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Investment Advisor Jobs (NOW HIRING)

Merchants Bank

Associate Investment Advisor

Winona, MN · On-site

$22.88 - $27.45/hr

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 ...

mgx

Associate Investment Advisor

Winona, MN

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 ...

PNC Bank

Investment Advisor I

Tower, MN · On-site

$75K - $125K/yr

Investment Advisor I will be working on Trust accounts. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to ...

PNC Bank

Investment Advisor Sr

Erie, PA

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC Bank

Investment Advisor III

Atlanta, GA

As an Investment Advisor III within PNC's Private Bank organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

Dexis

Investment Advisor, USG

Washington, DC · On-site

... parties, external advisors and financing partners; and generally managing the multifaceted ... Experience in investments and strategic engagement in developing * Experience working on ...

PNC Bank

Investment Advisor Sr

Philadelphia, PA · On-site

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC Bank

Investment Advisor III

Cincinnati, OH

$112K - $208K/yr

As an Investment Advisor III within PNC's Private Bank organization, you will be based in Cincinnati, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

Dexis

Investment Advisor, USG

Washington, DC

... parties, external advisors and financing partners; and generally managing the multifaceted ... Experience in investments and strategic engagement in developing * Experience working on ...

Masterworks

Senior Investment Advisor

New York, NY · On-site

About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million ...

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Investment Advisor information

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How much do investment advisor jobs pay per year?

As of Jul 16, 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
What cities are hiring for Investment Advisor jobs? Cities with the most Investment Advisor job openings:
What are the most commonly searched types of Investment Advisor jobs? The most popular types of Investment Advisor jobs are:
Who are the top companies hiring for Investment Advisor jobs? The top employers for Investment Advisor jobs are:
What states have the most Investment Advisor jobs? States with the most job openings for Investment Advisor jobs include:
What are popular job titles related to Investment Advisor jobs? For Investment Advisor jobs, the most frequently searched job titles are:
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.
Associate Investment Advisor

Associate Investment Advisor

Merchants Bank

Winona, MN • On-site

$22.88 - $27.45/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

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 customer relationships. This role is designed for intentional career growth to become an Investment Advisor/Executive.
The successful candidate will be enrolled in a program designed to provide comprehensive training curriculum with a foundation of operations, sales, and service skills. This position will work with a team of current investment professionals establishing and retaining relationships with existing and prospective customers.
A college degree in Accounting, Finance or Business Administration and sales experience is a strong plus. Must be able to work under deadlines and have excellent communication and customer service skills.
Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.
Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Job Summary:
The Associate Investment Advisor's role is to contribute to the growth and profitability of the Bank through management of sales, marketing, and continued customer relationships. The role is a precursor to becoming an Investment Advisor/Executive. This role is designed for intentional career growth. The Associate Investment Advisor will be enrolled in a professional coaching program, administered by our broker dealer vendor partner. The program is designed to provide a comprehensive training curriculum, with a foundation of both operations, sales, and service skills. The program will culminate with the Associate Investment Advisor being fully licensed and trained to start attracting, onboarding, servicing and retaining investment services clients.
The Associate Investment Advisor will work with a team of current Investment Services professionals. The Associate Investment Advisor will focus on enhancing the image of the Bank in the community and increasing ancillary business. The Associate Investment Advisor is responsible for establishing and retaining excellent relationships with existing and prospective customers. The Associate Investment Advisor will also be responsible for providing referral training to Bank personnel and creating sales and cross selling awareness that prevails Bank-wide. Developing long-term relationships with existing clients and developing new customer relationships is essential. The Associate Investment Advisor must be an unbiased, trusted advisor with strong ethics. Developing and maintaining good internal relationships is essential.
Essential Duties and Responsibilities:
  • Ability to work independently and be responsible for own production and for maintaining strong client contact and service.
  • Complete Securities Industry Essentials (SIE) immediately, then pass the Series 7 License within first 6 months, then pass the Series 66 License within the next three months. Next the Associate Advisor Training will commence and strive to complete within the next four to five months. Lastly, pass the insurance license exam within the next three months. Associate accountable to earn all licenses within 12 to 15 months of employment.
  • Accustomed to working under deadlines, meeting time-based, production-oriented goals.
  • Knowledge of financial planning, financial products and markets.
  • Ability to help Bank customers identify their savings and retirement needs and offer products appropriately.
  • Knowledge of other Bank products and the ability to cross-sell these products to customers.
  • Ability to work well with people including customers and employees.
  • Ability to generate new accounts and relationships from non-bank customers.
  • Excellent public speaking skills, including teaching and training ability.
  • Assist with Coordinating Investment Sales promotional campaigns with the Bank's Marketing Department.
  • Maintain contact with existing customers periodically reviewing client's goals and needs.
  • Ability to develop a team approach with other Bank employees and departments to build a referral network, including conducting referral training for Bank Personnel.
  • Regular and dependable attendance is an essential function of the job.
  • Adherence to compliance with laws concerning financial institutions, and completion of compliance disks as required for job description.
  • Employee will be expected to contribute to a positive working environment through words and actions.
  • Employee will be expected to take responsibility to ensure that internal and external customers receive outstanding service.

Position Requirements:
  • College Degree - Accounting, Finance or Business Administration preferred
  • FINRA Series 7 and Series 63 & 65 or 66 Insurance License by the end of the 15 month time horizon (or sooner)
  • Past sales experience a strong plus
  • This position works out of the Winona Downtown location

Physical Working Conditions:
Work is performed in an inside working environment, low noise levels, comfortable working surroundings and conditions. No chemical environmental hazards. Will be required to plan seminars for potential customers, and position will require limited travel, as needed, for seminars, etc.
Relationships:
Reports to the Investment Advisor and Operations Lead for duties, responsibilities, and for proper interpretation of role.

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