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Investment Advisor Associate Jobs (NOW HIRING)

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

NFP

Senior Associate, Advisor

San Francisco, CA

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... Create and execute investment plans, RMD (Required Minimum Distributions) calculations and ...

NFP

Senior Associate, Advisor

San Rafael, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... Create and execute investment plans, RMD (Required Minimum Distributions) calculations and ...

NFP

Senior Associate, Advisor

San Rafael, CA

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... Create and execute investment plans, RMD (Required Minimum Distributions) calculations and ...

Synovus

Financial Advisor Associate

Tampa, FL · On-site

We work to ensure that every associate embraces what makes Pinnacle different and unique. For us ... Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team ...

Titan

Wealth Advisor, Associate

New York, NY · On-site

$95K - $140K/yr

World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman. Role Overview We are looking for a Wealth Advisor to ...

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All JobsInvestment Advisor Associate Jobs

Investment Advisor Associate information

See salary details

$38.5K

$67.2K

$112.5K

How much do investment advisor associate jobs pay per year?

As of Jun 22, 2026, the average yearly pay for investment advisor associate in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What does an investment associate do?

An investment associate supports financial advisors or portfolio managers by conducting research, analyzing investment options, preparing client reports, and assisting with portfolio management. They often use financial software and may need relevant certifications such as the Series 7 or Series 63, working in a fast-paced environment to help clients achieve their financial goals.

What are Investment Advisor Associates?

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 does an associate Investment Advisor do?

An associate Investment Advisor supports senior advisors by conducting research, preparing client reports, and assisting with investment strategies. They often handle client communications, maintain account records, and use financial planning tools. This role typically requires relevant certifications and strong analytical skills within a financial services environment.

Is 200,000 enough to work with a financial advisor?

As an Investment Advisor Associate, working with a client who has $200,000 in assets is common, and many advisors set minimum investment thresholds around this amount. The suitability depends on the advisor's policies, client needs, and the services offered, such as financial planning or portfolio management. Having relevant certifications like the Series 7 or 66 can also influence the types of clients and assets managed.

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.

Can financial advisors make $500,000 a year?

Investment Advisor Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-net-worth clients, and advanced certifications like the CFA or CFP. Most earn salaries combined with commissions or bonuses, which can vary widely based on performance and firm size.

How do Investment Advisor Associates 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.
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Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in the United States as of June 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Investment Advisor Representative

The Quintessential Experience

Jericho, NY • On-site

$60K - $128K/yr

Full-time

Posted 3 days ago

Job description

Job Title: Financial Professional/Financial Advisor

Pay and Benefits: $60,000.00 - $128,000.00 per year

Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance

Supplemental Pay: Bonus pay, Commission pay

Job Description:

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional

Entry Level, Career Changer or Experienced Agent/Advisor

Ready to take your career and life to new levels of purpose, pride and satisfaction?

Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.

Discover a career in a high growth industry that can’t be offshored or outsourced.

By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York.

Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.

License reimbursement, training, and on-going education provided.

Competitive compensation and a full benefits package for qualified individuals.

Who should consider this career?

We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development.

However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life.

It is important to also have excellent communication skills, a strong work ethic, and desire to succeed.

To Learn More, Contact us or Visit Our Websites:

TQEfinancial.com

About TQE Financial - The Quintessential Experience in Financial Services

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.

One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

Flexible

Supplemental Pay:

Bonus pay

Commission pay

Education:

Bachelor's (Preferred)

Experience:

Sales: 3 years (Preferred)

Business development: 3 years (Preferred)

Work Location:

Jericho NY/Hauppauge NY

Paid Training:

Yes