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Self Directed Brokerage information

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$36.5K

$100.5K

How much do self directed brokerage jobs pay per year?

As of Jun 19, 2026, the average yearly pay for self directed brokerage in the United States is $95,027.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What jobs pay 500,000 a year in the US?

High-paying jobs that can reach or exceed $500,000 annually include executive roles such as CEOs, CFOs, and other C-suite positions, as well as successful entrepreneurs, investment bankers, and certain specialized medical professionals like neurosurgeons. These roles typically require extensive experience, advanced skills, and often involve leadership, high responsibility, or performance-based compensation structures.

What are the key skills and qualifications needed to thrive as a Self-Directed Brokerage Account Manager, and why are they important?

To excel as a Self-Directed Brokerage Account Manager, you need a comprehensive understanding of financial markets, investment products, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field and FINRA Series 7/63/66 licenses. Familiarity with trading platforms, portfolio management systems, and financial analysis tools is essential. Strong analytical thinking, attention to detail, and effective client communication are crucial soft skills for this role. These skills ensure accurate trade execution, informed investment guidance, and high-quality client service in a fast-paced, regulated environment.

What are some common challenges faced by professionals working in self-directed brokerage roles?

Professionals in self-directed brokerage roles often encounter the challenge of balancing client autonomy with regulatory guidance, as clients make their own investment decisions while relying on the platform for accurate information and seamless execution. Staying updated on compliance requirements and ensuring robust risk management processes are also critical, as is providing timely support for clients navigating complex trading platforms. Additionally, collaborating with IT, compliance, and customer service teams is essential to address technical issues and maintain a high level of client satisfaction in a fast-paced environment.

What is a self-directed brokerage account?

A self-directed brokerage account is a type of investment account that allows individuals to buy and sell a wide range of securities—such as stocks, bonds, mutual funds, and ETFs—without the assistance of a financial advisor. Investors have full control over their investment decisions, including what to buy, when to sell, and how much to invest. These accounts are popular among people who want to actively manage their own portfolios and are comfortable making investment decisions on their own. While self-directed accounts offer greater flexibility and lower fees, they also require more knowledge and responsibility from the investor.

What job makes 10,000 a month without a degree?

A self-directed brokerage account is not a job but an investment platform; however, high-earning jobs without a degree include roles like sales managers, real estate brokers, or skilled trades such as electricians and plumbers, which can generate $10,000 or more monthly with experience and strong client networks. Success in these fields often depends on skills, reputation, and business acumen rather than formal education.

What is the highest paid type of broker?

In the brokerage industry, investment bankers and proprietary traders tend to be among the highest paid roles, often earning significant bonuses based on performance. Self-directed brokerage accounts typically involve individual investors managing their own portfolios and do not directly correlate with broker salaries, but professionals in high-level trading or investment banking within brokerage firms can earn substantial compensation. Compensation varies widely depending on experience, skill, and the specific sector within finance.

What does a self-direction broker do?

A self-directed brokerage acts as a financial intermediary that allows investors to manage their own retirement accounts, such as IRAs, by choosing and executing investments like stocks, bonds, or real estate. They provide access to trading platforms, investment tools, and account management services, requiring knowledge of investment options and compliance with regulations.

What is the difference between Self Directed Brokerage vs Financial Advisor?

AspectSelf Directed BrokerageFinancial Advisor
CredentialsTypically no formal credentials required, but knowledge of investments is essentialCertifications like CFP, CFA, or Series 7 often required
Work EnvironmentIndividual investors managing their own accounts onlineClient-facing, providing personalized financial planning and advice
Employer & Industry UsageUsed by investors and brokerage firmsEmployed by financial firms, banks, or independent practices

Self Directed Brokerage allows investors to manage their own investment accounts directly, often online, without professional advice. In contrast, a Financial Advisor provides personalized guidance, financial planning, and investment recommendations. While Self Directed Brokerage offers control and lower costs, Financial Advisors offer expertise and tailored strategies. The choice depends on your investment knowledge and need for professional support.

Infographic showing various Self Directed Brokerage job openings in the United States as of June 2026, with employment types broken down into 20% As Needed, 73% Full Time, and 7% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $95,027 per year, or $45.7 per hour.
Self-Directed Self Hired Respite

Self-Directed Self Hired Respite

Citizens Options Unlimited

Plainview, NY • On-site

$17 - $19.50/hr

Full-time

Posted 3 days ago

Job description

Overview

Provides support to people who are self-directing services.  Provides supervision of people who live with their families. Provides ongoing support and assistance to the person as outlined in their Self-Direction budget.

Responsibilities

Primary duties and responsibilities include but not limited to:

  • Practices and promotes the agency's mission statement in every interaction.Through family and community engagement, Citizens supports people to live the life they choose.
  • Provides companionship, supervision, role modeling and instruction while ensuring freedom from any hazards in both the home and community settings.
  • Completes and submits hours worked through EVERO in a timely manner.
  • Supports the person in becoming as independent as possible in their home and in their immediate community.
  • Alerts the Assistant Director of Self-Directed Services, PC of Self Direction and Broker to all situations, crises or incidents that may affect the person.
  • Contacts Assistant Director of Self-Directed Services, PC of Self Direction as well as the Self-Directing person and Broker concerning any change in work schedule.
  • Reports to the Justice Center as a mandated reporter if there is reasonable cause to suspect abuse or neglect. Additionally, must follow all agency incident policy and procedures.
  • Adheres to Federal and NY State regulations, agency policy and procedures, the employee handbook and agency and program training requirements.
  • Completes OPWDD required trainings in a timely manner.
  • Performs all other job related duties as requested by family and agreed upon.
Qualifications
  • High school diploma or equivalent required.  
  • Prior experience supporting and working with people with intellectual and developmental disabilities preferred. 
  • A valid and qualified NYS drivers' that is also qualified in accordance with agency's insurance standards. 
  • Ability to communicate and understand written, oral and email directives/information, possess excellent communication and organizational skills. 
  • Must be a team player with a positive attitude. 
Employment Type: FULL_TIME
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About Citizens Options Unlimited

Sourced by ZipRecruiter

Citizens Options Unlimited, based in Plainview, NY, US, is a not-for-profit organization that provides comprehensive, person-centered services to individuals with intellectual and developmental disabilities (IDDs). Its services range from clinical and therapeutic programs to employment and community inclusion activities. The organization, known for its commitment, dedication, and professional integrity, was established in 1977 under the umbrella of the AHRC Nassau, one of the largest agencies in the state dedicated to IDDs individuals. Since its inception, Citizens’ mission has been improving lives by creating opportunities and bringing life-enriching services to adults and seniors with IDDs. Their core values include respect, kindness, integrity, excellence, creativity, and collaboration, inspiring to transform lives, empower people, and promote happiness.

Industry

Individual, family and community social assistance

Company size

501 - 1,000 Employees

Headquarters location

Plainview, NY, US

Social media

Twitter

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