How To Become An Investment Executive: What It Is and Career Path

What is an investment executive and how to become one

Updated January 8, 2025

3 min read

Investment executives help clients find the best investments based on their needs and preferences. As such, investment executives are responsible for identifying client needs, conducting research on appropriate investments, and guiding clients in investing their money or assets in the right places. They also act as financial advisors, helping clients manage their investment portfolios and advising them on best financial practices.

Moreover, investment executives may be responsible for training investment banking employees, analyzing balance sheets, managing assets and liabilities, generating financial reports, and inspecting prospect portfolios from different sources. They usually work in an office but may also travel for business, primarily for meeting with clients.

The path to becoming an investment executive typically involves completion of a bachelor's degree in business, finance, economics, or another related field, as well as years of experience in the industry. Furthermore, an investment executive needs to exhibit exemplary abilities in communication, client relations, strategy, and financial analysis.

On average, investment executives make $47 per hour or roughly $99,000 per year.

ScoreInvestment ExecutiveUS Average

Salary

8.4

Avg. Salary $130,432

Avg. Salary $59,228

Stability level

10.0

Growth rate 6%

Growth rate 0.3%

Diversity

1.6

Race

American Indian and Alaska Native 0.64%

Asian 7.58%

Black or African American 3.72%

Hispanic or Latino 7.68%

Unknown 3.89%

White 76.49%

Gender

female 20.08%

male 79.92%

Age - 52

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 52

Stress level

10.0

Stress level is very high

7.1 - high

Complexity level

10.0

Complexity level is advanced

7 - challenging

Work life balance

3.0

Work life balance is poor

6.4 - fair

Key steps to become an investment executive

Explore investment executive education requirements

Most common investment executive degrees

Bachelor's

81.5 %

Master's

9.6 %

Associate

4.1 %

Start to develop specific investment executive skills

Skills	Percentages
Develop Strong Relationships	23.64%
Comprehensive Knowledge	12.88%
Financial Products	10.21%
Business Development	9.38%
Securities	8.24%

Research investment executive duties and responsibilities

Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Profile and sell appropriate equities, bonds and annuities to clients.

Get investment executive experience

Generally, it takes more than 10 years to become an investment executive. The most common roles before becoming an investment executive include finance advisor, account executive team lead and finance consultant.

Prepare your investment executive resume

When your background is strong enough, you can start writing your investment executive resume.

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