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Financial Advisor Representative Jobs (NOW HIRING)

New York Life Insurance

Be Seen First

Financial Advisor

Manhattan, NY · On-site

We're seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance.

New

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning.

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

The Financial Advisor will have a deep understanding of investment markets and an ability for ... Expand and help drive Heffernan's presence in the high-net-worth market, including representation ...

Northwestern Mutual

Financial Advisor

Lafayette, LA · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the ...

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Financial Advisor Representative information

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$144K

How much do financial advisor representative jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial advisor representative in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a financial advisor representative?

A Financial Advisor Representative is a professional who provides clients with advice on investments, insurance, retirement planning, and other financial matters. They assess clients' financial needs and goals, recommend suitable financial products, and help create plans to achieve long-term financial stability. Financial Advisor Representatives often work for financial institutions, investment firms, or as independent consultants, and must stay current with market trends and regulations to best serve their clients.

How does a financial advisor representative collaborate with clients and internal teams to create personalized financial plans?

Financial Advisor Representatives work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They regularly collaborate with internal specialists—such as investment analysts, tax advisors, and insurance experts—to develop comprehensive, tailored strategies. This collaborative approach ensures that clients receive well-rounded advice and access to a wide range of financial products. Effective communication and teamwork are essential, as representatives often coordinate meetings, share insights, and adjust plans based on clients' changing needs.

What are the key skills and qualifications needed to thrive as a financial advisor representative?

To thrive as a Financial Advisor Representative, you need strong analytical abilities, financial planning expertise, and typically a bachelor's degree in finance, business, or a related field, often accompanied by FINRA Series 7 and 66 licenses. Proficiency with financial planning software, CRM platforms, and investment analysis tools is standard. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly help build lasting client relationships. These skills ensure accurate financial guidance, regulatory compliance, and client satisfaction, which are crucial for success in this client-centric role.

What are popular job titles related to Financial Advisor Representative jobs?

For Financial Advisor Representative jobs, the most frequently searched job titles are:

Financial Advisor Representative jobs near you

Investment Advisor Representative

Lewisville, TX • On-site

Bright Industries
Executive Offices • 201 - 500 employees
Learn more about Bright Industriesexternal

Full-time

Re-posted 13 days ago

Job description

At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative, you'll play an integral role in managing and growing client relationships.

Position Summary

The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience.

Key Responsibilities

  • Business Development 
  • Actively participate in client acquisition and referral efforts
  • Represent the firm at networking events, seminars, or educational workshops
  • Contribute to the growth and retention of the firm’s client base

Client Advisory & Relationship Management

  • Serve as a primary point of contact for assigned clients
  • Conduct client discovery meetings to understand financial goals, risk tolerance, and circumstances
  • Develop, present, and implement customized investment and financial planning strategies
  • Maintain ongoing client relationships through regular reviews, meetings, and proactive communication
  • Educate clients on investment strategies, market conditions, and financial planning concepts

Compliance & Documentation

  • Adhere to fiduciary duty and all applicable federal and state regulations
  • Maintain accurate and timely client records, notes, and documentation
  • Follow firm policies and procedures, including compliance and supervisory requirements
  • Complete required continuing education and licensing renewals

Qualifications

Required

  • Active Series 65 license (or Series 66 with Series 7)
  • Registered (or eligible to register) as an Investment Adviser Representative
  • Bachelor’s degree in finance, economics, business, or a related field
  • Strong understanding of investment principles, portfolio management, and fiduciary standards
  • Excellent interpersonal, communication, and presentation skills
  • High ethical standards and client-first mindset

Preferred

  • CFP®, CFA®, or other relevant professional designation (or progress toward one)
  • Experience working in an RIA or fiduciary advisory environment
  • Familiarity with financial planning software, CRM systems, and portfolio management platforms
  • Prior experience managing client relationships independently

OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

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