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Iar Jobs in Texas (NOW HIRING)

smcnorthamerica

Manager National Industry

Austin, TX · On-site

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 ...

Ztek Consulting INC

Firmware Engineer

Plano, TX · On-site

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

Ambiq Micro, Inc.

Software Architect

Austin, TX

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 ...

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Showing results 1-20

All JobsIar JobsIar Jobs in Texas

Iar information

See Texas salary details

$30.3K

$66.1K

$130.4K

How much do iar jobs pay per year?

As of Aug 31, 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 popular job titles related to Iar jobs in Texas?

For Iar jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Iar jobs in Texas look for?

The top searched job categories for Iar jobs in Texas are:

Iar jobs near you
Infographic showing various Iar job openings in Texas as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $66,125 per year, or $31.8 per hour.

Investment Advisor Representative

Bright Industries

Lewisville, TX • On-site

Full-time

Re-posted 4 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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