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Investment Assistant Jobs (NOW HIRING)

ARTHREX

Family Office Investment Analyst I

Naples, FL · On-site

Conduct in-depth industry and company research to support investment ideas across public equities, direct private investments, and fund investments. Assist with due diligence by reading and ...

Wilton Re

Investment Associate

Norwalk, CT · On-site

$100K/yr

Role Responsibilities: Assist CIO and VPs of Investments in gathering, refining and organizing data necessary for the group to fulfil reporting needs, strategic needs, and responding to data requests ...

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Investment Assistant information

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$25.5K

$48.7K

$69.5K

How much do investment assistant jobs pay per year?

As of Jun 28, 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 in the Investment Assistant position, and why are they important?

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.

Can financial advisors make $500,000 a year?

Financial advisors, including those working as investment assistants, typically do not earn $500,000 annually unless they have extensive experience, a high client base, or work in specialized or high-net-worth markets. Most advisors earn a combination of salary, commissions, and bonuses, with top earners reaching high six-figure or low seven-figure incomes through performance-based compensation and advanced certifications like the CFA or CFP. Entry-level or assistant roles generally have lower salaries and do not reach this level without significant career progression.

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.

What job makes $10,000 a month without a degree?

An Investment Assistant typically does not earn $10,000 a month without relevant experience or certifications; such high earnings are uncommon without specialized skills or advanced education. Roles in sales, real estate, or entrepreneurship can sometimes reach this level through commissions or business success, but they often require significant effort, networking, or industry knowledge. Most high-paying jobs generally require at least some formal training or experience.

Is 200,000 enough to work with a financial advisor?

As an Investment Assistant, working with a financial advisor typically involves managing client portfolios and providing support, but the amount of money needed depends on the client's investment goals and the advisor's fee structure. A $200,000 investment can be sufficient for many financial planning services, especially if combined with relevant skills and certifications like the CFP credential. However, the adequacy of this amount varies based on individual circumstances and the scope of financial advice required.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing reports, analyzing financial data, and managing client accounts. They often use tools like Excel and investment software, and may need relevant certifications or knowledge of financial markets to perform their duties effectively.
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Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $48,745 per year, or $23.4 per hour.
Investment Services Client Representative

Investment Services Client Representative

Kestra Financial

Deerfield, IL • On-site

$16.25 - $22/hr

Other

Medical, Life, Retirement

Posted 28 days ago

Job description

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.

Primary Duties Include:

  • Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines.

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Build relationships with the personal wealth and retirement plan clients by acting as the main contact for phone and written correspondence

  • Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources.

  • Assist in client or 401k meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.

  • Successfully partner with our back office for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Deposit checks received and maintain check blotter in adherence to compliance guidelines

  • Maintain client information in the CRM database

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs

Requirements

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

  • Previous experience in financial services a plus

  • Advanced computer skills (Outlook, Word, Excel and Power Point)

  • Excellent communication skills, both verbally and in writing

  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

  • Smartoffice CRM knowledge a plus

  • Series 6 and 63 or 7 and 65/66, or ability to obtain within a certain time period

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