Investment Advisor Jobs in the United States
Roots Staffing
$150000 - $175000
Tampa, FL
Ideal for someone already serving in a CFO capacity, someone leaving public accounting or someone ready for their first CFO role where they can learn from others on the team serving in the same/similar roles. The other 10-20% will be other client service and strategic firm ops including leading and running occasional trainings for other staff members and assisting partners with strategic initiatives.
Northwestern Mutual
$54530 - $101270
Franklin, WI
Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients. Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
bdo consulting
$150000 - $225000
Miami, FL
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
bdo consulting
$225000 - $300000
Milwaukee, WI
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Kforce Inc.
$75000 - $95000
Phoenix, AZ
Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Responsibilities: Establish and manage new client accounts with custodians and third-party investment managers, acting as the primary operational liaison.
New York Life - Washington DC - Virginia- Maryland
Bethesda, MD
Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Jobot
$80000 - $200000
Rockwall, TX
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
New York Life - Washington DC - Virginia- Maryland
Bethesda, MD
Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
New York Life
$80000 - $130000
Melville, NY
Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Jobot
$225000 - $300000
Washington, DC
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our entrepreneurial spirit and collaborative approach set us apart, offering clients creative, customized solutions backed by the depth of experience you'd expect from a top-tier law firm.
New York Life - Team Rabasco
Uniondale, NY
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.
Vaco LLC
$180000 - $225000
Philadelphia, PA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Genworth
Richmond, VA
You will be responsible for the oversight and management of GAAP and Statutory accounting and reporting, supporting large scale projects, developing and maintaining robust internal controls framework, and act as a key point of contact and strategic business partner to the Investments Front Office. Responsible for ensuring timely and accurate investments performance reporting, SEC reporting and Statutory reporting for Commercial Real Estate Loans, Limited Partnerships, and Middle Market Loans.
Vaco LLC
$170000 - $190000
New York, NY
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco LLC
$200000 - $300000
New York, NY
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Key ResponsibilitiesStrategic Advisory: Serve as the primary architect for complex client relationships, guiding high-net-worth and institutional principals through liquidity planning, cash flow management, and long-term wealth objectives.
Intrua Financial, LLC
Houston, TX
The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. Description:Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform.
Porter + Guide Wealth Management
Lansdale, PA
The dedicated team of financial advisors utilizes an intentional, purposeful, and proactive process to create financial plans and investment management strategies to help guide clients toward the future they’ve always envisioned. Porter + Guide Wealth Management, Harleysville, PA, is a trusted financial advisory firm dedicated to helping individuals and businesses achieve long-term financial success.
ameriprise
Vienna, VA
Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.
Vaco LLC
$80000 - $85000
Waukesha, WI
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
WSFS Bank
$156562 - $257207.5
Wilmington, DE
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.
ameriprise
Minneapolis, MN
Drive sales by developing, maintaining, and deepening relationships with new and existing DC-focused advisors; influences advisor choices using a consultative sales process and other performance improvement systems. • Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Columbia Threadneedles products and services.
Larson Financial Group, LLC
St. Louis, MO
The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. Description:Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform.
WSFS Bank
$130466 - $214338.5
Wilmington, DE
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Cultivate strong working relationships with clients and their advisors to develop a complete understanding of clients’ needs and seek to identify new business opportunities from the existing client base, prospects, and centers of influence.
Flagstar Bank
$84878 - $112463
New York, NY
Consistently executes Risk & Control Self-Assessments, Issue Management, Internal Operational Risk Loss Events, External Risk Events, Key Risk Indicator, Control Identification and Design, and Quality Assurance programs while supporting the ongoing improvement and transformation of these areas. The Wealth Management – Flagstar Advisors Risk & Controls Associate will help to design, build, transform and implement a risk management framework and lead the ongoing identification, assessment, and measurement of the business line’s material risks and key controls.
bdo consulting
$150000 - $225000
Austin, TX
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Vaco LLC
$75000 - $100000
Waukesha, WI
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Pitisci & Associates
Punta Gorda, FL
Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
The Piedmont Group
$70000 - $150000
Dunwoody, GA
Our industry-leading program is designed to help experienced Financial Advisors expand their impact, enhance client service, and accelerate practice growth. We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience.
Larson Financial Group, LLC
Indianapolis, IN
This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families. You’ll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm’s trading processes.
Jobot
$125000 - $175000
Westborough, MA
This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Thoroughbred Advisors - National Life Group
Latham, NY
We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals.
Colony Capital
$110000 - $120000
San Francisco, CA
Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.
Jobot
$150000 - $220000
Oakbrook Terrace, IL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
FTI Consulting
Houston, TX
Provide Treasury services to our clients that may include: initiating outgoing wires, if any, for approvals via online banking, check, or treasury management software system, coding invoices with proper general ledger accounts and post and in Yardi (or other ERP), responding to internal and external vendor inquiries and acts as internal and external accounts payable liaison, producing required reporting for internal or client purposes, ensuring timely payment of vendor invoices and expense reimbursements, or other functions typical of a Treasury function or department. The Senior Director, Treasury will support the continued build-out of our IA&R Treasury function including Treasury process and controls optimization, build-out of the client-serving team, overseeing, supporting and training junior Treasury professionals, strategy, design, and build of our Treasury technology infrastructure, and ensuring that our clients are provided with accurate, timely, and high-quality Treasury and AP services.
Colony Capital
$90000 - $115000
Portsmouth, NH
The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The role collaborates closely with executive leadership, business units, compliance, and audit to systematically identify, assess, and communicate risks affecting associates, clients, and the Company as a whole.
First Horizon Bank
Memphis, TN
Advisor is expected to: understand and identify the full range of risks related to processes, regulatory compliance, organization, policy, and technology; evaluate control design adequacy in complex business processes, perform and/or supervise control testing; document work performed in conformance with internal audit methodology; seasoned and strategically minded senior internal auditor with a deep understanding of banking and financial risk management; provide critical assurance and advisory services on the governance, risk management, and control frameworks surrounding Treasury and Financial Risk Management functions; and . Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partner with Sales, Operations, Technical Support and client service group to document workflow, define/re-engineer the service delivery process with a focus on simplicity and ease of doing business; establish key SLAs and metrics to measure success.
Colony Capital
Los Angeles, CA
The annualized base pay range for this role is expected to be between $125,000 base + commission Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicants skill set. As the Director, Institutional Consulting covering the western U.S. for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors.
Colony Capital
$70000 - $90000
Los Angeles, CA
Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services.
Air Line Pilots Association
$96027 - $167725
Tysons (McLean), VA
Generous health care benefits on day one – PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children; days paid vacation and holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid premiums for disability and life insurance; Flexible Spending and Health Savings accounts; Retiree health plan; Education Assistance Program; and, Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available. The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office.
Colony Capital
$145000 - $200000
Portsmouth, NH
SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform.
Colony Capital
$70000 - $90000
Los Angeles, CA
Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services.
Colony Capital
$150000 - $160000
Bellevue, WA
Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Amerant Bank
Coral Gables, FL
Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
ProPivotal
Boston, MA
As a Tax Manager, you will be responsible for leading and managing a team of tax professionals, preparing and reviewing complex federal, state, and local tax returns for individuals, businesses, and organizations. Provide tax planning and advisory services to clients, including reviewing and analyzing financial statements, accounting records, and relevant documentation.
bdo consulting
$250000 - $300000
Chicago, IL
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery.
The Computer Merchant, LTD.
$50 - $60
Saint Petersburg, FL
While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. This position focuses on advancing the RCS Advisor desktop experience by contributing across the full product lifecycle, including sourcing, ideation, scoping, design, development, and rollout of tools and enhancements that materially impact advisors.
NYL - Matthews
$86000 - $121000
Charlotte, NC
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with the clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day to day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
First Horizon Bank
Knoxville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.