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Investment Advisor Jobs (NOW HIRING)

WSFS Bank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

The Senior Investment Advisor will utilize a broad-based knowledge of complex investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or ...

Wsfsbank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

The Senior Investment Advisor will utilize a broad-based knowledge of complex investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or ...

Wsfsbank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

The Senior Investment Advisor will utilize a broad-based knowledge of complex investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or ...

Crafted Staff

0161 - Investment Advisor

Palm Springs, FL · On-site

$130K/yr

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client ...

Crafted Staff

0161 - Investment Advisor

Palm Springs, FL · On-site

$130K/yr

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client ...

mgx

Associate Investment Advisor

Winona, MN · On-site

Merchants Bank, Winona , is seeking an Associate Investment Advisor. This position will contribute to the growth and profitability of the Bank through management of sales, marketing, and continued ...

6AM City, LLC

NY · On-site

$95 - $150/hr

... investment advisor founded in 1989, is expanding - and we're looking for experienced advisors with books of business to join our growing team. With offices in Boca Raton and Lakewood Ranch, Florida

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Investment Advisor information

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$78.7K

$140K

How much do investment advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment advisor 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.

What is an investment advisor?

Investment Advisors are professionals who provide guidance and recommendations to individuals or organizations about investments, such as stocks, bonds, mutual funds, and other financial products. They help clients develop strategies to achieve their financial goals, manage portfolios, and navigate the complexities of the financial markets. Investment Advisors are typically registered with regulatory bodies and must act in the best interests of their clients, offering personalized advice based on each client's unique financial situation and risk tolerance.

What does an investment advisor do?

An investment advisor works with clients to build a portfolio of financial assets. As an investment advisor, you first determine your client’s current economic state, then you discuss their short- and long-term financial goals and risk tolerance. Your responsibilities also involve researching and tracking different stocks, bonds, mutual funds, and exchange-traded funds. This research enables you to give your clients good advice about which securities they should buy, hold, or sell.

What are the key skills and qualifications needed to thrive as an investment advisor, and why are they important?

To thrive as an Investment Advisor, you need a solid understanding of financial markets, investment strategies, and regulatory requirements, usually backed by a finance-related degree and certifications such as the Series 7 or Certified Financial Planner (CFP). Proficiency with financial analysis software, portfolio management systems, and client relationship management (CRM) platforms is essential. Excellent interpersonal skills, ethical judgment, and effective communication set top advisors apart when building trust and guiding clients. These skills are vital to provide sound investment advice, manage portfolios effectively, and maintain long-term client relationships in a competitive industry.

What are some common challenges investment advisors face when balancing client expectations and market realities?

Investment Advisors often encounter challenges when clients expect consistent high returns regardless of market conditions. Managing these expectations requires clear, ongoing communication about risk, market volatility, and the importance of a long-term strategy. Advisors must also stay up-to-date on market trends and adjust portfolios as needed, all while building trust and maintaining regulatory compliance. Developing strong interpersonal skills and educating clients on financial fundamentals can help overcome these challenges and foster long-lasting relationships.

What is the difference between Investment Advisor vs Financial Planner?

AspectInvestment AdvisorFinancial Planner
CertificationsSeries 65/66, CFP (optional)CFP, Series 65/66 (optional)
Work EnvironmentFinancial firms, investment companiesIndependent, financial firms, or banks
Primary FocusInvestment management and adviceComprehensive financial planning

Investment Advisors primarily focus on managing clients' investment portfolios and providing investment advice, often working within financial firms. Financial Planners offer broader financial guidance, including retirement, estate, and tax planning. While both roles require similar certifications and may overlap in client services, Investment Advisors specialize in investment strategies, whereas Financial Planners provide holistic financial solutions.

How much do investment advisors get paid?

Investment advisors typically earn a median annual salary of around $89,000, with compensation varying based on experience, location, and client base. Many advisors also earn commissions or fees based on assets under management, and certifications like the CFA or CFP can influence earning potential.
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Investment Advisor jobs near you
Infographic showing various Investment Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Investment Advisor, CFP

Sanctuary Wealth Group LLC

Portland, OR • Hybrid

$100K - $150K/yr

Full-time

Medical, Retirement, PTO

Posted 3 days ago

New

Job description

Description

Investment Advisor, CFP

Location: Portland, OR (Downtown Office) 

Schedule: Full-Time | Exempt | Hybrid Flexibility (In-office Monday-Thursday, Remote Fridays)

Reports To: Practice Leader

Firm: Deschutes Investment Consulting LLC 


About Deschutes Investment Consulting - Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and Bend, Oregon, the firm has experienced significant growth in recent years and currently manages approximately $2.5 billion in client assets.


Deschutes operates as a collaborative, team-oriented environment where advisors are supported by experienced service and planning professionals. As a fee-only fiduciary firm, advisors are not compensated through product sales or commissions - allowing the team to remain fully aligned with clients' best interests.


The firm values collaboration, professional development, community involvement, and long-term relationship building both internally and with clients.


Position Overview - Deschutes is seeking an experienced and relationship-driven Senior Investment Advisor, CFP to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm's advisory platform.


The ideal candidate brings strong experience working with high-net-worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance.


This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.


Responsibilities


Wealth Management & Client Advisory

  • Serve as the primary advisor for an assigned group of wealth management and financial planning clients 
  • Build and deepen client relationships through exceptional service and strategic financial guidance 
  • Collaborate with senior financial planning professionals on complex planning engagements 
  • Support business development efforts through referrals, professional relationships, and personal networks 
  • Promote the firm's full suite of advisory and planning services to prospective and existing clients 

Client Experience & Team Collaboration

  • Partner with the wealth management team to ensure a seamless onboarding experience for new clients 
  • Work collaboratively across the organization to support client needs and overall team success 
  • Provide support to other members of the Deschutes team as needed 
  • Contribute ideas and participate actively in a highly collaborative office culture 

Technology & Systems

  • Maintain proficiency and stay current with key systems and platforms including: 
  • Charles Schwab 
  • eMoney 
  • Orion 
  • Wealthbox 
  • Microsoft Office Suite 

Professional Development

  • Maintain required continuing education standards for CFP and licensing requirements 
  • Participate in occasional company-sponsored conferences, training, and educational events, including some overnight travel

Requirements

What We're Looking For


Required Qualifications

  • Bachelor's degree required 
  • Minimum 5+ years of experience as an Investment Advisor or in a comparable advisory role 
  • Active Series 65 license 
  • CFP designation required 
  • Experience working with high-net-worth clients, executives, and business owners 
  • Proficiency with Microsoft Office and financial planning software such as eMoney (or similar platforms) 

Preferred Qualifications

  • Strong integrity and commitment to acting in clients' best interests 
  • Excellent communication, organization, and follow-through skills 
  • Self-motivated with the ability to work both independently and collaboratively 
  • Professional demeanor with strong discretion, confidentiality, and diplomacy 
  • Relationship-oriented mindset with a passion for client service and long-term partnership building

Compensation & Benefits


Compensation Range: $100,000 - $150,000+ first-year compensation, depending on experience, with significant upside tied to revenue growth and firm success.


Benefits Include

  • Health insurance 
  • 401(k) retirement plan 
  • Competitive base salary 
  • Performance-based bonus opportunities tied to individual and team success 
  • Continuing education and professional development support 
  • Two weeks paid vacation plus additional paid holidays 
  • Additional PTO opportunities may be approved 
  • Hybrid work flexibility with remote Fridays

Apply