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Advising Representative information

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$29.5K

$48.3K

$78.5K

How much do advising representative jobs pay per year?

As of Jun 6, 2026, the average yearly pay for advising representative in the United States is $48,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What is the difference between Advising Representative vs Customer Service Representative?

AspectAdvising RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require certifications in advising or counselingHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentOffice settings, educational institutions, or financial firmsCall centers, retail, or service desks
Employer & Industry UsageEducational institutions, financial services, healthcareRetail, telecommunications, hospitality
Common Search & ComparisonAdvising Representative vs Customer Service Representative

Advising Representatives typically work in educational or financial settings, providing guidance and personalized support, often requiring specialized knowledge or certifications. Customer Service Representatives focus on assisting customers with inquiries or issues, usually in retail or service industries. While both roles involve communication skills, Advising Representatives offer more tailored advice, whereas Customer Service Representatives handle general customer support.

What cities are hiring for Advising Representative jobs? Cities with the most Advising Representative job openings:
Investment Advisor Representative

Investment Advisor Representative

Bright Industries LLC

Lewisville, TX • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Investment Advisor Representative

At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative, you'll play an integral role in managing and growing client relationships.

Position Summary

The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience.

Key Responsibilities

  • Business Development
  • Actively participate in client acquisition and referral efforts
  • Represent the firm at networking events, seminars, or educational workshops
  • Contribute to the growth and retention of the firm's client base

Client Advisory & Relationship Management

  • Serve as a primary point of contact for assigned clients
  • Conduct client discovery meetings to understand financial goals, risk tolerance, and circumstances
  • Develop, present, and implement customized investment and financial planning strategies
  • Maintain ongoing client relationships through regular reviews, meetings, and proactive communication
  • Educate clients on investment strategies, market conditions, and financial planning concepts

Compliance & Documentation

  • Adhere to fiduciary duty and all applicable federal and state regulations
  • Maintain accurate and timely client records, notes, and documentation
  • Follow firm policies and procedures, including compliance and supervisory requirements
  • Complete required continuing education and licensing renewals

Qualifications

Required

  • Active Series 65 license (or Series 66 with Series 7)
  • Registered (or eligible to register) as an Investment Adviser Representative
  • Bachelor's degree in finance, economics, business, or a related field
  • Strong understanding of investment principles, portfolio management, and fiduciary standards
  • Excellent interpersonal, communication, and presentation skills
  • High ethical standards and client-first mindset

Preferred

  • CFP, CFA, or other relevant professional designation (or progress toward one)
  • Experience working in an RIA or fiduciary advisory environment
  • Familiarity with financial planning software, CRM systems, and portfolio management platforms
  • Prior experience managing client relationships independently

OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

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