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Investment Advisor Jobs (NOW HIRING)

Navy Federal Credit Union

Investment Advisor

Vienna, VA · On-site

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

MassMutual Pacific

Investment Advisor

Rowland Heights, CA · Remote

$65K - $250K/yr

A diversified portfolio of investment, insurance, retirement solutions - all manufactured here, so ... Transition packages for experienced advisors. * Renewal commissions and recurring fee income.

SB Financial Group Inc.

Investment Advisor

Findlay, OH · On-site

... The Investment Advisor is responsible for providing brokerage and investment services to clients by identifying financial needs, recommending appropriate investment and insurance products, and ...

The Quintessential Experience

NY

$60K - $128K/yr

Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance ...

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How much do investment advisor jobs pay per year?

As of Jul 14, 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 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 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 are Investment Advisors?

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 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.

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.
More about Investment Advisor jobs
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Investment Advisor jobs near you
Infographic showing various Investment Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.
Investment Advisor

Investment Advisor

Navy Federal Credit Union

Vienna, VA • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Navy Federal Credit Union rating

8.1

Company rating: 8.1 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

60th of 148 rated financial services

Job description

Overview

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignment that are moderately difficult and under supervision.

Responsibilities

  • Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.
  • Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations.
  • Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings.
  • Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
  • Establish, maintain, and develop business relationships with members and internal/external sources.
  • Execute customer and broker purchase/sales orders of securities for current/new clients.
  • Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
  • Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment.
  • Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions.
  • Monitor, track and report performance of individual sales plans and assigned strategies for leadership.
  • Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies.

  • Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits.


Qualifications

  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
  • Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
  • Effective interpersonal, verbal, and written communications skills
  • Effective planning, organizational, time management and problem-solving skills
  • Effective skill building relationships through rapport, trust, diplomacy, and tack
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
  • Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
  • Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
  • Experience in business development to include market strategy, product demonstration and promoting products and services
  • Experience consulting with customers to assess their financial status and identify investment needs
  • Effective knowledge of investment and insurance products
  • Effective knowledge, to interpret industry related laws and government regulations
  • Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software
  • Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

Desired Qualifications

  • Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
  • Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
  • Desire to pursue designations e.g. CFP, ChFC, CLU

Additional Information

Hours:

  • Monday - Friday, 8:30 AM - 5:00 PM (Hybrid)


Location:

  • 5510 Heritage Oaks Dr. Pensacola, FL 32526
  • 820 Follin Lane, Vienna, VA 22180
  • 9999 Willow Creek Road San Diego, CA 92131
  • 11270 St Johns Industrial Parkway South Jacksonville, FL 32246
  • 9001 Airport Freeway, 9th Floor Suite 925 North Richland Hills, TX 76180
  • 1400 E Golf Road, Schaumburg, IL 60173
  • 200 Lake Drive East, Suite 100, Cherry Hill, NJ 08002
  • 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328
  • 295 Bendix Rd, Suite 250; Virginia Beach, VA 23452

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. * FORTUNE 100 Best Companies to Work For 2026 * Yello and WayUp Top 100 Internship Programs 2025 * Computerworld Best Places to Work in IT 2026 * Most Loved Workplace - America's Top Most Loved Workplaces 2025 * 2025 PEOPLE Companies That Care * Newsweek Most Trustworthy Companies in America 2026 * Military Times 2025 Best for Vets Employers * Forbes 2026 America's Best Large Employers * Forbes 2025 America's Best Employers for New Grads * Forbes 2025 America's Best Employers for Tech Workers * 2025 RippleMatch Campus Forward Award Winner for Overall Excellence * Military.com Top Military Spouse Employers 2025 * 2026 Handshake Early Talent Award * Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026 From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

What Navy Federal Credit Union employees say

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About Navy Federal Credit Union

Sourced by ZipRecruiter

Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Vienna, VA, US

Year founded

1933

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