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Become An Investment Advisor

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Working As An Investment Advisor

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $63,484

    Average Salary

What Does An Investment Advisor Do At M & T Bank

* Understand changes in the industry e.g., federal and state specific and expert knowledge of various government regulations.
* Works effectively within a team environment, and reacts to change in a positive and productive manner.
* Strong planning and organizational abilities, including the ability to manage highly complex tasks and anticipate and set priorities.
* Conduct effective, meaningful meetings.
* Maintain positive working relationships.
* Maintain highest levels of integrity and professionalism.
* Participate actively in WT/WAS projects and initiatives and group meetings and calls.
* Ability to communicate internally with bank management and executives and externally with clients, and their representatives

What Does An Investment Advisor Do At Robert Half

* Researching client-specific issues and communicating effectively with the team and with clients.
* Helping to develop, document and maintain financial planning processes and procedures.
* Aiding in the review of financial strategies designed to help clients pursue their long-term goals.
* Communicating with clients and interfacing with professionals inside and outside of the firm.
* For immediate consideration, please email your resume to jeff.abrams@roberthalffs.com.
* Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more.
* We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948.
* Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.
* But don't take our word for it.
* Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.
* Apply for this job now or contact our nearest office at 844
* for additional information.
* All applicants applying for U
* S. job openings must be authorized to work in the United States.
* Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
* Robert Half Finance & Accounting.
* An Equal Opportunity Employer M/F/Disability/Veterans
* By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
* Req ID:
* Functional Role:
* Relationship Manager
* Country:
* State:
* CA
* City:
* Oakland
* Postal Code:
* Compensation:* $60,000.00 to $85,000
* per year

What Does An Investment Advisor Do At Cuna Mutual

* Support credit union participants and members requesting pension, insurance or investment information.
* Requests can be received through incoming telephone calls and e-mails.
* Assist CU plan participants with questions regarding plan disbursement options and investment options in addition to questions regarding account balances, holdings and statement inquiries.
* Assist CU members with questions regarding suitable investment and life insurance options based on their risk tolerance, timeframe and tax status.
* Contact existing members, participants and leads to update financial needs analysis and review current plans.
* Offer additional CMG products as appropriate based on completion of needs analysis.
* Assist with the marketing efforts of these products through mail and credit union campaigns, including webinars on products and services.
* Attend/complete all mandatory compliance and product meetings requested by regulators and/or CMG Management.
* Provide training and guidance to new hire Pension Participant Service Specialist

What Does An Investment Advisor Do At Raymond James

* Gathers information and data from existing databases or surveys to conduct analyses for the Asset Management Services team.
* Acts as a liaison between the sales, due diligence, research and marketing functions (typically not on a sales career path).
* Responsible for providing analytical and administrative support: file maintenance, completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with various departments.
* Individuals in this position search for, compile, prepare, and input data for further analysis for the Asset Management Services team.
* Assist more senior investment specialist in conducting studies, developing quantitative research, and compiling data.
* Works under the direction of management or senior analysts.
* Assists in the preparation of recommended solutions.
* Performs other duties and responsibilities as assigned

What Does An Investment Advisor Do At Dubuque Bank & Trust

* Facilitates monthly subcommittee and quarterly committee meetings for the investment fiduciary product
* Analyzes and researches investment options and presents to the investment committee for review
* Serves as a subject matter expert on investments for both clients and department employees
* Keeps abreast of SEC and ERISA regulations as they relate to investments and provides training to the department as needed
* Develops and maintains relationships with mutual fund wholesalers to keep abreast of new fund offerings, fund closures/reopenings and resolving escalated trading issues
* Works closely with the sales team to analyze prospect's current investment line-up and determine an appropriate fund mapping

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How To Become An Investment Advisor

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.


Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.


Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.


A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Investment Advisor jobs

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Investment Advisor Career Paths

Investment Advisor
Assistant Vice President Human Resources Coordinator Specialist
Account Manager
5 Yearsyrs
Assistant Vice President Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Project Manager Product Manager Senior Account Manager
Director Of Account Management
11 Yearsyrs
Branch Manager Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Project Manager Senior Manager Controller
Finance Vice President
9 Yearsyrs
Analyst Operations Analyst Investment Analyst
Investments Manager
6 Yearsyrs
Business Developer Business Development Manager Director Of Sales
Managing Director
11 Yearsyrs
Finance Analyst Finance Manager Sales Manager
National Sales Manager
10 Yearsyrs
Account Manager Operations Manager Property Manager
Portfolio Manager
7 Yearsyrs
Business Developer Business Manager Regional Sales Manager
Regional Sales Director
10 Yearsyrs
Branch Manager General Manager Account Executive
Regional Sales Manager
9 Yearsyrs
Account Manager Sales Manager General Manager
Regional Vice President
11 Yearsyrs
Business Analyst Product Manager Director Of Sales
Sales Vice President
9 Yearsyrs
Investment Consultant Branch Manager Account Manager
Senior Account Manager
7 Yearsyrs
Business Analyst Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Operations Manager General Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Specialist Operations Manager Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Finance Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
Specialist Analyst Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Operations Manager Account Executive Business Developer
Vice President, Business Development
13 Yearsyrs
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Investment Advisor Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Mandarin

  • Portuguese

  • Chinese

  • Russian

  • Italian

  • German

  • Japanese

  • Arabic

  • Cantonese

  • Hebrew

  • Swedish

  • Hindi

  • Ukrainian

  • Armenian

  • Greek

  • Polish

  • Turkish

  • Dutch

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Investment Advisor

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Investment Advisor Education

Investment Advisor

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Real Investment Advisor Salaries

Job Title Company Location Start Date Salary
Global Investment Specialist Jpmorgan Chase and Co. New York, NY Sep 30, 2011 $330,000
Investment Advisor Manager 3G Capital, Inc. New York, NY Sep 16, 2015 $300,000
Investment Advisor Manager 3G Capital, Inc. New York, NY Jan 09, 2016 $300,000
Global Investment Specialist Jpmorgan Chase & Co. New York, NY Sep 16, 2013 $300,000
Investment Advisor 3G Capital, Inc. New York, NY Jan 10, 2016 $300,000
Investment Advisor Manager 3G Capital, Inc. New York, NY Sep 08, 2015 $300,000
Investment Advisor 3G Capital, Inc. New York, NY Oct 01, 2013 $300,000
Global Investment Specialist Jpmorgan Chase &Amp; Co. New York, NY Sep 16, 2013 $300,000
Senior Investment Specialist (Investor) Jpmorgan Chase & Co. Los Angeles, CA Jul 02, 2016 $250,000
Senior Investment Advisor SSB Operations, LLC Los Angeles, CA May 04, 2012 $240,000
Investment Advisor NEZU Asia Capital Management LLC New York, NY Jan 03, 2014 $200,000
Equity Investment Advisor NEZU Asia Capital Management, LLC New York, NY Jan 28, 2016 $200,000
Investment Advisor Lloyd Crescendo Advisors LLC Miami, FL Jan 09, 2016 $125,000
Investment Advisor Partners Group (USA) Inc. New York, NY Apr 14, 2013 $125,000
Investment Advisor Partners Group (USA) Inc. New York, NY Oct 15, 2013 $122,000
Investment Quantitative Specialist MacKay Shields LLC New York, NY Feb 18, 2012 $120,000
Investment Advisor Drapac Investments, LLC Los Angeles, CA May 04, 2014 $120,000
International Investment Oversight Specialist BBVA Securities Inc. Houston, TX Dec 02, 2016 $119,829
Analytic Investment Strategy Advisor CVS Pharmacy, Inc. Woonsocket, RI Jan 07, 2016 $119,761
WM Investment Advisor U.S. Bank National Association San Francisco, CA Mar 28, 2011 $115,000
Foreign Members Investment Advisor Pac Federal Credit Union Troy, MI Jun 20, 2014 $86,736 -
Foreign Members Investment Advisor Pac Federal Credit Union Troy, MI Jun 15, 2014 $86,736 -
Foreign Members Investment Advisor Pac Federal Credit Union Troy, MI Nov 14, 2013 $86,736
Eastern Europe Region Investment Advisor Noble International Investments, Inc. Boca Raton, FL Aug 20, 2016 $85,000
Medical & Biotechnology Investment Advisor Sasco Investments, LP Houston, TX Jan 15, 2011 $81,286 -

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Top Skills for An Investment Advisor


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Top Investment Advisor Skills

  1. Financial Goals
  2. Asset Allocation
  3. Investment Products
You can check out examples of real life uses of top skills on resumes here:
  • Participated in financial seminars to educate prospective clients about various investment tools and strategies to achieve their financial goals.
  • Reviewed portfolios and asset allocation with clients and discussed current market outlook and economic conditions.
  • Counseled clients on various investment products.
  • Researched, implemented and managed investment portfolios for clients using strategic asset allocation strategies.
  • Created custom fixed income and equity client account reports.

Top Investment Advisor Employers

Investment Advisor Videos

Personal Financial Advisor Career Information : Personal Financial Advisor Salary

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A Day in the Life of a Financial Advisor