Registered Investment Advisor Jobs
Registered Investment Advisor jobs are open across wealth management, brokerage, banking, and independent advisory firms, from entry-level associate advisors to senior portfolio managers and principals, with specializations in financial planning, retirement accounts, and high-net-worth client services. Find a role that fits below and apply directly.
Find JobsLooking for remote work? View remote registered investment advisor jobs →Overview
Showing 5 of 91+ Registered Investment Advisor jobs




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.
-
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.
Registered Investment Advisor Jobs by Experience Level
See All 91 Registered Investment Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRegistered Investment Advisor 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 registered investment advisor jobs.
- Series 65 or Series 66 license required for state registration as an investment advisor representative
- Experience managing client investment portfolios and conducting financial planning consultations
- CFP, CFA, or similar professional designation preferred or required at senior levels
- Proficiency with portfolio management and financial planning software platforms
- Clean U4 record with no material regulatory disclosures or customer complaints
- Bachelor's degree in finance, economics, business, or a related field
Tips for Your Registered Investment Advisor Job Search
Lead your resume with credentials
Hiring managers for registered investment advisor roles scan for Series 65 or Series 66 licensure before reading anything else. List your FINRA licenses, any CFP or CFA designations, and your state registration status at the top of your resume, not buried in an education section.
Quantify your book of business
Firms want to know the AUM you've managed and the number of client households you've served. Replace vague phrases like 'managed client portfolios' with specific figures from your own history so hiring managers can immediately gauge your production level.
Target firms by their client demographic
RIA firms specializing in pre-retirees, business owners, or ultra-high-net-worth clients hire very differently. Read each firm's Form ADV Part 2 before applying to confirm their typical client profile matches your experience, then tailor your cover letter to that niche.
Apply early to roles that fit
Migrate Mate lists registered 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 a compliance disclosure narrative
Interviewers will ask about any U4 disclosures before extending an offer. Know exactly what you'll say about past regulatory events, arbitrations, or terminations. A clear, factual explanation prepared in advance signals professionalism and self-awareness that many candidates lack.
Negotiate on grid percentage, not base salary
Most RIA and wirehouse compensation structures are built around a payout grid tied to revenue generated. When negotiating, ask specifically about the payout percentage at your expected production level and any ramp-up period protections, since those levers often matter more than a signing bonus.
Registered Investment Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most registered investment advisors?
The most active employers for registered 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. Independent RIA firms and regional broker-dealers tend to post consistently throughout the year.
How many registered investment advisor jobs are remote?
About 73% of registered investment advisor openings are fully remote or hybrid as of November 2026, with availability varying significantly by firm type and seniority. Financial planning and portfolio analysis roles tend to offer the most location flexibility, while positions focused on in-person client acquisition or relationship management are predominantly on-site.
How do you become a registered investment advisor?
To become a registered investment advisor, you must pass the Series 65 exam administered by FINRA, or the Series 66 if you already hold a Series 7. After passing, you register with your state securities regulator or the SEC depending on AUM thresholds. Many candidates also pursue a CFP designation to strengthen their credibility with clients and employers before entering the field.
Can you get hired as a registered investment advisor with no experience?
Firms do hire entry-level candidates, typically into client associate or junior advisor roles that provide supervised practice experience before independent client management. Your Series 65 or 66 license signals seriousness, and a finance-related internship or paraplanner background helps significantly. Some firms run structured training programs specifically designed to build new advisors from the ground up.
What does the registered investment advisor interview process look like?
Most firms begin with a phone screen focused on licensing status and production history, followed by one or two in-person rounds covering your investment philosophy, client service approach, and business development strategy. Expect a compliance review of your U4 disclosures as a standard part of the process. Senior candidates are often asked to present a business plan or sample financial planning case study.
Where can I find and apply to registered investment advisor jobs?
You can find and apply to registered investment advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your experience, credentials, and preferred location, then apply directly to each listing without leaving the platform.
See All 91 Registered Investment Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs