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Advising Representative Jobs (NOW HIRING)

INB, N.A.

Investment Advisor Representative

Peoria, IL · On-site

$72K/yr

As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client ...

INB, N.A.

Investment Advisor Representative

Miami, FL · On-site

As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client ...

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$48.3K

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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

WealthBridge Financial Group

Canfield, OH

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Investment Advisor Representative at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply