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Entry Level Investment Advisor Representative Jobs

The Quintessential Experience

NY · On-site

$60K - $128K/yr

Bonus pay, Commission pay Investment Advisor Entry Level, Career Changer or Experienced Agent ... As a Financial Services Representative, you will work directly with individuals, business owners ...

Navy Federal Credit Union

Investment Advisor

Vienna, VA · On-site

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

Navy Federal Credit Union

Investment Advisor

Vienna, VA · Hybrid

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

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How much do entry level investment advisor representative jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for entry level investment advisor representative in the United States is $20.74, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $23.80 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Investment Advisor Representative, and why are they important?

To thrive as an Entry Level Investment Advisor Representative, you need a solid understanding of financial principles, investment products, and typically a bachelor's degree in finance or a related field, along with required licenses like the Series 7 and Series 66/65. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly expected. Excellent interpersonal skills, active listening, and strong ethical judgment help build trust and rapport with clients. These skills are crucial to effectively guide clients toward their financial goals while ensuring compliance and fostering long-term relationships.

What is an Entry Level Investment Advisor Representative?

An Entry Level Investment Advisor Representative is a financial professional who assists clients with investment planning and portfolio management under the supervision of more experienced advisors. They typically help clients understand their financial goals, recommend investment products, and provide ongoing account service. In this role, individuals often start by learning industry regulations, analyzing market trends, and developing client relationships. Most entry-level positions require passing licensing exams such as the Series 65 or Series 7, and working toward building experience in the financial services industry.

What are some common challenges faced by Entry Level Investment Advisor Representatives when building a client base?

Entry Level Investment Advisor Representatives often find that building a solid client base is one of the most significant initial challenges. This typically involves extensive networking, cold calling, and leveraging personal connections, which can be time-consuming and require resilience in the face of rejection. Success in this area often depends on persistence, active listening, and the ability to clearly explain financial products to prospective clients. Many firms provide training and mentorship to help new advisors develop effective prospecting strategies and build confidence in their client interactions.

What is the difference between Entry Level Investment Advisor Representative vs Financial Advisor?

AspectEntry Level Investment Advisor RepresentativeFinancial Advisor
CertificationsSeries 7, Series 66 (or 65), possibly CFPSeries 7, Series 66 (or 65), CFP often preferred
Work EnvironmentFinancial firms, banks, brokerage housesIndependent or firm-based, client-facing
Role FocusAssisting clients with investment products, sales, and supportProviding comprehensive financial planning and advice

Entry Level Investment Advisor Representatives typically focus on sales and client support within financial firms, holding necessary licenses like Series 7 and Series 66. Financial Advisors often provide broader financial planning services, with similar certifications but a more advisory role. Both roles work in similar environments, but Financial Advisors usually have more client responsibility and planning duties.

What cities are hiring for Entry Level Investment Advisor Representative jobs? Cities with the most Entry Level Investment Advisor Representative job openings:
What are the most commonly searched types of Investment Advisor Representative jobs? The most popular types of Investment Advisor Representative jobs are:
What states have the most Entry Level Investment Advisor Representative jobs? States with the most job openings for Entry Level Investment Advisor Representative jobs include:
Entry Level Investment Advisor Representative jobs near you

Investment Advisor

The Quintessential Experience

NY • On-site

$60K - $128K/yr

Full-time

Posted 17 days ago

Job description

Investment Advisor

Pay: $60,000.00 - $128,000.00 per year

Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance

Supplemental Pay: Bonus pay, Commission pay

Job Description:

Investment Advisor

Entry Level, Career Changer or Experienced Agent/Advisor

Ready to take your career and life to new levels of purpose, pride and satisfaction?

Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.

Discover a career in a high growth industry that can’t be offshored or outsourced.

By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York.

Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.

License reimbursement, training, and on-going education provided.

Competitive compensation and a full benefits package for qualified individuals.

Who should consider this career?

We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development.

However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life.

It is important to also have excellent communication skills, a strong work ethic, and desire to succeed.

To Learn More, Contact us or Visit Our Websites:

TQEfinancial.com

About TQE Financial - The Quintessential Experience in Financial Services

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.

One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

Flexible

Supplemental Pay:

Bonus pay

Commission pay

Education:

Bachelor's (Preferred)

Experience:

Sales: 3 years (Preferred)

Business development: 3 years (Preferred)

Work Location:

Jericho NY/Hauppauge NY

Paid Training: Yes