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Salary and Benefits

Investment Advisor
$73K-$89K / yr. (est.)
$74K
$81,701 / year
$90K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Investment Advisor

What does an Investment Advisor do?

As Investment Advisors, we are responsible for scanning the marketplace, social media, and local/international news outlets to predict the future value of each asset within the company’s or customers’ portfolio. We advise all relevant stockholders on reducing their risk tolerance as they age and get closer to retirement while motivating younger investors to up their risk tolerance to maximize returns. We also prepare financial and business analysis reports, present and market new financial products and services.

Core tasks:

  • solicit new investors through cold-calling, emailing, hosting seminars & webinars
  • maintain and develop long-lasting relationships with new and existing investors

Insights

How Many Years of Experience Do Professionals Need Before Becoming Investment Advisor?
On average, people work 7+ years in other positions prior to becoming a Investment Advisor.
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Writer - ContractorAustin, TX - 9 months ago
wow, 7+ years? That's longer than my cats' life expectancy! 😱
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Marketing ManagerSeattle, WA - 9 months ago
I knew I wanted to be an Investment Advisor years ago, but 7+ years still seems daunting. 😫
How Long Do Investment Advisor Employees Typically Stay in Their Roles?
On average, Investment Advisors works in this position for 5+ years across multiple employers.
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Wealth ManagerHouston, TX - 9 months ago
The longer you stay, the more expertise you gain. Loyalty is highly valued in wealth management. 💼
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Financial AdvisorMiami, FL - 9 months ago
Some may see it as job-hopping, but I see a strong drive to expand knowledge and provide better financial advice to clients. 💡
What Is the Job Hopper Score for Investment Advisor Employees?
Frequent job changes in Investment Advisor, indicating a willingness to change companies and roles more frequently.
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Registered NurseHouston, TX - 9 months ago
Wow, I never realized Investment Advisors switched jobs so frequently. I guess they haven't found the perfect fit!
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Marketing ManagerNew York City, NY - 9 months ago
😳 Investment Advisors seem like they can't commitment to anything, looks bad when you're trying to build a long-term financial plan!

Career path

Path to job

Discover a Investment Advisor's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Investment Advisor typically studied at.
Arizona State University-Tempe
Brigham Young University-Idaho

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Investment Advisor Employees?
Gender ratio in Investment Advisor position: 0.826575943316651 Male and 0.173424056683349 Female. Age ratio in Investment Advisor position: 16-20: 3%, 21-30: 47%, 31-40: 25%, 41-50: 15%, 51-60: 8%, 60+: 2%. Investment Advisor position is predominantly male (82.7%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Investment AdvisorNew York City, NY - 9 months ago
It's disheartening to see such a lack of gender diversity in this profession. What actions can be taken to change this? 🙅
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Investment AdvisorMiami, FL - 9 months ago
The age breakdown is a bit surprising, as it seems older individuals are less represented. How can we bridge the gap and attract a more diverse age range? 🤔

Workplaces

Who Are the Top Employers for Investment Advisor?
Top employers of Investment Advisor position: PNC, Primerica, Transamerica Financial Advisors, Inc.. People who work in Investment Advisor position most typically go on to work for the PNC.
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Investment AdvisorBoston, MA - 9 months ago
Well, if PNC is the top employer for Investment Advisors, that must be a sign they know what they're doing. I'd love to work there!
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Investment AdvisorPhoenix, AZ - 9 months ago
Transamerica Financial Advisors, Inc. might be on this list, but I wouldn't waste my time with them. They don't provide proper support for their advisors!
PNC
Primerica
Transamerica Financial Advisors, Inc.
What Industries Does Investment Advisor Typically Have Experience In?
Industry Background: The most typical industries of Investment Advisor: Finance & Insurance, Real Estate / Rental / Leasing, Professional / Scientific / Technical, Administrative & Support, Information Technology. Investment Advisor employees most likely come from a Finance & Insurance industry background.
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Investment AdvisorHouston, TX - 9 months ago
Yeehaw! As an Investment Advisor in Houston, I'm always helping clients grow their portfolios. It's a wild ride, just like the Texas rodeo!
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Investment AdvisorMiami, FL - 9 months ago
Being an Investment Advisor in sunny Miami means working with clients from all over the world. It's like a financial vacation!

Find your job as Investment Advisor

Discussion about Investment Advisor

Want to know more about Investment Advisor position?
Share your thoughts and ideas about Investment Advisor position with others in our community.
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How balanced is the gender diversity among people working as an Investment Advisor?
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Liam Brown3 years ago
15% are women in this profession only.
What is the typical age to work as an Investment Advisor?
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Benjamin Gardner3 years ago
33 is the average age of people working as an Investment Advisor.
How many years of experience do you usually have as an Investment Advisor?
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Liam Brown3 years ago
You need 7 years of experience to work as an Investment Advisor.
Which industries should an Investment Advisor consider working in?
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Benjamin Gardner3 years ago
Finance & Insurance is typical for an Investment Advisor to work in.
What kind of higher education an Investment Advisor need?
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Isabella Holmes3 years ago
You should be fine with a Bachelor of Science degree
Which company is likely to have openings for Investment Advisor positions?
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Benjamin Gardner3 years ago
PNC, Primerica, Transamerica Financial Advisors, Inc., Voya Financial and Voya Financial Advisors Inc employs the most people in the Investment Advisor role.
How many years do people work as an Investment Advisor before changing their role?
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Benjamin Gardner3 years ago
More than 5 years is the typical lifespan for an Investment Advisor.
How common is it for an Investment Advisor to jump from company to company?
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Isabella Holmes3 years ago
A Investment Advisor is likely to work for multiple companies as an Investment Advisor.
What work history do people usually have before becoming an Investment Advisor?
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Liam Brown3 years ago
Financial Advisor, Vice President or Registered Representative are the typical prior positions for an Investment Advisor
What can be the next step in your career path from Investment Advisor?
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Liam Brown3 years ago
Consider the following: Financial Advisor, Vice President or Portfolio Manager
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Disclaimer

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