1,238 investment advisor jobs at 193 companies in United States
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Investment Advisor
Coppell, Texas, United States
$29-$37/hr HybridFull Time
FINRA Series 7 and NASAA Series 63/65/66 required; life & health insurance license preferred; ability to obtain broker-dealer/insurance appointments; experience in business development and investment/insurance products; proficiency with PC and office software.
2w
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Senior Investment Advisor
Hershey, Pennsylvania, United States
$134k-$220k/yr OnsiteFull Time
10+ YOE10+ years investment management experience, bachelor’s degree preferred; strong knowledge of portfolio theory, fiduciary and tax rules, client communication, and trust/investment systems.
Microsoft Office, SWP
1mo
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Investment Advisor III
Cincinnati, Ohio, United States
$112k-$208k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience typically required; responsible for managing client investment accounts, delivering investment advice, growing assets, and executing risk management in accordance with firm policies.
2w
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Senior Investment Advisor
Hershey, Pennsylvania, United States
$134k-$220k/yr OnsiteFull Time
10+ YOE10+ years investment management experience, bachelor’s degree preferred, advanced credential (CFA/CFP/CTFA/MBA) preferred, strong portfolio and fiduciary knowledge, Microsoft Office experience, trust/accounting system experience preferred.
Microsoft Office, SWP
2mo
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Senior Investment Advisor, CFP®
Portland, Oregon, United States
$100k-$150k/yr HybridFull Time
7+ YOEBachelor's degree; 7+ years as an Investment Advisor; active Series 65; CFP designation; experience with high-net-worth clients.
Microsoft Office, eMoney, Charles Schwab, Orion, Wealthbox
1mo
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Investment Advisor
North Palm Beach, Florida, United States
$49k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree in finance/business required; FINRA Series 7 & 66 and state insurance licenses required; 2+ years financial planning or sales experience; proven sales and relationship-building skills.
2mo
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Investment Advisor (OH, Garfield Heights)
Garfield Heights, Ohio, United States
OnsiteFull Time
Fully licensed; experience promoting insurance and investment products; work with licensed bankers.
1mo
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Senior Wealth Investment Advisor
New York, New York, United States
$171k-$284k/yr OnsiteFull Time
7+ YOEBachelor's degree (or equivalent experience) and 7+ years investment-related experience, comprehensive investment knowledge, strong communication and presentation skills, proficiency with office software, and regulatory/compliance experience.
1mo
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Senior Wealth Investment Advisor
Paramus, New Jersey, United States
$171k-$284k/yr HybridFull Time
7+ YOEBachelor's degree (or equivalent experience) plus 7+ years investment-related experience, strong investment knowledge, client advisory and presentation skills, proficient with office software, regulatory and compliance awareness.
2mo
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Investment Advisor in Public Funds
Dublin, Ohio, United States
OnsiteFull Time
5+ YOEDevelop public funds business; 5+ years in public/municipal finance or investment management; bachelor's in Finance/Economics; CFP/CFA/CMT or candidacy a plus.
Word, Excel, PowerPoint
1mo
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Investment Advisor Representative
Vancouver or Portland
$80k/yr OnsiteFull Time
Requires securities and insurance registrations (Series 7, 63/65 or 66, Variable Life & Health, state insurance, FINRA BrokerCheck), background check, proven investment and insurance sales experience (5+ years preferred), bachelor's degree preferred, ability to travel throughout the Portland metro area, and flexibility to work evenings and weekends...
CRM
1mo
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Inbound Investment Advisor
United States
$51k-$68k/yr RemoteFull Time
Bachelor's degree or equivalent experience; Series 65 or 66 license (or willingness to obtain Series 65 within 3 months); strong customer service, phone-based advising, and proficiency with account management tools.
1mo
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Associate Investment Advisor
Winona, Minnesota, United States
$23-$27/hr OnsiteFull Time
Prepare for and obtain SIE, Series 7 and Series 63/65 or 66 and insurance license within 12-15 months; college degree in accounting/finance/business preferred; sales experience and strong communication/customer service skills.
1mo
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Investment Advisor (401K Retirement Plans)
San Antonio, Texas, United States
OnsiteFull Time
7+ YOEBachelor's degree, Series 65, 7+ years experience in retirement plan advisory or business development, strong retirement investment and fiduciary knowledge (ERISA), FINRA knowledge, Microsoft Office proficiency, excellent communication and presentation skills.
Microsoft Office
3mo
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Multifamily Investment Sales Advisor
Atlanta, Georgia, United States
OnsiteContract
0+ YOEContract role focused on multifamily investment sales; strong analytical and communication skills; real estate license preferred; Georgia real estate license quickly obtainable.
Excel, Financial Modeling, CRM
2w
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Wealth Solutions Investment Advisor
United States or Overland Park
$50k-$69k/yr RemoteFull Time
Active Series 7 and Series 63/65 or Series 66 required, FINRA fingerprinting required; state life & health license preferred; bachelor’s or equivalent; experience in financial services and CRM (Salesforce) preferred.
Salesforce
1mo
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Investment Advisor, Wealth & Retirement
Aliso Viejo, California, United States
$70k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in finance, 3+ years advising or wealth management experience, Series 65 (or obtain within 90 days), ability to lead group meetings and one-on-one consulting, strong presentation and communication skills, 40-50% travel.
CRM, Power Point, financial planning software, recordkeeper platforms, digital wellness tools
1mo
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Investment Advisor, Wealth & Retirement
Aliso Viejo, California, United States
$70k-$110k/yr HybridFull Time
3+ YOEBachelor's in Finance (required), Series 65 within 90 days, 3+ years financial consulting/wealth management experience, Power Point and CRM experience, strong presentation and client-service skills, ability to travel 40-50%.
Power Point, CRM, financial planning software, digital wellness tools, recordkeeper platforms
2mo
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Investment Advisor Representative
Charlotte, North Carolina, United States
HybridFull Time
FINRA Series 7/66 preferred; Life & Health Licensed.
2w
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Registered Investment Advisor
Fort Wayne, Indiana, United States
HybridFull Time
Bachelor's in finance/accounting required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
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