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Investment Advisor Salary

A large fraction of take-home pay for Investment Advisors comes from commissions — just under one in three on average, in fact. The median overall income in this field is approximately $74K. In the world of Investment Advisors, total cash compensation can vary between $42K and $184K. Each package generally includes bonuses and profit sharing proceeds, and in exceptional cases, those amounts can reach heights of $50K and $34K, respectively. Geographic location is the biggest factor affecting pay for this group, followed by career duration. Job satisfaction for Investment Advisors is high. Roughly a fourth of professionals in this line of work do not receive benefits; however, a strong majority report medical coverage and over one-half claim dental coverage as well. Figures cited in this summary are based on replies to PayScale's salary questionnaire.

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$39,198 - $149,776

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$15.70 - $26.80

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Job Description for Investment Advisor

Banks and financial institutions employ investment advisors to work with existing customers to update their portfolio as needs, economic climate, and and their financial situations change. The advisor also works to attract new clients and customers as well, marketing themselves and their financial institution’s investment services.


Investment advisors should fully understand the range of their company's investment strategies, vehicles, and financial products; they should also be able to determine which of these strategies would work best for variety of clients. The advisor listens to their clients, helps them understand market trends, and helps them invest money to get maximum return. This involves not only continuing education on investment and market opportunities, but also keeping track of how the client views their existing portfolios. Many financial institutions expect an investment advisor to do some amount of active marketing of his or her services. This typically involves setting up investment seminars or luncheons, presenting prospective clients with an array of investment options and demonstrating ongoing successes of existing clients. Investment advisors typically work in an office environment during regular business hours, but they may schedule occasional investment seminars for marketing purposes during the evenings as well.

Many banks and institutions require financial advisors

have at least a bachelor’s degree in business or a related field; many prefer an advanced degree such as a master's of business administration (MBA. Additionally, investment advisors must have up-to-date certifications as required by the federal and state regulations. Banks typically prefer to hire investment advisors with at least three to five years of experience in a related position.

Investment Advisor Tasks

  • Guide clients through financial self-analysis, including goal setting and advice to reach goals.
  • Assist clients with estate management, tax returns, budgets, or other financial tasks.
  • Follow-up with clients on plans, track successes, and inform about modifications.

Financial Advisor Job Listings

Popular Skills for Investment Advisor

Survey results imply that Investment Advisors put a diverse skill set to use. Most notably, skills in Portfolio Management, Investment Management, Sales, and Investment Planning are correlated to pay that is above average. Those listing Client Interaction as a skill should be prepared for drastically lower pay. Financial Analysis and Investment Planning also typically command lower compensation. Most people skilled in Investment Management are similarly competent in Investment Planning.

Pay by Experience Level for Investment Advisor

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Investment Advisors generally obtain higher compensation for more plentiful past experience. Salaries for inexperienced workers average out to $78K, and those with five to 10 years' experience earn a higher median of $56K. Professionals who claim 10 to 20 years of experience can secure some pretty cushy paychecks; the median for this group is a six-figure $120K. Respondents who claim more than 20 years of experience may encounter pay that doesn't quite reflect their extensive experience; these veterans report a median income of around $130K.

Key Stats for Investment Advisor

Skills That Affect Investment Advisor Salaries

Portfolio Management

up arrow4%


up arrow2%up arrow12%

Financial Analysis

up arrow25%

Client Interaction

up arrow39%

Job Satisfaction

Extremely satisfied Rated 5 out of 5
based on 36 votes.


Years of Experience


Common Health Benefits

vision benefits

Vision: 47%

dental benefits

None: 25%

Category: Advisor

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