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Office Manager Investment Advisor Jobs (NOW HIRING)

PNC Bank

Investment Advisor

Arvada, CO · On-site

$57K - $96K/yr

As an Investment Advisor within PNC's Wealth Management organization, you will be based in Arvada, CO. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

SB Financial Group Inc.

Investment Advisor

Findlay, OH · On-site

Strong client service, relationship management, and consultative sales skills * Effective verbal ... Communicates customer service needs and account issues to the home office and follows through to ...

SB Financial Group Inc.

Investment Advisor

Defiance, OH · On-site

Strong client service, relationship management, and consultative sales skills * Effective verbal ... Communicates customer service needs and account issues to the home office and follows through to ...

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PNC

Investment Advisor

Arvada, CO

$57K - $96K/yr

As an Investment Advisor within PNC's Wealth Management organization, you will be based in Arvada, CO. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

CraftedStaff

Investment Advisor #0161

Tampa, FL · On-site

$117 - $143/hr

Provide advisory services and portfolio management to assigned clients * Work independently while ... Small, collaborative office of approximately 9 people * Culture: Client‑first ...

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Office Manager Investment Advisor information

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How much do office manager investment advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for office manager investment advisor in the United States is $65,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $78,000.00 per year, depending on experience, location, and employer.

What does an office manager investment advisor do?

An Office Manager Investment Advisor is responsible for overseeing the daily operations of an investment advisory office while also providing financial advice to clients. Their duties typically include managing administrative staff, maintaining office systems, ensuring compliance with financial regulations, and assisting clients with investment strategies. This hybrid role requires strong organizational skills and a deep understanding of financial markets and client management. Office Manager Investment Advisors play a crucial role in ensuring both the smooth functioning of the office and the delivery of high-quality investment guidance to clients.

What are the key skills and qualifications needed to thrive as an office manager investment advisor?

To thrive as an Office Manager Investment Advisor, you need a strong background in office administration, financial services knowledge, and often a relevant degree or certification such as a Series 65 or CFP. Familiarity with financial software, CRM systems, and portfolio management tools is typically required. Exceptional organizational ability, attention to detail, and interpersonal communication set top performers apart in this combined role. These skills are vital to ensure efficient office operations, regulatory compliance, and effective client relationship management in a fast-paced investment environment.

How does an office manager at an investment advisory firm typically collaborate with financial advisors and support staff?

As an Office Manager in an investment advisory setting, you'll play a central role in coordinating communication and workflow between financial advisors, administrative staff, and sometimes clients. Your responsibilities often include managing scheduling, overseeing document compliance, and ensuring the smooth operation of daily office activities. Close collaboration with advisors is essential to support client meetings, maintain records for regulatory purposes, and handle confidential information with discretion. You'll also help train and onboard new team members, making teamwork and adaptability vital skills for success.

What is the difference between Office Manager Investment Advisor vs Financial Advisor?

AspectOffice Manager Investment AdvisorFinancial Advisor
Primary RoleManages office operations and supports investment advisory activitiesProvides personalized financial planning and investment advice to clients
Required CredentialsAdministrative skills, possibly some financial certificationsFinancial certifications like CFP, CFA, or Series 7
Work EnvironmentOffice setting, supporting investment teamsClient meetings, financial planning sessions
Industry UsageFinancial services firms, investment companiesFinancial planning firms, banks, independent advisors

The main difference is that an Office Manager Investment Advisor handles office operations within financial firms, while a Financial Advisor directly provides investment and financial planning advice to clients. Their roles complement each other but focus on different aspects of financial services.

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Office Manager Investment Advisor jobs near you
Infographic showing various Office Manager Investment Advisor 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 $65,998 per year, or $31.7 per hour.

Investment Advisor

Briaud Financial Advisors

College Station, TX • On-site

Full-time

Life, Retirement

Re-posted 8 days ago

Job description

We are a private wealth management firm seeking a people-oriented Investment Advisor who combines sharp investment acumen with creative thinking. In this role, you'll work directly with individual investors and families to shape their financial futures. This position is ideal for someone who enjoys both the rigor of financial strategy and the fulfillment of building meaningful client relationships. You will be a key contributor in shaping portfolios, sharing insights, and delivering a personalized experience that helps our clients feel confident in their financial future.
In this role, you will:
  • Communicate Investment Strategy Internally and Externally: Translate complex investment concepts into compelling, human language. Write insightful investment commentary, lead conversations with clients, and represent the firm's thinking clearly across the team.
  • Build and Present Portfolios in Line with Investment Models: Collaborate with clients and the investment team to construct tailored portfolios that align with both model guidance and individual goals. Share your thinking clearly and confidently with clients.
  • Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies. Own the execution process while looking for ways to improve efficiency and precision.
  • Maintain and Audit Portfolios: Monitor client portfolios through a systematic review process. Apply your attention to detail and sense of ownership to keep things on track.
  • Research New and Existing Investments: Bring intellectual curiosity and creative thinking to our research efforts. Evaluate current investments and explore new opportunities that support client and firm goals.
  • Contribute to the Investment Committee: Collaborate actively in committee meetings. You're not afraid to share ideas, question assumptions, or advocate for a new approach when appropriate.

We want to talk to you if:
  • You're People-Centered and Private-Client Focused: You love building relationships with real people-not just managing numbers. You enjoy helping individuals and families understand and feel confident in their financial journey.
  • You're an Investment Nerd with Empathy: You're passionate about markets and people. You can dive deep into economic trends one moment and clearly explain your thinking to a client the next.
  • You Take Initiative: You act without waiting for direction. You bring ideas to the table, follow through, and thrive in environments where your contributions shape the outcome.
  • You Think Creatively and Solve Problems: You're excited by challenges and open to unconventional solutions. When you see something that can be improved, you take the lead to make it better.
  • You Communicate with Purpose: You tailor your message to the audience, whether that's a one-on-one with a client or a presentation to the investment committee. You value clarity over jargon and aren't afraid to speak up when you have a new idea or perspective.
  • You Present with Clarity and Confidence: You enjoy turning complex ideas into understandable insights-whether in front of clients, peers, or leadership. You're comfortable thinking on your feet, open to feedback, and not afraid to be wrong in pursuit of better answers.
  • You Seek Excellence and Growth: You've pushed yourself in some area of life-whether in your career, education, athletics, or a personal pursuit-and you're always looking to grow.

Requirements
Required Qualifications:
  • Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA, JD)
  • 5 to 7 years of relevant experience
  • A collaborative mindset and a belief that no task is beneath you when it comes to serving the team and the client

Benefits Include:
  • 30 Days of Leave/Paid Office Closures
  • Flex Hours - We know life happens between 8 to 5 too
  • 401(k) with Safe Harbor employer matching
  • Continuing Education - paid professional dues, conference attendance, and training

Working Conditions:
  • Position Type: Full-time
  • Work Schedule: 40 hours/week, Monday - Friday, 8AM - 5PM
  • Location: Onsite in Bryan/College Station, Texas
  • Environment: Business Professional Office

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