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Entry Level Investment Advisor Representative Jobs

StaffBuffalo

Investment Advisor Associate

Buffalo, NY

$100K - $120K/yr

Investment Advisor Associate Overview: StaffBuffalo is working with a wealth management company in ... pay range represents what we believe at the time of this job posting, that our client would be ...

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Edelman Financial Engines

Outbound Investment Advisor

$85K - $97K/yr

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every ... As the Investment Advisor, you will make outbound client calls and provide financial planning ...

Edelman Financial Engines

Outbound Investment Advisor

$85K - $97K/yr

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every ... As the Investment Advisor, you will make outbound client calls and provide financial planning ...

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Entry Level Investment Advisor Representative information

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

As of Jul 2, 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

Financial Advisor/Agent

Kohr Financial and Insurance Services

Irvine, CA

Full-time

Posted 11 days ago

Job description

We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals.

Responsibilities:


  • - Build connections and establish relationships with new clients.
  • - Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
  • - Gather information that reflects clients' visions for the future.
  • - Research and develop strategies to achieve those visions.
  • - Implement financial and insurance products that support the client's overall objectives.
  • - Periodically review progress with the client as needed.
  • - Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.


Qualifications:


  • Prior experience in insurance, investments, banking, finance, or related fields is essential.
  • Proficiency in computer skills and various software programs is also required.
  • A good understanding of different investment products and services is necessary.
  • It is also essential to be able to build strong relationships with clients.
  • Additionally, candidates should demonstrate strong analytical and critical thinking skills and exceptional written and verbal communication abilities.


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