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Investment Advisor Attorney Jobs (NOW HIRING)

CraftedStaff

Investment Advisor #0161

Tampa, FL · On-site

$125 - $150/hr

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development ... Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.) * Provide ...

Crafted Staff

0161 - Investment Advisor

Palm Springs, FL · On-site

$130K/yr

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development ... Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.) * Provide ...

Trueseek

Investment Funds Attorney (DE)

Wilmington, DE

$320K - $500K/yr

Advise sponsors fund managers and institutional investors on the formation structuring and ongoing ... attorney seeking sophisticated national investment management work, mentorship and long-term ...

Trueseek

Investment Funds Attorney (NY)

New York, NY · On-site

$320K - $500K/yr

Advise sponsors fund managers and institutional investors on the formation structuring and ongoing ... attorney seeking sophisticated national investment management work, mentorship and long-term ...

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How much do investment advisor attorney jobs pay per year?

As of Sep 10, 2026, the average yearly pay for investment advisor attorney in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

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Infographic showing various Investment Advisor Attorney job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Investment Advisor #0161

Tampa, FL • On-site

CraftedStaff
See more jobs at CraftedStaffexternal

$125 - $150/hr

Other

Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client‑first, relationship‑driven position where you'll operate with significant independence while collaborating with a small, high‑performing team of 9. You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. This is an ideal opportunity for an experienced advisor approaching retirement or in transition who wants a stable, meaningful role with strong earning potential.

Key Responsibilities
  • Generate new business through proactive outreach, networking, and relationship‑building
  • Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities
  • Build and maintain a strong referral pipeline with strategic partners
  • Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)
  • Provide advisory services and portfolio management to assigned clients
  • Work independently while maintaining collaboration with the in‑office team
  • Contribute to a client‑first culture focused on long‑term relationships
Required Qualifications

Education:

  • Bachelor's degree (required)

Professional Credentials & Experience: Candidates must meet one of the following:

  • SAN eligible with 4+ years as a registered IAR, OR
  • CFP in good standing for 3+ years
  • No disclosures on your public regulatory profile (BrokerCheck/IAPD)
  • No non‑compete agreements with Schwab or Fidelity (or willing to wait out 3‑year restriction)
Preferred Qualifications
  • Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors)
  • CFP certification (or willingness to pursue if not yet obtained)
  • Approaching retirement or in a career transition seeking stability
  • Comfortable and enthusiastic about in‑person, relationship‑based work
Compensation & Benefits
  • Base Salary: $130,000
  • Bonus Potential: Up to $150,000 (performance‑based)
  • Compensation Model: Transition over time from salary to fee‑based revenue (roll‑down structure)
Work Environment
  • Location: Rocky Point, Tampa, FL
  • Schedule: Hybrid – 3 days per week in‑office; flexible remote arrangement for the remaining days
  • Team Size: Small, collaborative office of approximately 9 people
  • Culture: Client‑first, independent‑minded, relationship‑focused
Why Join Us?
  • Work with a boutique RIA focused on quality over volume
  • Operate with high autonomy while supported by a collaborative team
  • Leverage established networks (Schwab, Fidelity) for growth
  • Competitive compensation with strong bonus upside
  • Flexible hybrid arrangement with meaningful in‑person connection
  • Ideal for advisors seeking stability and purpose in their next chapter
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