ZipRecruiter

Log In

2

Entry Level Investment Advisor Representative Jobs

Lincoln Investment

Financial Advisor

Moosic, PA · On-site

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for sixteen years, is an ... representing over $60 billion in assets. We are a majority family-owned financial services firm ...

previous page

Showing results 41-60

All JobsInvestment Advisor Representative JobsEntry Level Investment Advisor Representative Jobs

Entry Level Investment Advisor Representative information

See salary details

$11

$20

$33

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

As of Aug 14, 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?

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.

How to become an entry level investment advisor representative?

To become an entry-level investment advisor representative, candidates typically need a bachelor's degree in finance, economics, or a related field. They must pass the Series 7 and Series 66 (or Series 65) exams administered by FINRA and often obtain state-specific licenses; gaining relevant internship experience can also improve job prospects.

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.

How do I become an entry level investment advisor representative?

To become an entry-level investment advisor representative, you typically need to complete the required licensing exams such as the Series 7 and Series 63, which are administered by the Financial Industry Regulatory Authority (FINRA). Additionally, a bachelor's degree in finance, economics, or a related field is often preferred, along with strong communication and analytical skills. Many firms also require background checks and registration with the SEC or state regulators before starting the role.

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

Registered Representative - State Farm Agent Team Member

Tim Broyles - State Farm Agent

Mcdonough, GA • On-site

$60K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

ROLE DESCRIPTION:
Position is located in McDonough, GA 30252. As a  with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
About the job: Build Client relationships and provide investment, retirement, and financial planning solutions tailored to individual goals. Develop new business, conduct ongoing client reviews, and deliver trusted financial guidance while meeting all regulatory and compliance requirements.
Why work here?: With nearly two decades of experience. We have a team and culture that is based on winning each day by discovering the needs of our customers and providing options to help protect their assets and income so they can accomplish their life goals.
RESPONSIBILITIES:
  • Educating and providing investment options based on customer's needs and wants
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field preferred (not required).
  • Preferred is to already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative. licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Growth potential/Opportunity for advancement within my office