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Office Manager Investment Advisor Jobs (NOW HIRING)

Linvo group

$171.27 - $239.78/hr

... Manager & Investment Advisor für die Linvo AG, der den Aufbau unseres neuen Büros in München ... Die Linvo AG ist ein etabliertes, unabhängiges Schweizer Multi-Family-Office und externer ...

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Masterworks

Investment Advisor

New York, NY · On-site

Utilize CRM tools and dashboards to manage pipeline, track performance, and improve efficiency * Deliver an excellent advising and onboarding experience across a wide range of investor profiles

Masterworks

Investment Advisor

New York, NY · On-site

Utilize CRM tools and dashboards to manage pipeline, track performance, and improve efficiency * Deliver an excellent advising and onboarding experience across a wide range of investor profiles

Empower

Wealth Solutions Investment Advisor

Utilize Salesforce CRM, Empower's digital planning tools, and other technology platforms to ... You may be required to work in the office if you do not have an adequate home work environment and ...

WSFS Bank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Experience with Microsoft Office. * Previous experience working with SWP platforms a plus.

Wsfsbank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Experience with Microsoft Office. * Previous experience working with SWP platforms a plus.

Wsfsbank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Experience with Microsoft Office. * Previous experience working with SWP platforms a plus.

WSFS Bank

Senior Investment Advisor

Hershey, PA · On-site

$133K - $219K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Experience with Microsoft Office. * Previous experience working with SWP platforms a plus

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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 Aug 20, 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 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $65,998 per year, or $31.7 per hour.

Investment Advisor

Capital Investment Advisors

Atlanta, GA • On-site

Full-time

Re-posted yesterday

Job description

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. 
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. 
Investment Advisor
We are looking for an experienced Investment Advisor to grow our Strategies team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation.
The person in this seat will make immediate impact by serving existing families in the Model Portfolio offering and while growing that family base through self-sourced and firm-generated leads.
Qualifications & Skills:

  • Bachelor’s degree in Finance or related field
  • 3+ years of experience in Investment Management
  • Active Series 65 License 
  • CFP® certified or willing to work toward certification upon joining
  • Client first attitude 
  • Proven ability to work collaboratively with others
  • Working knowledge of various RIA custodian referral platforms
  • Excellent communication and time management skills
  • Willingness to travel
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software


Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted.  Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.  
 

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