What are popular job titles related to Investment Advisor Associate jobs in Alabama? For Investment Advisor Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Associate jobs in Alabama look for? The top searched job categories for Investment Advisor Associate jobs in Alabama are:
What cities in Alabama are hiring for Investment Advisor Associate jobs? Cities in Alabama with the most Investment Advisor Associate job openings:
Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $60,870 per year, or $29.3 per hour.

Financial Advisor Associate

Synovus

Birmingham, AL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 171 rated banks

Job description

Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

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