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Investment Advisor Manager Jobs (NOW HIRING)

Fifth Third

Senior Investment Advisor

San Antonio, TX · On-site

Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment assets. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating ...

PNC Bank

Investment Advisor Sr

Philadelphia, PA

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in ... Manages accounts in accordance with investment objectives that have been developed with the client.

PNC Bank

Investment Advisor III

Pittsburgh, PA · On-site

As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... Manages accounts in accordance with investment objectives that have been developed with the client.

PNC

Investment Advisor III

Cincinnati, OH · On-site

$112K - $208K/yr

As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... Manages accounts in accordance with investment objectives that have been developed with the client.

PNC

Investment Advisor I

Fort Lauderdale, FL · On-site

As an Investment Advisor I within PNC's Private Bank organization, you will be based in either Fort ... Supports the management of accounts in accordance with investment objectives that have been ...

PNC Bank

Investment Advisor Senior

Pittsburgh, PA · On-site

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Pittsburgh ... Manages accounts in accordance with investment objectives that have been developed with the client.

PNC

Investment Advisor II

Cleveland, OH · On-site

$86K - $143K/yr

As an Investment Advisor II within PNC's Irrevocable Specialty Trust Group organization, you will ... Manages accounts in accordance with investment objectives that have been developed with the client.

PNC Bank

Investment Advisor I

Cincinnati, OH · On-site

$75K - $125K/yr

As an Investment Advisor I within PNC's Private Bank organization, you will be based in Cincinnati ... Supports the management of accounts in accordance with investment objectives that have been ...

PNC

Investment Advisor Sr

Philadelphia, PA · On-site

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in ... Manages accounts in accordance with investment objectives that have been developed with the client.

PNC Bank

Investment Advisor I

Fort Lauderdale, FL · On-site

As an Investment Advisor I within PNC's Private Bank organization, you will be based in either Fort ... Supports the management of accounts in accordance with investment objectives that have been ...

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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 Sep 7, 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 Associate

Virtus Investment Partners, Inc.

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 4 days ago. Applications are no longer accepted.

Job description

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job Description
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job Description
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Investment Advisor Associate-(Client Service Support). The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors.
DUTIES AND RESPONSIBILITIES:
  • Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA'S, business managers, attorney's).
  • Act as project lead or participate extensively in department or firm level projects.
  • Open new accounts and monitor progress.
  • Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports.
  • Execute asset allocation changes based on Advisor recommendation and monitor progress.
  • Schedule Advisor-Client meetings and prepare portfolio review book materials.
  • Attend in house or off site meetings or events as requested by Advisor.
  • Maintain and update client files, CRM and other portfolio data, as needed.
  • Collaborate with management to improve practices and procedures.

MINIMUM QUALIFICATIONS:
  • Undergraduate degree.
  • 2-4 years client service working with high net worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities.
  • Fundamental knowledge of equity and fixed income markets and alternative asset classes.
  • Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations.
  • Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments.
  • Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents.

In addition to health insurance, Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:
  • Competitive Pay
  • Medical, Dental, and Vision Insurance
  • Life and Disability Insurance
  • Health Savings Account with a Company Match
  • Flexible Spending Accounts including Dependent Care
  • Wellness Program
  • Tuition Reimbursement
  • 24-Hour Employee Assistance Program
  • Adoption Assistance
  • Paid Family Care Time
  • Paid Volunteer days
  • Gym onsite
  • Fully stocked kitchen- lunch provided
  • Hybrid 3/2 remote

KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional general information on Kayne Anderson Rudnick, please access the firm's web site at www.kayne.com

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