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Online Investment Jobs (NOW HIRING)

Freeman Capital

About Us Freeman Capital is an online investment service for millennial-aged and overlooked populations interested in investing and learning how to start. We know what they need because we're just ...

Cesna Group

Investment Lead

Port Washington, NY · On-site

$100K - $200K/yr

Execute investment strategies in alignment with capital market expectations and risk tolerance ... Summer Fridays Apply online or feel free to contact us directly for more information about the ...

U-Haul

Investment Accountant

Phoenix, AZ · On-site

This position will report directly to the Manager of Investment Reporting. Job Responsibilities ... Free online courses for personal and professional development at U-Haul University ® * 401(k) ...

U-Haul

Investment Accountant

Phoenix, AZ · On-site

This position will report directly to the Manager of Investment Reporting. Job Responsibilities ... Free online courses for personal and professional development at UHaul University * 401(k) Savings ...

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Online Investment information

See salary details

$22K

$97.1K

$213.5K

How much do online investment jobs pay per year?

As of Aug 10, 2026, the average yearly pay for online investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is the difference between Online Investment vs Online Financial Advisor?

AspectOnline InvestmentOnline Financial Advisor
CredentialsTypically no formal credentials required, but certifications like CFA or CFP can be beneficialRequires certifications such as CFP, CFA, or CPA
Work EnvironmentPrimarily digital platforms, self-directedOnline consultations, personalized advice
Employer & Industry UsageInvestment platforms, robo-advisors, fintech companiesFinancial planning firms, independent advisors

Online Investment involves managing or investing funds through digital platforms, often with minimal direct human interaction. Online Financial Advisors provide personalized financial planning and investment advice via online channels, often requiring professional credentials. While both operate digitally, Online Investment is more self-directed, whereas Online Financial Advisors offer tailored guidance.

What is an online investment and how does it work?

An online investment refers to the process of investing money in financial assets such as stocks, bonds, mutual funds, or cryptocurrencies using internet-based platforms. These platforms allow investors to buy, sell, and manage their investments digitally, often with lower fees and greater convenience compared to traditional brokers. Online investments can be managed independently or with the help of robo-advisors and financial tools. It's important to research options, understand risks, and use reputable platforms to ensure the safety and growth of your investments.

What are some common challenges faced by professionals in online investment roles, and how can they be addressed?

Professionals in online investment roles often face challenges such as staying updated with rapidly changing market trends, ensuring the security of client data, and navigating the complexities of digital financial products. To address these, it's essential to engage in continuous learning, utilize advanced analytics tools, and follow industry best practices for cybersecurity. Additionally, collaborating closely with compliance teams and maintaining transparent communication with clients can help build trust and mitigate risks.
More about Online Investment jobs
What cities are hiring for Online Investment jobs? Cities with the most Online Investment job openings:
What are the most commonly searched types of Investment jobs? The most popular types of Investment jobs are:
What states have the most Online Investment jobs? States with the most job openings for Online Investment jobs include:
What job categories do people searching Online Investment jobs look for? The top searched job categories for Online Investment jobs are:
Online Investment jobs near you
Infographic showing various Online Investment job openings in the United States as of August 2026, with employment types broken down into 74% Full Time, 13% Part Time, and 13% Contract. Highlights an 100% In-person job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Planning Analyst

Northwestern Mutual - Clayton

Chesterfield, MO • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

 Job Location:Chesterfield, MOJob Title:Investment Planning Analyst Type of Position: Full-time
FLSA Classification: ExemptHours per week: 40 hrs/wk
Working hours: 8:00am-4:00pm Our mission is to help improve our clients’ quality of life through confidence in their financial planning. Our values include family, integrity, honesty, growth, and fun.Job SummaryThe Investment Planning Analyst is responsible for maintaining client portfolios, and for developing financial plans for clients using our PX software. This role focuses on managing existing accounts & investment models.  We focus on optimizing the relationship between Risk and Return within the client’s risk tolerance. Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning.Key Responsibilities
  • Case Prep
    • Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
      • Illustrations
      • YCharts comparisons (YCharts is an online investment analysis website, similar to Morningstar)
      • Creating PX plans, updating existing PX plans, editing PX plans
  • Analysis
    • Meeting with wholesalers, investigate and research investments and portfolio ideas
    • Intermittently evaluate portfolio models and potential changes
    • Be cognizant of funds we could employ in the future
    • Read articles sent via email from fund managers, on YCharts, etc.
  • Trading
    • Monitor exceptions/violations, particularly in taxable accounts
    • Sell to raise cash at regular intervals
    • Recommending buys in individual/JT/529 accounts
    • Master EnV2 (our advisory trading program) - Become expert in ‘block’ trading our investment models
  • Client Service and Relationship Management
    • Serve as the principal contact for client relationships
    • Makes critical client decisions such as creating, preparing, reviewing, and presenting financial plans
    • Responsible for the quality control of client deliverables such as plans, analysis and presentations
    • Communicates proactively and consistently with clients to identify changes in their financial lives and needs that should be met
    • Manage client appointments and cancellations; reserve conference rooms for in-person meetings
    • Prefill and submit paperwork for new and existing business, process, and track account requests
    • Maintains high level of professional expertise and continues to learn new processes, theories, and best practices to service clients
  • Business Development
    • Leverage key marketing resources and tools provided to the firm
    • Engages existing database to deepen relationships
    • Responsible for actively finding new client relationships
    • Develops specialized knowledge that fits within the strategy of our firm

Job Qualifications
  • Series 7 licensed preferred; able to contract as an Associate Wealth Management Advisor within a year
  • Ability to commute to job location in Chesterfield, MO daily
  • Demonstrate patience, open-mindedness, reliability, and dependability
  • Professional level understanding of life insurance, investments, portfolios
  • Technologically savvy, with the ability to learn new technology early and often
  • Flexible and adaptable to the varying needs of the practice
  • Collaborative, with the ability to work well with others on a team
Benefits
 
  • Health, vision, and dental insurance
  • SIMPLE IRA retirement plan
  • PTO + holiday pay
  • Base salary proportionate to experience level
  • Industry licensing and continuing education expenses
  • Personal and professional development opportunities, including pursuit of industry credentials such as CFP

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