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Investment Counselor Jobs (NOW HIRING)

Citi

Investment Counselor Lead - Director

Jacksonville, FL · On-site

$200K - $300K/yr

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number ...

Citibank (Switzerland) AG

$250/hr

Responsibilities Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth ...

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How much do investment counselor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for investment counselor in the United States is $86,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What is an investment counselor?

Investment Counselors are financial professionals who provide personalized advice to clients on how to manage and grow their investments. They assess clients' financial goals, risk tolerance, and investment preferences to recommend suitable strategies and portfolio allocations. Investment Counselors may also monitor investment performance, update clients on market trends, and adjust plans as needed. Their goal is to help clients achieve their financial objectives through informed investment decisions.

What does an investment counselor do?

As an investment counselor, your responsibilities are to recommend investments of stocks, bonds, funds, real estate, or other assets for clients. You make these recommendations taking into account clients’ financial plans and risk tolerance. You may suggest a variety of wealth management strategies and help clients create and then implement an investment plan. A significant part of your duties involves conducting research to find the best investment solutions for your clients’ needs. You may connect clients with brokerages or specialize in one type of investment product or the investment products of a company.

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

To thrive as an Investment Counselor, you need a strong background in finance, investment strategies, and portfolio management, typically supported by a bachelor's degree in finance or related fields and relevant certifications like CFA or CFP. Proficiency with financial analysis software, CRM platforms, and market research tools is also essential. Excellent interpersonal communication, active listening, and trust-building skills help distinguish top performers in this role. These skills ensure that clients receive sound investment advice tailored to their needs, fostering long-term relationships and financial success.

How does an investment counselor typically collaborate with other financial professionals to serve clients?

Investment Counselors often work closely with a team that may include financial planners, tax advisors, and legal professionals to develop comprehensive strategies for their clients. This collaboration ensures all aspects of a client’s financial situation are considered, from investment portfolios to estate planning. Regular communication and joint meetings help align on client goals and provide a seamless experience. By leveraging each team member’s expertise, Investment Counselors can offer more holistic advice and better address complex client needs.

What is the difference between Investment Counselor vs Financial Advisor?

AspectInvestment CounselorFinancial Advisor
CredentialsCFP, CFA, Series 7/63CFP, Series 7/66, CFA (optional)
Work EnvironmentFinancial firms, banks, investment firmsIndependent, firms, banks, insurance companies
Employer & Industry UsagePrimarily in investment firms and banksBroader, including wealth management and insurance
Primary FocusInvestment strategies and portfolio managementComprehensive financial planning and advice

Investment Counselors focus mainly on investment strategies and managing client portfolios, often working within financial firms. Financial Advisors provide broader financial planning services, including estate, tax, and retirement planning, and may work independently or within various financial institutions. While overlapping in credentials and client interaction, their primary roles differ in scope and focus.

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Investment Counselor jobs near you
Infographic showing various Investment Counselor job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $86,334 per year, or $41.5 per hour.

Southeast Investment Counselor Lead

Atlanta, GA • On-site

Citigroup Inc.
Banking and Credit Intermediation • 5 - 10K employees
Learn more about Citigroup Inc.external

$250/hr

Other

Posted 7 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 176 rated banks

Job description

Citigroup Inc. is seeking an Investment Counselor Func Grp Mgr in Atlanta, Georgia. In this vital role, you will manage multiple teams, overseeing the CPB Investments business. You will be responsible for developing strategies, engaging with clients, and driving revenue growth through effective management of investment professionals.

Ideal candidates will bring over 15 years of experience in investment management, possess strong strategic planning abilities, and have advanced financial certifications. This full-time role offers a competitive salary and comprehensive benefits package.

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What Citibank employees say

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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