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Entry Level Investment Advisor Representative Jobs

StaffBuffalo

Investment Advisor Associate

Buffalo, NY · On-site

$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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Entry Level Investment Advisor Representative information

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

As of Aug 23, 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 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 the key skills and qualifications needed to thrive as an entry level investment advisor representative?

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 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:

Entry Level Investment Advisor Representative jobs near you

Experienced Investment Advisor

Gerber Kawasaki Wealth Management

Santa Monica, CA

$65/hr

Full-time

Medical, Retirement

Re-posted 10 days ago

Job description

Are you currently an Investment Advisor looking to go to the next level? Tired of demanding and unrealistic quotas with lack of support? Come join our firm and take your career to the next level!


We provide our team with an unlimited amount of support from executives as well as senior management. We offer a competitive salary in addition to outstanding benefits!


We are one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country.


We currently manage over $2.1 billion for over 8,000 individuals. We specializes in comprehensive financial planning and wealth management services to assist clients in any stage of their lives to put them on track to attaining their financial goals. We have built a team of advisors with a mission to make a difference in their communities and around the world by providing financial advice, support, and education to their clients.


Gerber Kawasaki is seeking an individual with proficient oral and written communication skills. He or she must collaborate well in a team environment and is focused on developing strong client relationships through hard work and business entrepreneurship.


Some of the advantages of working at Gerber Kawasaki include:
Going Independent

  • Freedom to choose the best investments for your clients (fiduciary)
  • Higher payouts and generous bonus structure
  • Signing bonus for qualified representatives
  • Independent RIA & Insurance Agency
  • Low-cost trading, internet-based platform


Marketing and Leads

  • Online marketing platform that generates leads daily
  • Dedicated marketing team on staff
  • Strong social media presence on Facebook, Twitter and LinkedIn. Strong traditional media presence on CNBC, Bloomberg, Reuters, Fox Business, WSJ, Forbes, and more
  • GK client appreciation and networking events
  • E-newsletter with original content
  • Strong presence in the community

Resources and Support

  • Employee benefits, including health and disability insurance
  • Mentoring and support from our seasoned management team
  • CFP designation program paid by the company
  • Cutting edge practice management tools including Salesforce, WealthVision, Morningstar Workstation
  • E-signature full digital platform
  • Access to GK proprietary investment research
  • 4700 square foot fully staffed office with multiple client conference rooms

Our Ideal Candidate

  • Financial planning accreditation and securities licenses
  • College degree and at least 2 years of relevant work experience
  • Highest levels of integrity and ethics
  • Work ethic and discipline
  • Self-motivated and positive attitude
  • A vast network of contacts

We foster a team approach to growing your business within our structure. Our online, social media, and traditional marketing helps you build your business and open up opportunities. This is a unique opportunity to take your career to a new level with a fast-growing, dynamic, and diverse investment advisory firm. Email us your resume to schedule an interview. Learn more about us at www.gerberkawasaki.com or find us on Instagram, LinkedIn, Facebook, and YouTube (@gerberkawasaki).


Gerber Kawasaki offers competitive compensation and benefits package, including company sponsored health insurance benefits, 401k matching, and a generous wellness reimbursement to name a few. Salary range $65-75K DOE.


Gerber Kawasaki is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Gerber Kawasaki will provide reasonable accommodations for qualified individuals with disabilities.

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