Investment Advisor Jobs
Investment Advisor jobs are open across wealth management firms, banks, insurance companies, and independent financial planning practices, at every level from associate to senior and principal, with specializations in portfolio management, retirement planning, and financial planning. Scan the live roles below and apply to whichever ones fit.
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To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignment that are moderately difficult and under supervision.
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations.
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings.
- Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
- Establish, maintain, and develop business relationships with members and internal/external sources.
- Execute customer and broker purchase/sales orders of securities for current/new clients.
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment.
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions.
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership.
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies.
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits.
- Perform other duties as assigned or appropriate
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective skill building relationships through rapport, trust, diplomacy, and tack
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
- Experience in business development to include market strategy, product demonstration and promoting products and services
- Experience consulting with customers to assess their financial status and identify investment needs
- Effective knowledge of investment and insurance products
- Effective knowledge, to interpret industry related laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue designations e.g. CFP, ChFC, CLU
Additional Information
Hours:
- Monday - Friday, 8:30 AM - 5:00 PM
Locations:
- 3300 Olympus Blvd. Suite 550, Coppell, TX 75019
- 5550 Heritage Oaks Drive, Pensacola, FL 32526
- 9999 Willow Creek Road, San Diego, CA 92131
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
- FORTUNE 100 Best Companies to Work For® 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America’s Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
From Fortune . ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignment that are moderately difficult and under supervision.
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations.
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings.
- Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
- Establish, maintain, and develop business relationships with members and internal/external sources.
- Execute customer and broker purchase/sales orders of securities for current/new clients.
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment.
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions.
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership.
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies.
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits.
- Perform other duties as assigned or appropriate
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective skill building relationships through rapport, trust, diplomacy, and tack
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
- Experience in business development to include market strategy, product demonstration and promoting products and services
- Experience consulting with customers to assess their financial status and identify investment needs
- Effective knowledge of investment and insurance products
- Effective knowledge, to interpret industry related laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue designations e.g. CFP, ChFC, CLU
Additional Information
Hours:
- Monday - Friday, 8:30 AM - 5:00 PM
Locations:
- 3300 Olympus Blvd. Suite 550, Coppell, TX 75019
- 5550 Heritage Oaks Drive, Pensacola, FL 32526
- 9999 Willow Creek Road, San Diego, CA 92131
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
- FORTUNE 100 Best Companies to Work For® 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America’s Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
From Fortune . ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
See All 91 Investment Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Investment Advisor JobsInvestment Advisor Job Market
Who's Hiring
- Fifth Third Bank17
- PNC Financial Services14
- Truist7
- 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 jobs.
- Series 65 or Series 66 license required or ability to obtain within 90 days
- Bachelor's degree in finance, economics, business, or a related field
- Proven experience managing client investment portfolios and financial plans
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- FINRA Series 7 registration for roles involving securities recommendations
- CFP designation preferred for roles focused on comprehensive financial planning
Tips for Your Investment Advisor Job Search
Lead with your AUM and client metrics
Hiring managers for investment advisor roles want to see the value you've managed and the clients you've served. Quantify assets under management, client retention, and revenue generated on your resume instead of listing duties.
Highlight your FINRA licenses upfront
Series 65, Series 7, and Series 66 licenses are gatekeepers for most investment advisor postings. Put them in a dedicated credentials section near the top of your resume so reviewers don't have to hunt for them.
Target firms by their client segments
Job postings at RIAs serving high-net-worth individuals require different talking points than those at wirehouses or robo-advisory hybrids. Tailor your cover letter to the client base each firm serves, not just the job title.
Apply early to roles that fit
Migrate Mate lists investment advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a compliance and suitability interview
Investment advisor interviews often include scenario questions about regulatory requirements and client suitability standards. Practice walking through how you'd assess a client's risk tolerance and document your recommendations to show ethical and regulatory fluency.
Negotiate your payout structure, not just base salary
Compensation at many investment advisor firms is a mix of base pay, trailing commissions, and fee-based revenue splits. Know the grid structure before your offer conversation so you can negotiate the payout percentage and not just the fixed component.
Investment Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most investment advisors?
The most active employers for investment advisors 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. Demand is strongest at wealth management firms and independent registered investment advisors serving retail and high-net-worth clients.
How many investment advisor jobs are remote?
About 71% of investment advisor openings are fully remote or hybrid as of November 2026, with fully in-office roles more common at wirehouses and bank-affiliated firms. Financial planning and portfolio review work tends to be the most remote-compatible, while roles requiring regular in-person client relationship management are almost always on-site or hybrid.
How do you become an investment advisor?
Start by earning a bachelor's degree in finance, economics, or a related field, then pass the Series 65 exam to register as an investment advisor representative with your state. Most firms also require or strongly prefer the Series 7 for roles involving securities. Building client-facing experience through associate or financial planning assistant roles is a common entry path before moving into a full advisory seat.
How do you get hired as an investment advisor with little or no experience?
Many firms hire for client associate or financial planning assistant roles that do not require existing books of business, then promote from within. Passing your Series 65 or Series 66 before you apply signals readiness and removes a barrier for the hiring firm. Internships at RIAs or bank wealth management divisions are another direct route, as they often convert to full-time offers for candidates who demonstrate strong client communication skills.
What does the investment advisor interview process look like?
Most investment advisor hiring processes include an initial phone screen, followed by one or two rounds covering your financial planning knowledge, your approach to client acquisition, and how you handle compliance and suitability obligations. Many firms also include a case study or presentation where you build a sample financial plan or investment proposal for a hypothetical client profile to assess your technical and communication skills.
Where can I find and apply to investment advisor jobs?
You can find and apply to investment advisor jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your license level, specialization, and preferred client segment, then apply directly to each listing that fits.
See All 91 Investment Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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