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Investment Advisor Client Services Jobs (NOW HIRING)

Jobtailor

Investment Advisor

Dallas, TX · On-site

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

PNC Financial Services Group, Inc.

As an Investment Advisor, you will serve as the trusted investment consultant for a diverse ... Build and deepen long-term client relationships through proactive advice, exceptional service, and ...

State Bank

Investment Advisor

Defiance, OH · On-site

Strong client service, relationship management, and consultative sales skills * Effective verbal ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...

New

SB Financial Group Inc.

Investment Advisor

Findlay, OH · On-site

Strong client service, relationship management, and consultative sales skills * Effective verbal ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...

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Investment Advisor Client Services information

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$78.7K

$140K

How much do investment advisor client services jobs pay per year?

As of Sep 15, 2026, the average yearly pay for investment advisor client services 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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For Investment Advisor Client Services jobs, the most frequently searched job titles are:

Investment Advisor - Client Acquisition (Remote)

Springfield, NJ • Remote

Ridgewood Investments
Investment Management and Consulting Services • 11 - 50 employees
Learn more about Ridgewood Investmentsexternal

$120K/yr

Full-time

Re-posted 15 days ago

Job description

Investment Advisor – Client Acquisition (Remote)

About Ridgewood Investments

Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles.

Our focus is simple: build trust, grow assets, and deliver long-term results.

The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients.

This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close.

This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win.

  • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients
  • Navigate organizations and relationships to reach decision-makers
  • Build, manage, and advance a pipeline of qualified prospects
  • Lead investment conversations and guide prospects through the decision process
  • Convert opportunities into new clients and drive AUM growth
  • Maintain ongoing engagement with prospects throughout the sales cycle
  • Track activity, pipeline, and results within CRM and reporting systems
  • Collaborate with internal teams to deliver a seamless client experience
  • Maintain full compliance with regulatory and fiduciary standards

Qualifications

  • Active securities license required (Series 65, 7/66, or equivalent)
  • 5+ years of experience in wealth management, investment advisory, or financial sales
  • Proven ability to generate new business and close clients
  • Comfortable with high daily call volume and structured outreach
  • Strong communication skills with the ability to build trust quickly
  • Highly organized with the ability to manage multiple opportunities simultaneously
  • Self-motivated, disciplined, and results-driven

What We’re Looking For

  • A producer who is willing to do the daily activity required to win
  • A strong communicator who can confidently guide financial conversations
  • Someone who thrives in a structured sales process and clear expectations
  • Persistent, resilient, and comfortable working through objections
  • Competitive and accountable to measurable results

Compensation & Upside

  • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth
  • Significant earning potential for high performers
  • Clear expectations and measurable targets tied to activity and results
  • Opportunity for long-term growth and leadership based on performance

Why Ridgewood

We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute.

If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity.

This role is for someone who can both start the conversation and finish it.