Investment Advisor Assistant Salary
The average Investment Advisor Assistant in the United States earns approximately $45K annually. Most workers in this position report high levels of job satisfaction. Most Investment Advisor Assistants survey respondents are women (78 percent). While some workers in this profession — nearly one in four — do not have any health coverage, more than half do receive medical benefits and more than half have dental insurance. This snapshot results from replies to PayScale's salary survey.
Job Description for Investment Advisor Assistant
Investment advisor assistants typically work independently in an office during regular business hours, and may occasionally work with co-workers and clients to ensure that their needs are met.Read More...
Basic organizational and computer skills are necessary in this position, and these assistants typically meet with their supervisor and upper management to receive feedback. They must be able to keep accurate and organized account records, make portfolios, make trade offers, and order appropriate items. They must also establish positive relations with their clients and maintain quality customer service, and close attention to detail is also important for success.
Investment advisor assistants must be able to multitask and maintain schedules while staying flexible, and employers generally require at least a four-year degree, five years of relevant experience, computer skills, a series 7 license, and at least two years of experience in financial operations.
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Pay by Experience Level for Investment Advisor Assistant
Median of all compensation (including tips, bonus, and overtime) by years of experience.
The average inexperienced worker earns $41K. It's worth noting that someone who has worked for five to 10 years can expect a smaller median salary of $41K. On average, Investment Advisor Assistants make $45K following one to two decades on the job. Survey participants who have worked for more than two decades report bringing in $46K on average.