ZipRecruiter

Log In

1

Office Manager Investment Advisor Jobs (NOW HIRING)

PNC Bank

Senior Counsel--Investment Advisor

Philadelphia, PA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... an in-office company that fosters a supportive culture where employees can thrive and achieve ... Responsible for managing the expense for outside counsel relationships, provides strategic ...

PNC

Investment Advisor

Arvada, CO · On-site

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

New

PNC Bank

Investment Advisor

Arvada, CO

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

PNC Financial Services Group

Investment Advisor

Arvada, CO

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

The Quintessential Experience

NY

$60K - $128K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental ... Management Career Path in the surrounding New York. Be a part of our winning team, which includes ...

PNC Financial Services Group, Inc.

Investment Advisor

Arvada, CO · On-site

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

DORT FINANCIAL CREDIT UNION

Investment Advisor

North Palm Beach, FL · On-site

$49K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Investment Advisor Role has a high earning potential * Built in member leads and referrals ... You will provide financial planning, investment guidance, and portfolio management aligned with ...

Empower

Investment Advisor

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop an understanding of clients' financial goals and explain applicable managed account service ... You may be required to work in the office if you do not have an adequate home work environment and ...

New

Innovative Wealth Managers, LLC

Be Seen First

Junior Investment Advisor

West Hartford, CT · On-site

$55K - $75K/yr

  • Retirement

  • PTO

Summary of responsibilities The service advisor is responsible for working with a select group of ... Proficiency with computer programs, including the Microsoft Office Suite (Word and Excel), CRM, ...

previous pagenext page

Showing results 21-40

All JobsOffice Investment Advisor JobsOffice Manager Investment Advisor Jobs

Office Manager Investment Advisor information

See salary details

$29K

$66K

$100K

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

As of Aug 16, 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.

How much do office manager investment advisors get paid?

Office manager investment advisors typically earn a median annual salary ranging from $50,000 to $80,000, depending on experience, location, and the size of the firm. Compensation may also include bonuses and benefits, especially for those with relevant certifications like the Series 7 or Series 65. Salaries tend to be higher in major financial hubs and for those with advanced skills in financial software and client management.

What salary does an Office Manager Investment Advisor get?

The salary for an Office Manager Investment Advisor typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the firm. Additional compensation may include bonuses or commissions based on performance and client management skills.
More about Office Manager Investment Advisor jobs

What cities are hiring for Office Manager Investment Advisor jobs?

Cities with the most Office Manager Investment Advisor job openings:

What states have the most Office Manager Investment Advisor jobs?

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

What job categories do people searching Office Manager Investment Advisor jobs look for?

The top searched job categories for Office Manager Investment Advisor jobs are:

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 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $65,998 per year, or $31.7 per hour.

0161 - Investment Advisor

Crafted Staff

Palm Springs, FL

$130K/yr

Full-time

Retirement

Re-posted 4 days ago

Job description

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. This is an ideal opportunity for an experienced advisor approaching retirement or in transition who wants a stable, meaningful role with strong earning potential.Key Responsibilities

  • Generate new business through proactive outreach, networking, and relationship-building
  • Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities
  • Build and maintain a strong referral pipeline with strategic partners
  • Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)
  • Provide advisory services and portfolio management to assigned clients
  • Work independently while maintaining collaboration with the in-office team
  • Contribute to a client-first culture focused on long-term relationships

Required QualificationsEducation:

  • Bachelor's degree (required)

Professional Credentials & Experience:Candidates must meet one of the following:

  • SAN eligible with 4+ years as a registered IAR, OR
  • CFP in good standing for 3+ years

Additional Requirements:

  • No disclosures on your public regulatory profile (BrokerCheck/IAPD)
  • No non-compete agreements with Schwab or Fidelity (or willing to wait out 3-year restriction)

Preferred Qualifications

  • Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors)
  • CFP certification (or willingness to pursue if not yet obtained)
  • Approaching retirement or in a career transition seeking stability
  • Comfortable and enthusiastic about in-person, relationship-based work

Compensation & Benefits

  • Base Salary: $130,000
  • Bonus Potential: Up to $150,000 (performance-based)
  • Compensation Model: Transition over time from salary to fee-based revenue (roll-down structure)

Work Environment

  • Location: Rocky Point, Tampa, FL
  • Schedule: Hybrid - 3 days per week in-office; flexible remote arrangement for the remaining days
  • Team Size: Small, collaborative office of approximately 9 people
  • Culture: Client-first, independent-minded, relationship-focused

Why Join Us?

  • Work with a boutique RIA focused on quality over volume
  • Operate with high autonomy while supported by a collaborative team
  • Leverage established networks (Schwab, Fidelity) for growth
  • Competitive compensation with strong bonus upside
  • Flexible hybrid arrangement with meaningful in-person connection
  • Ideal for advisors seeking stability and purpose in their next chapter
Employment Type: FULL_TIME

Apply