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Iar Jobs in Texas (NOW HIRING)

State IAR registration (S65 or S66) or ability to obtain within 150 days * Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days * Experience working in a ...

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Document sales calls, projects, investment opportunities, opportunities, contacts, success reports (IAR) and activity in CRM. * Maintain a Sales Action Plan (Gameplan) in CRM with linkage to all ...

Familiarity with at least one MCU IDE on Windows from ARM/Keil, IAR, Eclipse, or others. * Familiarity with Trust Zone for M-Class microcontrollers and/or Trusted Firmware for microcontrollers is ...

... Keil, IAR, Eclipse, or others. • The candidate must be able to independently manage assigned tasks, prioritize workload, and meet deadlines with minimal supervision. Proactive problem-solving ...

LabVIEW, IAR Workbench, Segger Debugger, JIRA, GitLab, Bitbucket * Languages: C, C++, C# * Scripting Languages: Shell scripts, Java Scripts, Python * Software Engineering: Manual Testing, Device ...

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Showing results 1-20

Iar information

See Texas salary details

$30.3K

$66.1K

$130.4K

How much do iar jobs pay per year?

As of Aug 19, 2026, the average yearly pay for iar in Texas is $66,125.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $72,700.00 per year, depending on experience, location, and employer.

What is an IAR?

An IAR (Investment Adviser Representative) is a professional who provides financial advice and investment recommendations to clients on behalf of a registered investment adviser (RIA). They analyze financial situations, develop investment strategies, and ensure compliance with regulatory requirements. IARs must be registered with the appropriate state or federal authorities and typically hold licenses such as the Series 65 or equivalent. Their role involves building client relationships, managing portfolios, and staying informed about market trends and regulations.

What are the key skills and qualifications needed to thrive in the IAR position, and why are they important?

To thrive as an Insurance Account Representative (IAR), you need a solid grasp of insurance products, risk assessment, and customer relationship management, typically supported by an insurance license in your state. Familiarity with CRM software, quoting platforms, and regulatory compliance systems is essential. Strong communication, problem-solving abilities, and attention to detail help you excel in client interactions and policy administration. These skills are critical to effectively manage client portfolios, ensure policy accuracy, and drive customer satisfaction in a competitive industry.

What are the typical advancement opportunities for an Insurance Account Representative (IAR)?

Insurance Account Representatives may advance to senior account management roles, supervisory positions, or transition into underwriting, claims, or sales management with experience and demonstrated performance. Many organizations offer professional development programs, mentorship, and training to support career progression. Additionally, obtaining advanced industry certifications or licenses can open doors to specialized roles or management tracks. The experience gained as an IAR provides a strong foundation for long-term growth within the insurance sector.

What can you do as an IAR?

An Investment Adviser Representative (IAR) provides investment advice, manages client portfolios, and recommends financial products. They typically hold certifications like the Series 65 or Series 66 and work in financial advisory firms or registered investment advisory firms. IARs must adhere to regulatory standards and maintain ongoing education to stay compliant.

What are the most commonly searched types of Iar jobs in Texas?

The most popular types of Iar jobs in Texas are:

Infographic showing various Iar job openings in Texas as of August 2026, with employment types broken down into 33% Full Time, 33% Part Time, and 34% Contract. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $66,125 per year, or $31.8 per hour.

Client Service Associate

Jobtailor

Houston, TX • On-site

$65 - $95/hr

Other

Posted yesterday

New


Job description

  • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
  • Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
  • Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
  • Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Requirements
  • Bachelors degree or equivalent
  • 3 - 5 years Relevant Experience Required
  • Series 7 or ability to obtain within 150 days
  • State securities agent registration (S63 or S66) or ability to obtain within 150 days
  • State IAR registration (S65 or S66) or ability to obtain within 150 days
  • Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
  • Experience working in a client service environment.
  • Detail orientated, strong math, and analytical skills.
  • Good organization and time management skills.
  • Able to manage multiple priorities and prioritizes effectively.
  • Able to independently work with minimal supervision.
  • Able to communicate with all levels within the organization.
  • Process oriented and can work with a team.
  • Strong computer and software skills.
Core Competencies

Demonstrates expertise in client servicing, financial planning, and investment research, with strong organizational and analytical skills. Proficient in managing multiple priorities and ensuring compliance with regulatory requirements.

Highest-signal resume keywords
  • Client Service Experience
  • Financial Planning
  • Investment Research
  • Series 7 Certification
  • Detail Oriented
ATS Optimization KeywordsHard Skills
  • Financial Planning
  • Investment Research
  • Data Entry
  • Document Preparation
  • Expense Management
  • Client Correspondence
  • Marketing Compliance
  • New Business Paperwork
  • Analytical Skills
  • Mathematical Skills
Soft Skills
  • Organization
  • Time Management
  • Communication
  • Team Collaboration
  • Independence
Certifications & Qualifications
  • Series 7
  • State Securities Agent Registration (S63 or S66)
  • State IAR Registration (S65 or S66)
  • Life, Accident, and Health Licenses
  • Variable Contracts
Industry Keywords
  • Client Service Environment
  • Financial Services
  • Investment Transactions
  • Marketing Events
  • Regulatory Compliance
Tools & Technologies
  • Contact Manager
  • Expense Management Software
  • Client File Management
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