Investment Advisor Assistant Jobs
Investment Advisor Assistant jobs are open across wealth management, banking, insurance, and brokerage firms, from entry-level support roles to senior associate positions, with specializations in portfolio administration, client relationship management, and financial planning support. Find a role that fits below and apply directly.
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General Information
Job Highlight
About the Region
The UNOPS Global Portfolios Office (GPO) brings together diverse expertise to help partners deliver impact worldwide. With hubs in New York, Geneva, and Vienna, and expert teams operating globally, GPO leads multi-regional initiatives that advance sustainable development, climate action, and peacebuilding - including in some of the world’s most challenging environments. By leveraging our collective expertise and global networks, GPO supports UNOPS’ strategic priorities and the Sustainable Development Goals across more than 130 countries. We work closely with major global partners - including governments, international financial institutions, and UN agencies - to deliver a wide range of services, such as project management, fund management, hosting services, and HR support.
About the Country/Multi-Country Office
From Geneva, UNOPS facilitates the achievement of the 2030 Agenda and the Sustainable Development Goals (SDGs), working with governments, other United Nations (UN) agencies and partners by providing quality services, integrated solutions and management support through strategic, cost-effective and results-oriented approaches. This includes supporting platforms and hosting high-profile, flagship initiatives and funds focusing on health, nutrition, water and sanitation, sustainable cities, environment, energy, climate and trade. UNOPS is a recognized resource for the UN system in Geneva - from fund management and oversight and advisory services, to providing hosting solutions to a range of global initiatives, as well as operational support to partner organizations.
About the Project Office
Sustainable Energy for All (SEforALL) has a global mandate to accelerate progress on the energy transition in emerging and developing countries. Hosted by UNOPS, we work at the intersection of energy, climate and development, partnering with governments and organizations worldwide to end energy poverty, double energy efficiency, significantly expand renewable energy and combat climate change.
Our vision is a world where everyone, everywhere, can lead a dignified life on a healthy planet, powered by sustainable energy. We promote this vision by pushing for higher ambitions, stronger policies, greater finance flows, increased localization and green jobs, and faster results toward an energy transition that leaves no one behind.
Former UN Secretary-General Ban Ki-moon launched the Sustainable Energy for All initiative in 2011. Since then, our CEO has served as the UN Secretary-General's Special Representative for Sustainable Energy for All and Co-Chair of UN-Energy.
About the Group
From Geneva, UNOPS facilitates the achievement of the 2030 Agenda and the Sustainable Development Goals (SDGs), working with governments, other United Nations (UN) agencies and partners by providing quality servces, integrated solutions and management support through strategic, cost-effective and results-oriented approches. This includes supporting platforms and hosting high-profile, flagship initiatives and funds focusing on health, nutrition, water and sanitation, sustainable cities, environment, energy, climate and trade. UNOPS is a recognized resource for the UN system in Geneva – from fund management and oversight and advisory services, to providing hosting solutions to a range of global initiatives, as well as operational support to partner organizations.
Job Specific Context
The main objectives of the Sustainable Cooling programme are: Provide advice, convene leaders and support policy progress on access to sustainable cooling; Develop tools and resources that enable partners to have improved decision making on access to sustainable cooling; Track and analyze access to sustainable cooling through Chilling Prospects; Mobilize new investment in sustainable cooling to meet the needs of the most vulnerable; Provide and lead communications efforts that improve understanding of access to sustainable cooling through #ThisIsCool.
Role Purpose
The Advisor Sustainable Cooling Investment plays a critical role within the Sustainable Cooling programme by leading the design, operationalization, and scaling of innovative financing mechanisms and investment frameworks. Working closely with governments, development finance institutions, private sector entities, and project developers, the Advisor Sustainable Cooling Investment directly supports:
- Market Enablement & Matchmaking: Driving the Sustainable Cooling Marketplace and disseminating investment guidance to address market barriers and connect solutions with investors in priority countries.
- Innovative Financing Instruments: Supporting the design, management, and operationalization of the Cool Finance Fund, focusing on results-based financing and revolving funds.
- Nature-Based Solutions: Developing financial incentive guidelines and investment frameworks for the Nature for Cooling Challenge (NCC) to assist target countries in creating bankable sustainable cooling projects.
- Targeted Project Support: Designing tailored financing mechanisms, such as local currency instruments, density bonuses, and blended finance structures to address urban heat risks and vulnerable populations.
- Strategic Partnerships: Contributing high-level technical expertise to SEforALL’s Energy Transition department, knowledge products, and multi-stakeholder investment dialogues.
This is a part-time retainer role, with an expected commitment of up to a total of 25 days over 12 months.
In duty stations where the National Professional Officer (NPO) category has been established by the International Civil Service Commission (ICSC), the contract modality (Local ICA or International ICA) may be evaluated based on the nationality and/or permanent residency status of the preferred candidate.
Functions / Key Results Expected
Under the supervision of the Director, Energy Solutions, the Advisor Sustainable Cooling Investment role will focus on the following activities:
Sustainable Cooling Marketplace
- Support the launch and dissemination of the ‘Investment Prospectus Guide’ for sustainable cooling in countries supported by the programme.
- Support the delivery of the Sustainable Cooling programme’s ‘Sustainable Cooling Marketplace’ in target countries, by working with the programme team to address market barriers to investment with data evidence, advising on project design and prioritization, and supporting matchmaking between solutions with investors in supported countries.
- Advise the Sustainable Cooling programme and Communities of Practice for Sustainable Cooling in supported countries on available sources of finance and innovation opportunities that can increase investment in sustainable cooling at the global and national level.
Financing Mechanisms for Sustainable Cooling
- Support the Sustainable Cooling programme’s efforts to leverage financial and business model innovation to increase investment in sustainable cooling technologies, with a particular focus on innovation benefiting vulnerable groups such as the rural and urban poor, women, and youth.
- Support the design, management, and operationalization of the Cool Finance Fund in an advisory capacity, with a focus on results-based financing, revolving funds and other innovative financing instruments for sustainable cooling.
- Advise the Sustainable Cooling programme and relevant multi-stakeholder platforms on capital sources, financial innovation, and market mechanisms to mobilize investment in sustainable cooling globally and nationally.
Financing Nature for Cooling
- Lead the development and implementation of financial incentive guidelines and investment frameworks for the Nature for Cooling Challenge (NCC), assisting target countries and developers in creating bankable sustainable cooling projects.
- Advise the Sustainable Cooling programme and relevant multi-stakeholder platforms on capital sources, financial innovation, and market mechanisms to mobilize investment in nature-based solutions for cooling globally and nationally.
Strategic Support and Partnerships
- Collaborate within the SEforALL Energy Transition department to expand organizational engagement in financing energy efficiency and cooling solutions across broader initiatives.
- Provide high-level technical and advisory input to internal and external partners, contributing to knowledge products, strategic proposals, and investment dialogues.
Skills
Competencies
Education Requirements
Required:
- An Advanced University Degree (Master’s Degree or equivalent) in energy, finance, business management, policy, economics, engineering or a related field is required.
- A first level university degree (Bachelor’s degree or equivalent) in energy, finance, business management, policy, economics, engineering or a related field with an additional two years of experience may be accepted in lieu of the master's degree.
Experience Requirements
- A minimum of 7 years of direct experience in energy and climate change financing, with a focus on energy efficiency is required.
- Demonstrated experience in enabling investment and business model innovation in sustainable energy technologies is required.
- Demonstrated experience supporting Governments, development agencies, or NGOs in the areas of investment mobilization for sustainable energy technologies is required.
Desired
- Experience or knowledge of sustainable cooling needs and solutions, as well as applicable business and financial models suitable to increase their adoption among people living with low incomes is desirable.
- Experience in designing energy efficiency financing initiatives in the Global South, in support of both public and private sector actors is an asset.
- Experience and familiarity with tools and methods of economic analysis, including deriving the net-present value of investments, internal rates of return, life-cycle costing, and derivation of concessional financing needs at the firm-level, among others is an asset.
- Experience coordinating or working in complex multi-stakeholder projects is considered an asset.
Language Requirements
Additional Information
- UNOPS does not accept unsolicited resumes.
- UNOPS will at no stage of the recruitment process request candidates to make payments of any kind.
- Applications to vacancies must be received before midnight Copenhagen time (CET) on the closing date of the announcement. Applications received after the closing date will not be considered.
- Only shortlisted candidates will be contacted and invited to proceed to the next stage of the selection process, which may include various assessments.
- UNOPS embraces diversity and is committed to equal employment opportunity. Our workforce consists of a wide range of nationalities, cultures, languages, races, gender identities, sexual orientations, and abilities. We strive to sustain and strengthen this diversity, fostering an inclusive working environment where all personnel are treated with respect and have equal access to opportunities.
- UNOPS evaluates all applications based on the skills, qualifications and experience outlined in the vacancy announcement. We are committed to a fair and transparent selection process and welcome diverse perspectives, including those of women, indigenous and racialized communities, individuals of diverse gender identities and sexual orientations, and persons with disabilities.
- We are committed to enabling all candidates to perform at their best during the assessment process. If you are shortlisted and require support or reasonable accommodation to complete any assessment, please inform our human resources team upon receiving your invitation. UNOPS has zero tolerance for sexual exploitation and abuse (SEA), sexual harassment, and other forms of abusive conduct, including discrimination, abuse of authority, and harassment. To uphold these standards, background checks are conducted for all final candidates to help ensure that individuals with a history of such conduct are not hired. By applying for a position with UNOPS, candidates acknowledge and consent to these verification processes.
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Terms and Conditions
- For staff positions only, UNOPS reserves the right to appoint a candidate at a lower level than the advertised level of the post.
- For retainer contracts, you must complete a few mandatory courses (they take around 4 hours to complete) in your own time, before providing services to UNOPS. Refreshers or new mandatory courses may be required during your contract. Please note that you will not receive any compensation for taking courses and refreshers. For more information on a retainer contract here.
- For more details about the contract types, please click here.
- All UNOPS personnel are responsible for performing their duties in accordance with the UN Charter and UNOPS Policies and Instructions, as well as other relevant accountability frameworks. In addition, all personnel must demonstrate an understanding of the Sustainable Development Goals (SDGs) in a manner consistent with UN core values and the UN Common Agenda.
- It is the policy of UNOPS to conduct background checks on all potential personnel. Recruitment in UNOPS is contingent on the results of such checks.
Investment Advisor Assistant Jobs by Experience Level
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Find JobsInvestment Advisor Assistant Job Market
Who's Hiring
- Fifth Third Bank16

- PNC Financial Services14

- Truist6

- Fisher Investments5

- Edelman Financial Engines4

Top Industries Hiring
- Banking & Financial Services
- Insurance
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in investment advisor assistant jobs.
- Bachelor's degree in finance, business, or a related field
- Active or eligible FINRA Series 7 and Series 66 registrations
- Experience with CRM software and financial planning tools
- Strong written and verbal client communication skills
- Proficiency in Microsoft Office, especially Excel and Word
- Familiarity with account opening, transfer, and compliance documentation processes
Tips for Your Investment Advisor Assistant Job Search
Lead your resume with compliance awareness
Hiring managers for investment advisor assistant roles scan for FINRA Series 7 or Series 66 registration, or active pursuit of them. If you're in process, say so explicitly. Burying it under a generic skills list costs you interviews.
Target openings by custodian platform experience
Many postings specify Schwab, Fidelity, or Pershing as the custody platform the team uses. Matching your resume to the platform named in the posting signals you can contribute on day one and shortens the screening conversation.
Apply early to roles that fit
Migrate Mate lists investment advisor assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Quantify client-facing support in your resume
Vague phrases like 'assisted advisors' won't move your application forward. Replace them with concrete activity: the number of client accounts you touched, types of reports you prepared, or how frequently you handled scheduling and documentation workflows.
Prepare a CRM and paperwork walkthrough for interviews
Expect interviewers to ask you to walk through how you'd onboard a new client, transfer an account, or handle a missing signature. Practicing a clear, step-by-step answer demonstrates you understand the operational side of advisory work, not just the financial concepts.
Follow up with a detail from the interview conversation
A generic thank-you email after a wealth management interview rarely stands out. Reference a specific topic from the conversation, such as the firm's planning software or a service model they described, to reinforce that you paid attention and fit their practice.
Investment Advisor Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most investment advisor assistants?
The most active employers for investment advisor assistants right now are Fifth Third Bank, PNC Financial Services, and Truist, and the most openings are in Texas, California, and Florida, based on current listings on Migrate Mate as of November 2026. Regional independent advisory firms and national broker-dealers tend to post the most consistently throughout the year.
How many investment advisor assistant jobs are remote?
About 73% of investment advisor assistant openings are fully remote or hybrid as of November 2026, with remote availability varying significantly by firm type. Financial planning support and scheduling tasks tend to allow more flexibility, while roles requiring wet signatures, in-person client meetings, or custodian platform access are more likely to require on-site presence.
How do you become an investment advisor assistant?
Start by earning a bachelor's degree in finance, economics, or business administration. Then pursue your FINRA Series 7 and Series 66 registrations, which most employers either require or sponsor for the right candidate. Building hands-on experience with CRM systems and financial planning software through internships or entry-level operations roles strengthens your application significantly.
Can you get hired as an investment advisor assistant with little or no experience?
Yes, some firms hire candidates without direct advisory experience if you've completed relevant coursework, hold or are pursuing FINRA registrations, and can demonstrate strong organizational and communication skills. Internships at brokerage firms, banks, or insurance companies are the most effective way to build a competitive profile before applying to full-time roles.
What does the investment advisor assistant interview process look like?
The process typically starts with a phone screen focused on your registration status and software familiarity, followed by one or two in-person or video interviews with the advisor or practice manager. Expect scenario questions about handling client documentation errors, managing advisor calendars under time pressure, and explaining how you'd prioritize competing administrative tasks during a busy market period.
Where can I find and apply to investment advisor assistant jobs?
You can find and apply to investment advisor assistant jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and credentials, then apply directly to each listing that fits.
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