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Investment Advisor Representative Jobs in Wisconsin

Varsity Tutors

Series 65 Tutor

Milwaukee, WI · Remote

$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

Madison, WI · Remote

$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 ...

Northwestern Mutual

Financial Advisor

Appleton, WI

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Milwaukee, WI

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Germantown, WI

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Whitefish Bay, WI

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Mequon, WI

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Delafield, WI

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

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Investment Advisor Representative information

See Wisconsin salary details

$10K

$65.2K

$95.9K

How much do investment advisor representative jobs pay per year?

As of May 28, 2026, the average yearly pay for investment advisor representative in Wisconsin is $65,223.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,788.00 and $70,767.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Investment Advisor Representative, and why are they important?

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 are Investment Advisor Representatives?

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 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.

What are popular job titles related to Investment Advisor Representative jobs in Wisconsin? For Investment Advisor Representative jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Representative jobs in Wisconsin look for? The top searched job categories for Investment Advisor Representative jobs in Wisconsin are:
Investment Advisor Representative jobs near you
Infographic showing various Investment Advisor Representative job openings in Wisconsin as of May 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $65,223 per year, or $31.4 per hour.
Investment Advisor Representative

Investment Advisor Representative

BCI - Brokerage Consultants Inc

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

A fast-growing, independent wealth management group for a bank with multiple locations across Wisconsin is seeking an Investment Adviser Representative to join its expanding team. The firm manages hundreds of millions in client assets and is committed to delivering high-quality financial planning and investment management to individuals, families, and businesses throughout Wisconsin and beyond.
This individual will step in from day one as a key contributor, working directly with clients and leading financial planning conversations. The role offers strong upside and a clear path to grow into a Senior Advisor position.
Responsibilities:
Build and maintain relationships with new and existing clients, serving as the primary point of contact
Evaluate clients' financial goals, risk tolerance, income, and overall financial picture
Develop and deliver customized financial plans, including investment, retirement, insurance, and debt strategies
Recommend and implement appropriate investment solutions aligned with client objectives
Provide comprehensive client service, including meeting preparation, portfolio reviews, data gathering, implementation of recommendations, and ongoing account maintenance
Participate in client meetings, internal team discussions, and special projects as needed
Ensure compliance with all regulatory requirements and firm policies
Proactively source new business through referrals, internal leads, and networking efforts
Maintain a strong pipeline while meeting production, revenue, and asset-gathering goals
Requirements:
Bachelor's degree in Finance, Economics, Business, or a related field preferred
2-7 years of experience in financial services, wealth management, or a related field
Series 65 or 66 license required
Preferred: Series 7, 24, or 63 licenses
Preferred: CFP (Certified Financial Planner) designation or CFA (Chartered Financial Analyst)
Strong interpersonal and communication skills, with the ability to build rapport with clients
Detail-oriented with strong follow-through and accountability
The compensation package includes competitive base salary commensurate with experience, performance-based bonus program tied to individual and firm results, 401(k) with employer match, comprehensive insurance (health, dental, and vision), paid time off and paid holidays, continuing education reimbursement and professional development support, licensing exam sponsorship and study materials, and supportive team environment with regular team events.

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