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$40K

$158.8K

$222K

How much do investment solutions jobs pay per year?

As of Jun 29, 2026, the average yearly pay for investment solutions in the United States is $158,828.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is the difference between Investment Solutions vs Financial Advisor?

AspectInvestment SolutionsFinancial Advisor
CertificationsCFP, CFA, Series 7/63CFP, Series 7/66, CFA (optional)
Work EnvironmentFinancial firms, investment companiesBanking, independent practice, firms
Primary FocusDeveloping investment strategies and productsHolistic financial planning and client advice

Investment Solutions professionals focus on creating and managing investment products and strategies, often working within financial firms. Financial Advisors provide comprehensive financial planning, including investments, retirement, and estate planning, often working directly with clients. While both roles require similar certifications and work in related environments, their core functions differ: one emphasizes investment products, the other holistic financial guidance.

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Investment Solutions jobs near you
Infographic showing various Investment Solutions job openings in the United States as of June 2026, with employment types broken down into 61% Full Time, 5% Part Time, and 34% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $158,828 per year, or $76.4 per hour.
Investment Analyst

Investment Analyst

Cambridge Investment Research, Inc.

Fairfield, IA • Hybrid

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Key responsibilities

  • Track, evaluate, and perform due diligence for investment advisory offerings across various asset classes.

  • Prepare investment memos, analysis, and market update materials with the investment team.

  • Collect, validate, and maintain financial data from multiple sources.

Job description

Job SummaryKey Deliverables and Responsibilities

The Investment Analystis responsiblefor helping the Investment Products & Research team manage research and due diligence efforts. The right individual will have excellent analytical capability with an excellent work ethic and some experience or demonstrated capability in the investment industry.

What You'll Do:

  • InvestmentAnalysis: Track, evaluate and perform due diligencefor our investment advisory offeringsacross Liquid Markets(Equities and Fixed Income), Structured Products, and Alternatives. Prepare ad hoc and ongoing investment analysis to be shared with colleagues and in weekly investment team meetings.

  • Investment Presentation and Writing: Prepareinvestment memos, investment analysis, and general market update materials in conjunction with the investment team.

  • Data Management: Collect, validate, and maintain financial data from multiple sources.

  • Collaboration: Work closely withour client solutions, investment product, andperformanceteams to improve processes.May be asked to support our structured product efforts from time to timeincluding working in our SIMON platform.

  • Governance: Ensure adherence to regulatory requirements and internal policies in all reporting and analysis.

  • Forecasting & Modeling: Support financial modeling and scenario analysisfor team projects and financial requests from senior management.

  • Special Projects:Be involved with special teamwide projects as needed.

What We Are Looking For

  • Bachelor's degree in Finance, Economics, Business, or related field.

  • 2+ years of experience in investment analysis,performance reporting/analysisorsimilar.

  • FINRA Series 7 licensepreferred.

  • Demonstrated understanding of investment products and capital markets.

  • Excellent analytical, problem-solving, and communication skills.

Preferred Qualifications:

  • Proficiency with Microsoft's suite of products; familiarity with data analytics tools preferred.

Location:Phoenix, AZ or Fairfield, IA - Hybrid in-office 3x/week

Salary Range:$75,000-85,000/year

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance

  • Vacation/sick time

  • 401K retirement plan with company matching program

  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our corevalues-integrity, commitment, flexibility, andkindness-we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visithttps://www.joincambridge.com/

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