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$32.5K

$86.3K

$141K

How much do investment counselor jobs pay per year?

As of Aug 21, 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 August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $86,334 per year, or $41.5 per hour.

Group Director - Investment Counselor

Flagstar Bank

New York, NY • On-site

$214K - $347K/yr

Full-time

Medical, Dental, Vision, Life

Re-posted 3 days ago

Flagstar Bank rating

8.1

Company rating: 8.1 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

Position Title

Group Director - Investment Counselor

Location

New York, NY 10018

Job Summary

This Group Director - Investment Counselor role is responsible for delivering comprehensive, goals-based financial planning for high-net-worth and ultra- high-net-worth clients. In this role, the Investment Counselor will be operating in a consultative role and partners closely with portfolio management, insurance, tax, and banking teams.

Job Responsibilities:

Strategic Partnership

  • Work with Private Banking team to develop and maintain comprehensive financial plans (insurance, retirement, estate, tax strategy, risk management, philanthropy)
  • Translate complex financial concepts into clear, actionable guidance for clients
  • Serve as investment planning resource for private banking teams
  • Review and interpret investment strategy in coordination with portfolio managers (not product sales)

Product & Service Innovation

  • Monitor and update plans based on life events, regulatory changes, and market conditions
  • Support client acquisition and retention through planning expertise
  • Contribute to planning standards, tools, and best practices across the division

Performance Monitoring

  • Track and analyze business performance metrics, ensuring delivery of growth targets and identifying areas for improvement.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

Risk Management and Compliance

  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

ADDITIONAL ACCOUNTABILITIES

  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

  • Education level required: Undergraduate Degree (4 years or equivalent)
  • Minimum experience required: 10+ Years
  • Series 7, 66 licenses required for position

Preferred Qualifications:

  • Education level preferred: Undergraduate Degree (4 years or equivalent) with a major in Finance or Business
  • Fifteen plus years of work experience in Private Banking or Financial Services
  • Bachelor's Degree required
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client's behalf

Job Competencies:

  • Physical demands (ADA): No unusual physical exertion is involved.
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • MBA, JD, CFA, or CFP preferred
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Please note our systems default to post national pay ranges. If this role is filled in New York, NY the realistic base pay would range from $214,587 - $347,956 /annually, plus participation in generous annual bonus plans

Flagstar is an Equal Opportunity Employer

We are committed to providing clear andaccuratecompensation informationin accordance withapplicable laws. Actual starting base pay will bedeterminedbased on location, experience, and other non-discriminatory factorspermittedby law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar providesteammatesaccess to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:Benefits | Flagstar Bank

Pay Range

$139,948.50 - $302,571.00

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