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Investment Advisor Manager Jobs (NOW HIRING)

Mariner Finance

Investment Advisor

New York, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

Mariner Finance

Investment Advisor

New York, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

The Quintessential Experience

NY · On-site

$60K - $128K/yr

Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental ... Management Career Path in the surrounding New York. Be a part of our winning team, which includes ...

Mariner Finance

Investment Advisor

Pittsburgh, PA · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

Mariner Finance

Investment Advisor

New York, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

Mariner Finance

Investment Advisor

Chinatown, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

Mariner Finance

Investment Advisor

Brooklyn, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

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How much do investment advisor manager jobs pay per year?

As of Jun 10, 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.
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Investment Advisor Manager jobs near you
Investment Advisor

Investment Advisor

Mariner Finance

New York, NY • On-site

Full-time

Posted 9 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning
Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required
Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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