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Investment Advisor Representative Jobs (NOW HIRING)

INB, N.A.

Investment Advisor Representative

Peoria, IL · On-site

$72K/yr

As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client ...

Crafted Staff

Investment Advisor #0161

Tampa, FL · On-site

$130K/yr

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client ...

Crafted Staff

Investment Advisor #0161

Tampa, FL · On-site

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client ...

The Quintessential Experience

NY

$60K - $128K/yr

Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental ... As a Financial Services Representative, you will work directly with individuals, business owners ...

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Investment Advisor Representative information

See salary details

$11K

$71.4K

$105K

How much do investment advisor representative jobs pay per year?

As of Jun 10, 2026, the average yearly pay for investment advisor representative in the United States is $71,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $77,500.00 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 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 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 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.
More about Investment Advisor Representative jobs
What cities are hiring for Investment Advisor Representative jobs? Cities with the most Investment Advisor Representative job openings:
What are the most commonly searched types of Investment Advisor Representative jobs? The most popular types of Investment Advisor Representative jobs are:
Who are the top companies hiring for Investment Advisor Representative jobs? The top employers for Investment Advisor Representative jobs are:
What states have the most Investment Advisor Representative jobs? States with the most job openings for Investment Advisor Representative jobs include:
What job categories do people searching Investment Advisor Representative jobs look for? The top searched job categories for Investment Advisor Representative jobs are:
Investment Advisor Representative jobs near you
Infographic showing various Investment Advisor Representative job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $71,428 per year, or $34.3 per hour.

Investment Advisor Representative

The Quintessential Experience

Jericho, NY

$60K - $128K/yr

Full-time

Posted 21 days ago

Job description

Job Title: Financial Professional/Financial Advisor

Pay and Benefits: $60,000.00 - $128,000.00 per year

Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance

Supplemental Pay: Bonus pay, Commission pay

Job Description:

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional

Entry Level, Career Changer or Experienced Agent/Advisor

Ready to take your career and life to new levels of purpose, pride and satisfaction?

Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.

Discover a career in a high growth industry that can’t be offshored or outsourced.

By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York.

Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.

License reimbursement, training, and on-going education provided.

Competitive compensation and a full benefits package for qualified individuals.

Who should consider this career?

We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development.

However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life.

It is important to also have excellent communication skills, a strong work ethic, and desire to succeed.

To Learn More, Contact us or Visit Our Websites:

TQEfinancial.com

About TQE Financial - The Quintessential Experience in Financial Services

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.

One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

Flexible

Supplemental Pay:

Bonus pay

Commission pay

Education:

Bachelor's (Preferred)

Experience:

Sales: 3 years (Preferred)

Business development: 3 years (Preferred)

Work Location:

Jericho NY/Hauppauge NY

Paid Training:

Yes