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Investment Advisor Manager Jobs (NOW HIRING)

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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... 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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... 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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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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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 ...

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 ...

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Investment Advisor Manager information

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$59K

$127.8K

$230.5K

How much do investment advisor manager jobs pay per year?

As of Jul 4, 2026, the average yearly pay for investment advisor manager in the United States is $127,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $161,500.00 per year, depending on experience, location, and employer.
What cities are hiring for Investment Advisor Manager jobs? Cities with the most Investment Advisor Manager 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 Manager jobs? States with the most job openings for Investment Advisor Manager jobs include:
Investment Advisor Associate:

Investment Advisor Associate:

Regal Executive Search

Torrance, CA • On-site

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