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Investment Advisor Associate Jobs in Alabama (NOW HIRING)

Leavitt Group

Commercial Risk Advisor

Cullman, AL · On-site

Randy Jones & Associates is looking for a motivated B2B outside sales representative in the Greater ... Compensation and Benefits At Leavitt Group we make a significant investment into each of our sales ...

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.

Truist

Wealth Advisor III

Homewood, AL · On-site

Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III

Homewood, AL · On-site

Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Wealth Advisor * Answering general non-investment related questions concerning client accounts ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL

$12 - $16.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

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Showing results 21-40

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 13, 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.

Associate Financial Consultant

Regions Financial Corporation

Birmingham, AL • On-site

$40K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
  • Establishes joint appointments with Financial Advisors and customers
  • Works with Financial Advisors on preparing and scheduling meetings
  • Assists in covering branches that do not have a dedicated Financial Advisor
  • Responds to customer and Financial Advisors' requests
  • Updates customer information
  • Completes required and assigned training modules
  • Becomes familiar and educated with investment products used to meet customers' investment needs
  • Demonstrates customer-focused partnership with branch staff

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
Requirements
  • High School Diploma or GED
  • Six (6) months of related experience

Preferences
  • Life Insurance License strongly preferred
  • Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

Skills and Competencies
  • Ability to engage in a high touch environment
  • Ability to gain understanding of our customers' current financial standing and their short and long term financial goals
  • Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Greystone
Location:
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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