8,571 Investment Advisor jobs in the United States

Description
Position Summary
We are looking for a licensed financial professional to join a collaborative advisory team. This position focuses on guiding clients through their financial journey-helping them organize, plan, and invest with confidence. The role emphasizes long-term relationship building, thoughtful investment strategies, and providing clear, tailored advice.
The ideal candidate is detail-oriented, communicative, and thrives in a team-based environment. This is not simply about handling accounts-it's about fostering trust, supporting financial decision-making, and creating lasting impact for clients.
Responsibilities
+ Engage in relationship development through client referrals, networking, and professional connections.
+ Maintain and strengthen client relationships through consistent communication, account reviews, and planning sessions.
+ Deliver customized guidance on investment strategies and financial planning aligned with individual goals and risk tolerance.
+ Oversee investment accounts, including asset selection, due diligence, and portfolio oversight.
+ Support onboarding and service processes to ensure a smooth client experience.
+ Monitor economic trends, investment opportunities, and regulatory updates to inform client recommendations.
+ Operate with fiduciary responsibility while adhering to compliance standards.
Benefits
+ Health, Dental, Vison- 100% covered for employee + premium for spouse or dependents
+ Life and Disability employer paid
+ Parental Leave
+ Bereavement Leave
+ PTO
+ Retirement - Simple IRA Plan - match is 3%
+ Client sending handbook and rates
Requirements
Qualifications
+ Bachelor's degree in business, finance, economics, or a related discipline preferred (equivalent experience considered).
+ Active Series 65 license, or Series 7 with 66.
+ 1-2 years of experience in financial services-client-facing, investment management, or planning.
+ Knowledge of financial products, portfolio construction, and planning concepts.
+ Strong communication and interpersonal skills; ability to simplify complex information for clients.
+ Proficiency with CRM platforms, Microsoft Office, and financial planning tools.
Preferred
+ CFP® designation, or currently pursuing certification.
+ Background working with higher-net-worth clients or families.
+ Exposure to areas such as retirement, estate, or tax planning.
+ Established referral network or client relationships.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Are you currently an Investment Advisor looking to go to the next level? Tired of demanding and unrealistic quotas with lack of support? Come join our firm and take your career to the next level!

We provide our team with an unlimited amount of support from executives as well as senior management. We offer a competitive salary in addition to outstanding benefits!

We are one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country.

We currently manage over $2.1 billion for over 8,000 individuals. We specialize in comprehensive financial planning and wealth management services to assist clients in any stage of their lives to put them on track to attaining their financial goals. We have built a team of advisors with a mission to make a difference in their communities and around the world by providing financial advice, support, and education to their clients.

Gerber Kawasaki is seeking an individual with proficient oral and written communication skills. He or she must collaborate well in a team environment and is focused on developing strong client relationships through hard work and business entrepreneurship.

Some of the advantages of working at Gerber Kawasaki include:

Going Independent

• Freedom to choose the best investments for your clients (fiduciary)
• Higher payouts and generous bonus structure
• Signing bonus for qualified representatives
• Independent RIA & Insurance Agency
• Low-cost trading, internet-based platform

Marketing and Leads

• Online marketing platform that generates leads daily
• Dedicated marketing team on staff
• Strong social media presence on Facebook, Twitter and LinkedIn. Strong traditional media presence on CNBC, Bloomberg, Reuters, Fox Business, WSJ, Forbes, and more
• GK client appreciation and networking events
• E-newsletter with original content
• Strong presence in the community

Resources and Support

• Employee benefits, including health and disability insurance
• Mentoring and support from our seasoned management team
• CFP designation program paid by the company
• Cutting edge practice management tools including Salesforce, WealthVision, Morningstar Workstation
• E-signature full digital platform
• Access to GK proprietary investment research
• 4700 square foot fully staffed office with multiple client conference rooms

Our Ideal Candidate

• Financial planning accreditation and securities licenses
• College degree and at least 2 years of relevant work experience
• Highest levels of integrity and ethics
• Work ethic and discipline
• Self-motivated and positive attitude
• A vast network of contacts

We foster a team approach to growing your business within our structure. Our online, social media, and traditional marketing helps you build your business and open up opportunities. This is a unique opportunity to take your career to a new level with a fast-growing, dynamic, and diverse investment advisory firm. Email us your resume to schedule an interview. Learn more about us at or find us on Instagram, LinkedIn, Facebook, and YouTube (@gerberkawasaki).

Gerber Kawasaki offers competitive compensation and benefits package, including company sponsored health insurance benefits, 401k matching, and a generous wellness reimbursement to name a few. Salary range $65-75K DOE.

Gerber Kawasaki is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Gerber Kawasaki will provide reasonable accommodations for qualified individuals with disabilities.

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Regional Director & Senior Vice President / Strategic Advisor & OCIO to Private Foundations, Non-Profit & Endowment Orgs. Thought Leader in Purpose

Please see details here:

Job Details

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Washington, DC $150,000.00-$185,000.00

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We are looking for a Registered Investment Advisor support to provide wealth management and investment services for our diverse clients. The role involves assessing financial goals, advising clients, and making product recommendations aligned with their risk profiles and investment objectives. The advisor may also assist with general office operations.

Responsibilities

1. Meet with new and existing clients to manage their investment accounts.
2. Review and analyze investment portfolios, including variable, fixed, and indexed annuities, as well as insurance policies, and make suitable product recommendations.
3. Execute trading and rebalancing of client portfolios as needed.
4. Create, monitor, and update investment portfolio models.
5. Communicate with clients regarding account management, technical support, and problem resolution.
6. Prepare reports and materials for client and prospect meetings using the latest investment software.
7. Implement securities trading strategies.
8. Ensure adherence to regulations related to securities, investments, and financial planning.
9. Conduct research and analysis, ensuring accuracy and timeliness.
10. Prepare correspondence, spreadsheets, and presentation materials for meetings and communications.
11. Prepare clients for meetings and anticipate their needs.
12. Participate in training to stay updated on current trends and enhance team skills.
13. Delegate tasks to support staff as needed.
14. Assist during tax season with return preparations and undertake special projects as assigned.

Desired Skills and Experience

• College degree in Business, Finance, or a related field.
• At least 5 years of relevant experience.

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Join to apply for the Investment Advisor / Financial Consultant role at Mainstay Capital Management, LLC

1 month ago Be among the first 25 applicants

Join to apply for the Investment Advisor / Financial Consultant role at Mainstay Capital Management, LLC

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Job Description

Join a growing Registered Investment Advisor with opportunity for advancement.

Job Description

Join a growing Registered Investment Advisor with opportunity for advancement.

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with $4.0 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 15 years and is also a Forbes fee-only "Top 100 Wealth Advisor".

Mainstay Capital Management is seeking an experienced Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding client base. Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses. Base salary ranges from $0,000 to 120,000 (dependent on experience level). Additional annual bonuses range from 30,000 to 130,000. We also provide a generous signing bonus.

We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care of our clients, and because we do so, we have significant referral business. We are a company that believes in taking care of clients first and the rest will follow.

20,000 Signing Bonus

Position responsibilities include:

• Managing existing client relationships.
• Developing new client relationships.
• This position is client relationship focused with no product sales or quotas to meet. Previous book/AUM not necessary.
• Candidate is responsible for understanding and communicating client's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client's broad range of financial needs.
• Candidate must be a flexible, open-minded team player with excellent organizational and communication skills.
  
  

Desired Skills & Experience

• Bachelors degree preferred (preference in finance or business).
• Minimum three years of work experience investment/finance industry.
• Solid understanding of financial markets and investments.
• Ideal candidate has experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning and insurance.
• Industry related designations (or working towards) such as CFP, CFA, or CPA preferred.
• Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.
• Ambition, high energy, and strong desire to succeed.
• Excellent communication and relationship building skills.
  
  

Company Description

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than 4.0 billion under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than 4.0 billion under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Investment Management

Referrals increase your chances of interviewing at Mainstay Capital Management, LLC by 2x

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**Overview:**
Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
**Primary Responsibilities:**
+ Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
+ Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations.
+ Communicate Wilmington Trust's investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner.
+ Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans.
+ Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations, for new business opportunities with prospects.
+ Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions.
+ Participate in sales effort. Identify and develop additional opportunities with existing clients.
+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
+ Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations.
+ Participate actively in Divisional projects and initiatives and group meetings and calls.
+ Serve as mentor for other trust professionals.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients, and their representatives.
**Education and Experience** **Required:**
Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience
Comprehensive industry and investment knowledge
Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations
Proficient personal computer skills with solid knowledge of pertinent office software
Demonstrated strong verbal and written communication skills
Demonstrated strong presentation skills
Experience listening and accurately interpreting client needs
Experience developing relationships and interacting with internal and external partners
Proven experience working effectively within a team environment
**Education and Experience Preferred:**
MBA (Master's degree in Business Administration)
CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification
Proven experience working with high net worth clients and complex client relationships
#LI-LA1
#WT
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Boston, Massachusetts, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Our client is looking for a seasoned Luxury Property Investment Advisor to operate within the vibrant real estate market of **Miami, Florida, US**. This critical role involves sourcing, analyzing, and presenting high-value investment opportunities to an affluent client base, including international investors, high-net-worth individuals, and institutional buyers. You will be responsible for cultivating and maintaining strong relationships with clients, understanding their investment objectives, risk tolerance, and financial goals. Your expertise will be crucial in identifying off-market deals, conducting comprehensive due diligence on properties, including market analysis, financial modeling, and legal/zoning reviews. The successful candidate will possess an in-depth understanding of luxury real estate trends, market dynamics, and investment strategies, particularly within prime South Florida locations. Responsibilities extend to negotiating purchase agreements, managing client portfolios, and providing ongoing market insights and advice. This position requires excellent analytical, negotiation, and communication skills, along with a proven track record of success in luxury real estate sales or investment advisory. A strong network within the real estate and investment communities is highly desirable. You will be expected to represent the firm with professionalism and integrity, ensuring client satisfaction and driving business growth. The ideal candidate will have a Bachelor's degree in Finance, Real Estate, Business Administration, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CCIM) are a plus. A Florida Real Estate License is required. This role offers a substantial earning potential, an attractive benefits package, and the opportunity to work with a leading firm in a globally recognized real estate market.

A recent hire told us ".just sitting in front waiting to interview, hearing the energy and collaboration, and seeing the technology and resources made me certain this would be a fantastic place to grow my career and myself."

Who Are We?

NAI is the largest Commercial Real Estate Brokerage Network in the world and a global "Top 5" Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. The culture we have grown is a major competitive advantage that will expedite your success.

We have an unprecedented and highly customized Salesforce platform that includes developed leads and business development systems, as well as a full time in-house data and salesforce administration team.

NAI Norcal teams have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients.

Who Are You?

• Minimum 1-3 years of commercial property management, asset management, leasing or sales experience
• Have worked on at least 10 real estate transactions in Retail, Office, Multifamily, STNL, Seniors Housing assets
• Or, if in property / asset management, has worked on at least 5 real estate transactions in disposition or acquisition of real estate investment assets
• Perhaps you've worked in development of real estate investment assets minimum of 3 years in finance capacity.

Helpful If You Have.

• Sales experience, specifically business outreach/development
• Perhaps you've started your own business in the past?
• Real Estate background
• MBA, Law Degree, PHD highly desirable

How Do We Partner With You? We develop the commercial sales leader in you celebrating every success as well as helping you to dissect every challenge. You'll participate in a proven and rigorous 10-week training program, including:

• Mentorship and coaching sessions from the best of the best
• Weekly training from industry vendors and leaders
• Regular role-playing with your cohort as well as managers
• Salesforce training technology assets to access the best leads
• Dedicated administrative and marketing support.

NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company.

As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space.

NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture.

As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae.

BRE License # 01870488

Senior Wealth Investment Advisor page is loadedSenior Wealth Investment Advisor Apply remote type Hybrid Position locations Boston, MA time type Full time posted on Posted 2 Days Ago job requisition id R78803Overview:

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.

Primary Responsibilities:

• Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
• Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations.
• Communicate Wilmington Trust's investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner.
• Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans.
• Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations, for new business opportunities with prospects.
• Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions.
• Participate in sales effort. Identify and develop additional opportunities with existing clients.
• Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
• Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations.
• Participate actively in Divisional projects and initiatives and group meetings and calls.
• Serve as mentor for other trust professionals.
• Understand and adhere to the Companys risk and regulatory standards, policies and controls in accordance with the Companys Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients, and their representatives.

Education and Experience Required:

Bachelors degree and a minimum of 7 years investment-related experience, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience, including a minimum of 7 years investment-related experience

Comprehensive industry and investment knowledge

Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated strong verbal and written communication skills

Demonstrated strong presentation skills

Experience listening and accurately interpreting client needs

Experience developing relationships and interacting with internal and external partners

Proven experience working effectively within a team environment

Education and Experience Preferred:

MBA (Masters degree in Business Administration)

CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification

Proven experience working with high net worth clients and complex client relationships

#LI-LA1

#WT

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 Annual (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation.Location Boston, Massachusetts, United States of America

About Us

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in peoples lives and uplift the communities we serve . M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&Ts affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Banks traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communitiescombining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values integrity, ownership, collaboration, curiosity, and candor drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. ViewM&Ts Human Capital Report to learn more.

Ready to join our team? Submit your application today!

If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at for assistance.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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