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Senior Investment Advisor Jobs (NOW HIRING)

Fifth Third

Senior Investment Advisor

San Antonio, TX · On-site

Senior Investment Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

PNC Bank

Investment Advisor Sr

Philadelphia, PA

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive ...

PNC

Investment Advisor Sr

Erie, PA

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC Bank

Investment Advisor Sr

Erie, PA

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC

Investment Advisor Sr

Philadelphia, PA

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive ...

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Senior Investment Advisor information

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$138K

How much do senior investment advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for senior investment advisor in the United States is $130,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $136,500.00 and $137,000.00 per year, depending on experience, location, and employer.

What is a senior investment advisor?

Senior Investment Advisors are experienced financial professionals who provide guidance to clients on investment strategies, portfolio management, and financial planning. They typically work with high-net-worth individuals, families, or institutional clients to help them achieve their financial goals. Senior Investment Advisors analyze market trends, assess risk tolerance, and recommend investment options tailored to each client's needs. Their role often involves building long-term relationships, monitoring portfolios, and making adjustments as market conditions change.

What are the key skills and qualifications needed to thrive as a senior investment advisor, and why are they important?

To thrive as a Senior Investment Advisor, you need deep expertise in financial analysis, portfolio management, and investment strategies, usually supported by a finance degree and certifications such as the CFA or CFP. Proficiency with financial modeling software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, strategic thinking, and client relationship management set top performers apart in this role. These capabilities are crucial for building trust, delivering sound financial advice, and achieving clients' investment goals in a dynamic market environment.

What are some common challenges senior investment advisors face when managing client portfolios, and how are they typically addressed?

Senior Investment Advisors often encounter the challenge of balancing clients' risk tolerance with their long-term financial goals, especially during periods of market volatility. Effective communication is key—advisors must regularly update clients, provide clear explanations of market movements, and adjust strategies as needed. Additionally, staying current with regulatory changes and new investment products requires ongoing professional development. Advisors typically address these challenges through robust client relationship management, continuous education, and collaboration with research analysts and compliance teams.

What is the difference between Senior Investment Advisor vs Investment Advisor?

AspectSenior Investment AdvisorInvestment Advisor
CertificationsCFP, CFA, Series 7/63/65CFP, CFA, Series 7/63/65
ExperienceTypically 5+ years, leadership rolesEntry to mid-level experience
Work EnvironmentFinancial firms, private banks, wealth managementFinancial firms, independent practice, banks
ResponsibilitiesAdvanced client planning, mentorship, complex portfoliosClient advising, portfolio management, sales

The main difference is that Senior Investment Advisors usually have more experience, advanced certifications, and handle complex client needs, often mentoring junior advisors. Investment Advisors are generally earlier in their careers, focusing on client acquisition and basic portfolio management.

How much do senior investment advisors get paid?

Senior investment advisors typically earn a median annual salary ranging from $80,000 to $150,000, depending on experience, location, and firm size. They often receive additional compensation through commissions, bonuses, or profit sharing, especially when managing client portfolios and providing financial planning services.

What does a senior investment advisor do?

A senior investment advisor provides clients with financial advice and investment strategies to help achieve their financial goals. They analyze market trends, manage investment portfolios, and often hold certifications such as the CFA or CFP. They also build client relationships and may oversee junior advisors in their firm.

What cities are hiring for Senior Investment Advisor jobs?

Cities with the most Senior Investment Advisor job openings:

What are the most commonly searched types of Investment Advisor jobs?

The most popular types of Investment Advisor jobs are:

Who are the top companies hiring for Senior Investment Advisor jobs?

The top employers for Senior Investment Advisor jobs are:

What states have the most Senior Investment Advisor jobs?

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

Senior Investment Advisor jobs near you
Infographic showing various Senior Investment Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $130,389 per year, or $62.7 per hour.

Senior Investment Advisor

Ballentine Partners

Boston, MA • On-site

$180K - $265K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 10 days ago

Job description

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds
Ballentine Partners is looking for an enthusiastic Senior Investment Advisor to join our growing Investments team. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.
Responsibilities Include:
  • Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client's goals, objectives, and risk tolerance.
  • Hold discovery discussions with clients to ascertain their goals, objectives, and risk tolerance.
  • Actively participate in prospective client situations to present Ballentine Partners' investment value proposition.
  • Manage the work of junior team members assigned to client engagements, including reviewing and approving rebalancing, trade plans, and tax loss harvesting strategies.
  • Mentor junior team members.
  • Contribute to the leadership of the investment group.
  • Ensure compliance mandates are met for assigned clients.
  • Other duties as assigned.

The ideal candidate will:
  • Have strong knowledge of investments and portfolio management.
  • Possess a broad understanding of multiple asset classes and securities markets.
  • Have the ability to interface with clients at all knowledge levels and provide investment advice involving large, complex situations.
  • Demonstrate the ability to analyze and resolve problems at both a strategic and functional level.
  • Possess strong math skills.
  • Demonstrate a strong client orientation.
  • Possess excellent interpersonal and communication skills, including presentation skills.
  • Have the ability to work independently.

A Bachelor's degree in economics, finance, mathematics, or a quantitative science is required, and a CFA is preferred. A minimum of 12 years of experience in investment management, financial services, or investment research is required.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position starts at $180k - $265k base commiserate with experience and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position will be commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.
We will sponsor applicants for work visas.
Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
The pay range for this role is:
180,000 - 265,000 USD per year (Waltham)
180,000 - 265,000 USD per year (Boston)

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