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Manager Investment Counsel Jobs (NOW HIRING)

$120 - $180/hr

... 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts ...

New

The legal counsel will play a critical role in enabling Arch's investments to optimize deal execution, manage legal risks, and maintain best-in-class operational and legal standards across its ...

The legal counsel will play a critical role in enabling Arch's investments to optimize deal execution, manage legal risks, and maintain best-in-class operational and legal standards across its ...

The legal counsel will play a critical role in enabling Arch's investments to optimize deal execution, manage legal risks, and maintain best-in-class operational and legal standards across its ...

The legal counsel will play a critical role in enabling Arch's investments to optimize deal execution, manage legal risks, and maintain best-in-class operational and legal standards across its ...

$250 - $500/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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Responsible for handling staff management issues, including resource management and allocation of ... Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at ...

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Manager Investment Counsel information

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How much do manager investment counsel jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for manager investment counsel in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $32.69 per hour, depending on experience, location, and employer.

What is the difference between Manager Investment Counsel vs Investment Analyst?

AspectManager Investment CounselInvestment Analyst
CredentialsCFP, CFA, or equivalent certifications often preferredCFA or related finance degrees common
Work EnvironmentClient-facing, managing portfolios and providing investment adviceResearch-focused, analyzing market data and securities
Employer & Industry UsageFinancial advisory firms, wealth management, private banksAsset management firms, investment banks, research institutions

The main difference is that Manager Investment Counsel primarily provides client-focused investment advice and manages portfolios, while Investment Analysts focus on researching and analyzing securities to inform investment decisions. Both roles require strong financial credentials, but their daily tasks and client interaction levels differ significantly.

Is a manager investment counsel a good job?

A manager investment counsel is a professional responsible for providing investment advice and managing client portfolios, often requiring strong analytical skills and industry certifications such as the CFA. The role typically offers competitive compensation, opportunities for advancement, and a dynamic work environment, but it also demands high levels of responsibility and client management skills.
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What cities are hiring for Manager Investment Counsel jobs?

Cities with the most Manager Investment Counsel job openings:

What are the most commonly searched types of Investment Counsel jobs?

The most popular types of Investment Counsel jobs are:

What states have the most Manager Investment Counsel jobs?

States with the most job openings for Manager Investment Counsel jobs include:

Infographic showing various Manager Investment Counsel job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $54,806 per year, or $26.3 per hour.

Senior Financial Strategist - Family Office - Birmingham

1919 Investment Counsel, LLC

On-site

$120 - $180/hr

Other

Posted yesterday

New


Job description

What You'll Be Doing

A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.

What We're Looking For
  • Work closely with families of significant wealth and complexity to analyze and coordinate an array of investments and structures.
  • Develop and implement comprehensive strategies responsive to clients' needs and goals.
  • Conduct detailed financial modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private investments, philanthropic giving, and estate planning.
  • Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients’ motivations and needs.
  • Offer guidance on tax planning and optimization to minimize clients' tax liabilities and structure of assets for estate planning.
  • Work closely with 1919's financial professionals as well as outside professionals to deliver integrated services to our clients.
  • Analyze investment opportunities and recommend strategies to enhance clients' portfolios.
  • Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals.
  • Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.
  • Stay updated on industry trends, regulations, and best practices to provide timely, informed advice.
What You'll Bring
  • Extensive experience in financial planning, estate planning, and tax matters.
  • Proficiency in financial modeling and analysis.
  • Strong analytical skills with the ability to evaluate investment opportunities.
  • Excellent communication and interpersonal skills.
  • High level of integrity and professionalism.
Education & Experience
  • Minimum Required: Bachelor's degree in Finance or Business, or related field.
  • Minimum Required: 5+ years of related experience working with high-net-worth individuals and families.
  • Preferred: Advanced degree (MBA, JD, MS in Finance, etc.).
Licenses & Credentials
  • Minimum Required: Series 65 license (or waiver).
  • Preferred: Relevant industry designation, CPA preferred, CFP, and/or CFA.
Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Proficient in use of CRM system (i.e., Salesforce).
  • Strong knowledge of current financial planning software and tools and proficiency in their use. Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting.

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About Stifel

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.

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