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Associate Investment Representative Jobs (NOW HIRING)

landmarkcu

Investment Representative

New Berlin, WI · On-site

... help our associates grow their careers. Bring your authentic self to work as part of an ... Assists in providing investment products and services to Landmark Credit Union members and ...

Pantheon

Associate, Investment

San Francisco, CA · On-site

$120K - $135K/yr

The Investment Associate will support the Global Infrastructure & Real Assets Investment team by ... Represent team and build rapport with partners and counterparties by attending GP/company board ...

Initio Capital

Investment Banking Associate

Manhattan, NY · Hybrid

$145K - $185K/yr

... This represents a sample Investment Banking Associate position commonly found through the Career ... Launch AI Talent Network . It is provided to help job seekers understand the responsibilities and ...

Msk

Associate, Investment Strategy

New York, NY · Hybrid

$152K - $251K/yr

Associate, Investment Strategy The Investment Management Division (IMD) is seeking an Investment ... Serve as lead IMD representative to current and prospective managers as well as industry ...

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Associate Investment Representative information

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$10

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$66

How much do associate investment representative jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for associate investment representative in the United States is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 per hour, depending on experience, location, and employer.

What is the difference between Associate Investment Representative vs Investment Advisor?

AspectAssociate Investment RepresentativeInvestment Advisor
CertificationsSeries 7, Series 63/66 (often required)Series 65 or 66, CFP (optional but preferred)
Work EnvironmentSupport role in financial firms, assisting senior staffClient-facing, providing personalized investment advice
Employer & Industry UsageFinancial services firms, brokeragesRegistered investment advisory firms, independent practices

While both roles involve working in the financial industry and require securities licenses, Associate Investment Representatives typically support senior staff and focus on client service and administrative tasks. Investment Advisors directly manage client portfolios and provide tailored investment advice. The roles differ mainly in responsibility level and client interaction, with Investment Advisors having a more client-centric and advisory focus.

What does an associate investment representative do?

An associate investment representative assists clients with investment products and services, providing support in account management, financial advice, and transaction processing. They often work under the supervision of senior representatives and may use financial software to help clients achieve their investment goals.

What cities are hiring for Associate Investment Representative jobs?

Cities with the most Associate Investment Representative job openings:

What states have the most Associate Investment Representative jobs?

States with the most job openings for Associate Investment Representative jobs include:

What are popular job titles related to Associate Investment Representative jobs?

For Associate Investment Representative jobs, the most frequently searched job titles are:

Infographic showing various Associate Investment Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $54,728 per year, or $26.3 per hour.

Investment Representative

Madison, WI • On-site

Landmark Credit Union
See more jobs at Landmark Credit Unionexternal

Full-time

Posted 14 days ago

Key responsibilities

  • Develops and maintains client relationships through meetings to assess financial goals and investment needs.

  • Provides investment and financial planning services by preparing financial plans, recommendations, and related documentation.

  • Manages client accounts and transactions by processing trades, monitoring account activity, and conducting account research.

Landmark Credit Union rating

9.0

Company rating: 9.0 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE:
Reports to the SVP, Landmark Investment Center. Assists in providing investment products and services to Landmark Credit Union members and prospective members. Supports client relationship development by conducting client meetings, gathering financial information, preparing recommendations and financial plans, and responding to client inquiries. Collaborates with credit union staff, fund and insurance companies, and LPL Financial to service client accounts, process transactions, and support the delivery of investment solutions under the guidance of senior advisors.
REQUIREMENTS:
1. High school diploma or equivalent, and a minimum of one year experience as a registered representative and be approved to operate as a registered representative of a broker/dealer affiliated with Landmark Credit Union, and adhere to the policies and procedures of that broker/dealer when working with any securities products.
2. Must hold a WI Life Insurance License and FINRA series 6 or 7 and 66 (or 63 & 65) Securities Licenses.
3. Experience or ability to gain proficiency in all programs and systems used for this job.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES:
1. Develops and maintains client relationships by conducting initial and ongoing review meetings to assess financial goals, risk tolerance, time horizon, and investment needs.
2. Provides investment and financial planning services by preparing financial plans, investment recommendations, applications, proposals, and related documentation.
3. Manages client accounts and transactions by processing securities trades, monitoring account activity and statements, and conducting account research with fund companies, insurance carriers, and broker-dealer partners.
4. Delivers responsive client service by handling client inquiries, preparing correspondence, coordinating mailings, and serving as a liaison between clients and external partners.
5. Maintains accurate client records by documenting client interactions and updating client information within contact management and recordkeeping systems.
6. Prepares for and conducts client reviews by analyzing account performance and creating materials to support client review meetings.
7. Promotes financial education and awareness by presenting at new hire training sessions and facilitating investment-related educational seminars.
8. Performs other duties as assigned.
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