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Investment Assistant Jobs (NOW HIRING)

Hancock Whitney Corp.

Investment Assistant

Gulfport, MS · On-site

Help train and assist licensed bankers to assist clients. * Help uncover investment opportunities for existing and new clients. * Effectively work with assigned territory team of licensed bankers and ...

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$25.5K

$48.7K

$69.5K

How much do investment assistant jobs pay per year?

As of Aug 11, 2026, the average yearly pay for investment assistant in the United States is $48,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment assistant?

Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.

What does an investment assistant do?

An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.

What are typical daily responsibilities for an investment assistant?

Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while those with specialized skills or certifications can earn higher salaries. Compensation often includes benefits such as bonuses and professional development opportunities.
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Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,745 per year, or $23.4 per hour.

Investment Assistant

Hancock Whitney Corp.

Gulfport, MS • On-site

Full-time

Re-posted 25 days ago

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing to the overall goals and objectives of Wealth Management. Assist Advisors with maintaining and growing client relationships and portfolios.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Assist in opening accounts, preparing for account reviews, process account maintenance
  • Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
  • Help train and assist licensed bankers to assist clients.
  • Help uncover investment opportunities for existing and new clients.
  • Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
  • Often work unsupervised, making effective use of time.
  • Follow protocol for meeting clients within the assigned territory, making sure any referral received does not already belong to another Advisor.
  • Often serve as primary point of contact for clients, demonstrate confidence and knowledge of the industry to cultivate clients' trust.
  • Stay abreast of and communicate changes to paperwork requirements, compliance rules, approval procedures, and business solicitation guidelines.
  • Provide administrative support for Advisors as needed.
  • Assist clients and advisors to purchase and sell stock, mutual funds, brokerage CDs, U.S. Treasuries, and Municipal and Corporate bonds.
  • Assist Advisors in executing orders, research and daily operational procedures.
  • Work directly with clients opening new investment accounts and insuring documentation meets compliance requirements.
  • Responsible for money transfers between Hancock Whitney Bank and Brokerage accounts
  • Research account positions for clients.
  • Resolve account discrepancies.
  • Assist with fund and account transfers.
  • Assist clients with Internet trading and viewing their accounts online.
  • Provide clients with stock and fund information.

SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • High school diploma or equivalent required; Bachelor's degree preferred
  • 2 years of related support experience; preferably in a financial institution
  • A combination of education and experience/training may be considered.
  • Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing.
  • Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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