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Investment Advisor Representative Jobs in Michigan

Bankers Life

Entry Level Financial Advisor

Jackson, MI · On-site

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC ...

Varsity Tutors

Series 65 Tutor

Kalamazoo, MI · Remote

$18 - $40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Detroit, MI · Remote

$18 - $40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Ann Arbor, MI · Remote

$18 - $40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Bankers Life

Wealth Management Trainee

Lansing, MI · On-site

$43K - $52K/yr

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC ...

Bankers Life

Wealth Management Trainee

Holt, MI · On-site

$37K - $46K/yr

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC ...

Bankers Life

Wealth Management Trainee

Ann Arbor, MI · On-site

$41K - $50K/yr

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC ...

Bankers Life

Wealth Management Trainee

Brighton, MI · On-site

$40K - $49K/yr

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC ...

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All JobsInvestment Advisor Representative JobsInvestment Advisor Representative Jobs in Michigan

Investment Advisor Representative information

See Michigan salary details

$9.7K

$62.7K

$92.2K

How much do investment advisor representative jobs pay per year?

As of Sep 3, 2026, the average yearly pay for investment advisor representative in Michigan is $62,726.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,690.00 and $68,058.00 per year, depending on experience, location, and employer.

What is an investment advisor representative?

Investment Advisor Representatives (IARs) are financial professionals who provide investment advice and manage investment portfolios for clients. They are licensed individuals who work for or are associated with a Registered Investment Advisor (RIA) firm. IARs have a fiduciary responsibility to act in the best interests of their clients, offering guidance on financial planning, asset allocation, and investment strategies. Their role often includes analyzing financial information, recommending suitable investments, and helping clients achieve their financial goals.

What are the key skills and qualifications needed to thrive as an investment advisor representative?

To thrive as an Investment Advisor Representative, you need a solid understanding of financial markets, investment products, and portfolio management, typically supported by a bachelor's degree in finance or a related field and required licenses like the Series 65 or 66. Proficiency in financial planning software, CRM systems, and investment analysis tools is essential. Strong interpersonal skills, ethical judgment, and the ability to explain complex concepts clearly help build client trust and long-term relationships. These skills are crucial for delivering sound financial advice, ensuring regulatory compliance, and fostering client satisfaction and retention.

What are some common challenges investment advisor representatives face in building and maintaining a client base?

Investment Advisor Representatives often encounter challenges such as establishing trust with new clients, differentiating their services in a competitive market, and consistently meeting clients' evolving financial goals. Building a strong referral network and maintaining ongoing communication are key to client retention. Additionally, staying updated on regulatory changes and market trends is essential to providing relevant, compliant advice and fostering long-term relationships.

What is the difference between Investment Advisor Representative vs Financial Advisor?

AspectInvestment Advisor RepresentativeFinancial Advisor
CredentialsTypically holds Series 65 or 66, and may have CFP or other certificationsOften holds CFP, Series 7, 66, or 65, depending on services offered
Work EnvironmentWorks for registered investment advisory firms, providing personalized investment adviceWorks independently or for firms, offering comprehensive financial planning and investment advice
Employer & Industry UsageRegistered with SEC or state regulators, primarily in investment advisory firmsEmployed by banks, brokerages, or independent firms, serving a broad client base

Investment Advisor Representatives and Financial Advisors often share similar credentials and work environments, but their roles differ slightly in scope and regulatory registration. Investment Advisor Representatives focus on providing investment advice through registered advisory firms, while Financial Advisors may offer broader financial planning services across various settings.

How do you become an investment advisor representative?

To become an investment advisor representative, you typically need to pass the Series 65 exam or a combination of Series 7 and Series 66 exams, obtain sponsorship from a registered firm, and meet any state-specific licensing requirements. Additionally, a background check and compliance with industry regulations are required before working in the role.

How much do investment advisor representatives make?

Investment Advisor Representatives typically earn a median annual salary of around $70,000 to $100,000, depending on experience, location, and client base. Compensation often includes commissions, fees, and bonuses, and requires licensing such as the Series 65 or Series 7 exams.

What does an investment advisor representative do?

An investment advisor representative provides financial advice and investment recommendations to clients, helping them develop strategies to meet their financial goals. They analyze clients' financial situations, recommend suitable investment products, and often hold licenses such as the Series 65 or Series 7. These professionals typically work under the supervision of a registered investment advisor and must adhere to regulatory standards.

What are popular job titles related to Investment Advisor Representative jobs in Michigan?

For Investment Advisor Representative jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Representative jobs in Michigan look for?

The top searched job categories for Investment Advisor Representative jobs in Michigan are:

Investment Advisor Representative jobs near you
Infographic showing various Investment Advisor Representative job openings in Michigan as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 64% Physical, 1% Hybrid, and 35% Remote job distribution, with an average salary of $62,726 per year, or $30.2 per hour.

Retirement Plan Associate

Midwest Capital Advisors

Grand Rapids, MI • On-site

$60K - $70K/yr

Full-time

Life, Retirement

Posted 15 days ago

Key responsibilities

  • Coordinate plan-level and participant-level service offerings in conjunction with advisers

  • Act as liaison between retirement plan clients and plan's Recordkeeper/TPA/Benefit Counsel

  • Assist in the establishment and maintenance of retirement plan client files and CRM records

Job description

WHO WE ARE: Midwest Capital Advisors was founded in 2003 on a sole principle: always do what is right for the client. We are an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We are a recognized, growing leader and we pride ourselves in being a transparent, independent advisory firm where people feel comfortable working with us. From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions and are guided in our work by our core values: be real, be professional, do the right thing, and have fun. We are building a team with passion to improve the lives of our clients and having fun while we do it and we'd love for you to join us! WHAT YOU'LL DO:Our firm is growing, and we are searching for a proactive, reliable Retirement Plan Associate to support our defined contribution retirement plan practice. You will make an impact by helping manage customized, high value add 401(k) and 403(b) offerings for our clients. You will get the opportunity to communicate directly with clients and meet with them alongside our advisors. In this role, you will learn from a cohesive team of licensed professionals. We will train, mentor, and coach you as you build your retirement plan acumen, develop your skills, and establish a successful career. This position has the potential for growth into a lead advisory role, but does not initially involve any sales. Specifically, you will:Coordinate plan-level and participant-level service offering in conjunction with advisersAct as liaison between retirement plan clients and plan's Recordkeeper/TPA/Benefit CounselHandle inbound participant inquiries, enrollments, and transfersAssist in the establishment and maintenance of retirement plan client files and CRM recordsAttend sales presentations for new retirement plan prospects and ongoing committee meetings for existing clientsAttend (and eventually present at) retirement plan enrollment meetingsStay current and knowledgeable on all aspects of the qualified plan market (including products, compliance, technology, etc.)WHAT YOU BRING:Bachelor's degree in finance, economics, business, or related fieldAt least one (1) year of relevant investment and financial advisory experience, preferably involving 401(k) and/or 403(b) plansRegistered as an Investment Advisor Representative in the state of Michigan or able to become registered within the first six monthsDemonstrated ability to communicate complex financial topics clearly and effectivelyStrong attention to details, analytical skills, and problem-solvingTrack record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following throughDemonstrated ability to learn and adopt new technologies, AI tools, software platforms, and digital workflows quicklyEntrepreneurial mindset, positive attitude, and eagerness to learn and growWHAT YOU'LL GET:Competitive total compensationBonus opportunity401(k) profit sharing plan4 weeks of paid time off9 paid holidaysVolunteer time offSummer hoursPhone stipendMedical benefits with HSA contributionsFamily-oriented cultureCollaborative work environmentDedication to a strong work life balanceRewarding career path with growth opportunitiesPaid association membershipsCharitable donations/contributionsIf you like tackling challenges and are enthusiastic about joining a fun team, we would love to hear from you! Apply now!Midwest Capital Advisors is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status.
Job Posted by ApplicantPro