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Investment Advisor Associate Jobs (NOW HIRING)

PNC

Associate Investment Advisor

Louisville, KY

As an Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture ...

Robert W Baird & Co

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

Baird

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

PNC

Associate Investment Advisor

Philadelphia, PA · On-site

As an Associate Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can ...

Baird

CRT Advisor Associate

Louisville, KY · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

Robert W Baird & Co

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

A Lead Investment Advisor is a key participant in client service, team member development ... Work with Client Service Associate to create custom financial plans and portfolios to meet client ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

A Lead Investment Advisor is a key participant in client service, team member development ... Work with Client Service Associate to create custom financial plans and portfolios to meet client ...

First Western

Wealth Advisor Associate

Denver, CO

$85K - $119K/yr

Wealth Advisor Associate Location: Cherry Creek, CO (In-Office) Job Type: Full-Time Exempt Salary ... Acting as a trusted point of contact, this position responds to fiduciary and investment inquiries ...

Trustmark

Overview The Financial Advisor Associate will support the Financial Advisor in delivering investment and financial planning services to existing and prospective clients. This position will provide ...

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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 Sep 13, 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 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.

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 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 much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.
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Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Investment Advisor

Louisville, KY

PNC
Banking and Credit Intermediation • 10K+ employees
Learn more about PNCexternal

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 348 frontline employees who took The Breakroom Quiz

Job description


Job Profile
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description
  • Supports the management of accounts in accordance with investment objectives that have been developed with the client.
  • Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
  • May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
  • Supports the execution of risk management practices through the adherence to PNC's policies and procedures.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management CompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value Selling Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Language Assessments No Required or Preferred Language Assessments Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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