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Investment Advisor Associate Jobs (NOW HIRING)

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 ...

Summitry

Associate Financial Advisor

Foster City, CA · On-site

$85K - $115K/yr

Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B ... We provide personalized financial planning and investment strategies rooted in deep local insight.

Td

Financial Advisor Associate - Mineola

Mineola, NY

$66.56K - $99.32K/yr

TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Educates and advises prospects and clients regarding investment and insurance strategies and ...

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 ...

NFP

Associate, Advisor

Milwaukee, WI · On-site

$60K - $81K/yr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

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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 May 31, 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 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.

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 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 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.

More about Investment Advisor Associate jobs
What cities are hiring for Investment Advisor Associate jobs? Cities with the most Investment Advisor Associate 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 Associate jobs? States with the most job openings for Investment Advisor Associate jobs include:
What job categories do people searching Investment Advisor Associate jobs look for? The top searched job categories for Investment Advisor Associate jobs are:
Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 80% Full Time, 11% Part Time, 3% Temporary, and 3% Nights. Highlights an 75% Physical, 6% Hybrid, and 19% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.
Senior Associate, Advisor

Senior Associate, Advisor

National Financial Partners

San Francisco, CA • On-site

Full-time

Retirement, PTO

Posted 12 days ago

Job description

Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory servicesempowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people firstour clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
We are seeking an experienced Senior Advisor Associate. This position will be involved in all aspects of wealth management for clients of the firm. The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients.
Job Responsibilities:
  • Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
  • Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients
  • Handle all client matters in a timely and efficient manner
  • Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed
  • Create and supply data for reports at the direction of the advisors and directors
  • Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
  • Research client issues as directed and present data
  • Be a positive team player who works effectively within an entrepreneurial environment
  • Actively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed

Requirements:
  • 3-6 years of relevant experience
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Completed or willing to pursue CFP®
  • Series 65 or able to successfully complete within 90 days of employment
  • Continuously exhibits personal integrity and professional initiative
  • Reliable, follows through on commitments, self-starter when it comes to new challenges
  • Must be organized, detail-oriented and able to manage and prioritize tasks
  • Demonstrates a commitment to accuracy by delivering high quality work
  • Excellent written and verbal communication
  • Collaborative and able to work effectively with others

Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $85,000 to $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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