We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make ...
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make ...
Investment Advisor
North Palm Beach, FL · On-site
$49K - $150K/yr
The Investment Advisor Role has a high earning potential * Built in member leads and referrals ... You will provide financial planning, investment guidance, and portfolio management aligned with ...
Investment Advisor
North Palm Beach, FL · On-site
$49K - $150K/yr
The Investment Advisor Role has a high earning potential * Built in member leads and referrals ... You will provide financial planning, investment guidance, and portfolio management aligned with ...
Investment Advisor
Rowland Heights, CA · Remote
$65K - $250K/yr
A diversified portfolio of investment, insurance, retirement solutions - all manufactured here, so ... management needs * Strategic alliance programs that can help you grow your practice through ...
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Investment Advisor
Rowland Heights, CA · Remote
$65K - $250K/yr
A diversified portfolio of investment, insurance, retirement solutions - all manufactured here, so ... management needs * Strategic alliance programs that can help you grow your practice through ...
Apply Early
Compliance & Risk Management * Ensure all investment advice, documentation, and client interactions ... Active Investment Adviser Representative (IAR) registration, including successful completion of the ...
Compliance & Risk Management * Ensure all investment advice, documentation, and client interactions ... Active Investment Adviser Representative (IAR) registration, including successful completion of the ...
Investment Advisor
Findlay, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
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Apply Early
Investment Advisor
Findlay, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
Apply Early
Investment Advisor
College Station, TX · On-site
We are a private wealth management firm seeking a people-oriented Investment Advisor who combines sharp investment acumen with creative thinking. In this role, you'll work directly with individual ...
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Apply Early
Investment Advisor
College Station, TX · On-site
We are a private wealth management firm seeking a people-oriented Investment Advisor who combines sharp investment acumen with creative thinking. In this role, you'll work directly with individual ...
Apply Early
Investment Advisor
Bowling Green, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
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Apply Early
Investment Advisor
Bowling Green, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
Apply Early
Investment Advisor
Perrysburg, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
Quick apply
Apply Early
Investment Advisor
Perrysburg, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
Apply Early
Investment Advisor
Walbridge, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
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Apply Early
Investment Advisor
Walbridge, OH · On-site
... relationship management, and consultative sales skills • Effective verbal and written ... Investment Advisor is responsible for providing brokerage and investment services to clients by ...
Apply Early
Compliance & Risk Management * Ensure all investment advice, documentation, and client interactions ... Active Investment Adviser Representative (IAR) registration, including successful completion of the ...
Compliance & Risk Management * Ensure all investment advice, documentation, and client interactions ... Active Investment Adviser Representative (IAR) registration, including successful completion of the ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
We're seeking an experienced Investment Adviser Representative (IAR) to drive business development ... Provide advisory services and portfolio management to assigned clients * Work independently while ...
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Apply Early
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
We're seeking an experienced Investment Adviser Representative (IAR) to drive business development ... Provide advisory services and portfolio management to assigned clients * Work independently while ...
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Meeder Investment Management is an employee-owned firm that has helped clients successfully reach ... Meeder works with clients - both directly and through financial advisors - to offer a broad suite ...
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach ... Meeder works with clients - both directly and through financial advisors - to offer a broad suite ...
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach ... Meeder works with clients - both directly and through financial advisors - to offer a broad suite ...
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach ... Meeder works with clients - both directly and through financial advisors - to offer a broad suite ...
Relationship & Investment Advisor
Honolulu, HI · On-site
$55K - $75K/yr
Provides investment management services for clients, including portfolio management (typically ... Advisor) with a strong track record of business development, client relationship and portfolio ...
Relationship & Investment Advisor
Honolulu, HI · On-site
$55K - $75K/yr
Provides investment management services for clients, including portfolio management (typically ... Advisor) with a strong track record of business development, client relationship and portfolio ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
We're seeking an experienced Investment Adviser Representative (IAR) to drive business development ... Provide advisory services and portfolio management to assigned clients * Work independently while ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
We're seeking an experienced Investment Adviser Representative (IAR) to drive business development ... Provide advisory services and portfolio management to assigned clients * Work independently while ...
Inbound Investment Advisor
$50K - $67K/yr
That's why we are committed to managing our clients' investments by truly understanding them as ... As an Investment Advisor on the Inbound Advisor team, you'll play a pivotal role by delivering ...
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Inbound Investment Advisor
$50K - $67K/yr
That's why we are committed to managing our clients' investments by truly understanding them as ... As an Investment Advisor on the Inbound Advisor team, you'll play a pivotal role by delivering ...
Apply Early
Inbound Investment Advisor
$50K - $67K/yr
That's why we are committed to managing our clients' investments by truly understanding them as ... As an Investment Advisor on the Engagement Center team, you'll demonstrate the value of our ...
Inbound Investment Advisor
$50K - $67K/yr
That's why we are committed to managing our clients' investments by truly understanding them as ... As an Investment Advisor on the Engagement Center team, you'll demonstrate the value of our ...
Relationship & Investment Advisor
$55K - $75K/yr
Provides investment management services for clients, including portfolio management (typically ... Advisor) with a strong track record of business development, client relationship and portfolio ...
Relationship & Investment Advisor
$55K - $75K/yr
Provides investment management services for clients, including portfolio management (typically ... Advisor) with a strong track record of business development, client relationship and portfolio ...
Join Financial Trust Asset Management -- Where Advisors Grow Together Empower Your Advisory Career ... Our Investment Edge FTAM's investment philosophy is built around a Core and Explore framework ...
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Join Financial Trust Asset Management -- Where Advisors Grow Together Empower Your Advisory Career ... Our Investment Edge FTAM's investment philosophy is built around a Core and Explore framework ...
Registered Investment Advisor
Boca Raton, FL · On-site +1
Training & development Join Financial Trust Asset Management Where Advisors Grow Together Empower ... Our Investment Edge FTAMs investment philosophy is built around a Core and Explore framework ...
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Registered Investment Advisor
Boca Raton, FL · On-site +1
Training & development Join Financial Trust Asset Management Where Advisors Grow Together Empower ... Our Investment Edge FTAMs investment philosophy is built around a Core and Explore framework ...
Apply Early
Investment Advisor Manager information
See salary details
$59K - $74.6K
18% of jobs
$81.6K is the 25th percentile. Wages below this are outliers.
$74.6K - $90.2K
15% of jobs
$90.2K - $105.8K
14% of jobs
The median wage is $112.3K / yr.
$105.8K - $121.4K
6% of jobs
$121.4K - $137K
16% of jobs
$149.3K is the 75th percentile. Wages above this are outliers.
$137K - $152.5K
6% of jobs
$152.5K - $168.1K
6% of jobs
$168.1K - $183.7K
8% of jobs
$183.7K - $199.3K
5% of jobs
$199.3K - $214.9K
2% of jobs
$214.9K - $230.5K
2% of jobs
$59K
$127.8K
$230.5K
How much do investment advisor manager jobs pay per year?
Full-time, Part-time
Posted 10 days ago
Job description
Investment Advisor Associate:
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make product recommendations that best suit risk profile and investment objective. The advisor may also assist with general office operations.
Responsibilities
- You will meet with new clients and existing clients to handle and manage their investment accounts.
- Review and analyze investment portfolios, variable, fixed and indexed annuities, and insurance policies, making suitable product recommendations for clients
- Trading and re-balancing of client portfolios as needed
- Create and and monitor investment portfolio models and update as needed
- Communicate with clients, providing services in account management, technical support, and problem solving
- Prepare reports and other materials for client and/or prospect meetings using the latest investment softwares
- Implementation of securities trading
- Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning
- Carry out and provide research and analysis in detailed, consistent, and timely fashion, consistently verifying accuracy and quality of work
- Prepare correspondence, spreadsheets, and presentation materials for client meetings and communication
- Prepare client meetings for lead advisors and anticipate needs in advance of meetings
- Attend training and demonstrate knowledge and skills to identify current trends that enhance team members and the organization
- Training and/or delegating tasks to other support positions
- May also assist during tax season by preparing returns and/or perform special project as assigned
Desired Skills and Experience:
College degree in Business, Finance, or related field
5 years of experience in similar position
Job Types: Full-time, Part-time
Education:
- Bachelor's (Preferred)
Meet Your Recruiter
Tim Bramley
About Regal Executive Search
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
1 - 10 Employees
Headquarters location
Redondo Beach, CA, US
Year founded
2012