ZipRecruiter

Log In

1

Investment Advisor Representative Jobs (NOW HIRING)

The Quintessential Experience

NY

$60K - $128K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

PNC Bank

Senior Counsel--Investment Advisor

Birmingham, AL · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position will focus heavily on advising under the Investment Advisers Act of 1940 and the ... Represent PNC in interactions with regulators, external counsel, and counsel to counterparties ...

PNC Bank

Senior Counsel--Investment Advisor

Pittsburgh, PA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position will focus heavily on advising under the Investment Advisers Act of 1940 and the ... Represent PNC in interactions with regulators, external counsel, and counsel to counterparties ...

PNC Bank

Senior Counsel--Investment Advisor

Washington, DC · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position will focus heavily on advising under the Investment Advisers Act of 1940 and the ... Represent PNC in interactions with regulators, external counsel, and counsel to counterparties ...

PNC Bank

Senior Counsel--Investment Advisor

Philadelphia, PA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position will focus heavily on advising under the Investment Advisers Act of 1940 and the ... Represent PNC in interactions with regulators, external counsel, and counsel to counterparties ...

PNC Bank

Senior Counsel--Investment Advisor

Cleveland, OH · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position will focus heavily on advising under the Investment Advisers Act of 1940 and the ... Represent PNC in interactions with regulators, external counsel, and counsel to counterparties ...

WSFS Bank

Senior Investment Advisor

Hershey, PA

$133K - $219K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Investment Advisor will utilize a broad-based knowledge of complex investments and ... Represent Bryn Mawr Trust at outside/professional organizations, including media opportunities.

previous pagenext page

Showing results 21-40

All JobsInvestment Advisor Representative Jobs

Investment Advisor Representative information

See salary details

$11K

$71.4K

$105K

How much do investment advisor representative jobs pay per year?

As of Aug 12, 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?

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.

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 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 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 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 August 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 80% In-person, and 20% Hybrid job distribution, with an average salary of $71,428 per year, or $34.3 per hour.

Investment Advisor

Briaud Financial Advisors

College Station, TX • On-site

Full-time

Life, Retirement

Re-posted 17 days ago

Job description

We are a private wealth management firm seeking a people-oriented Investment Advisor who combines sharp investment acumen with creative thinking. In this role, you'll work directly with individual investors and families to shape their financial futures. This position is ideal for someone who enjoys both the rigor of financial strategy and the fulfillment of building meaningful client relationships. You will be a key contributor in shaping portfolios, sharing insights, and delivering a personalized experience that helps our clients feel confident in their financial future.
In this role, you will:
  • Communicate Investment Strategy Internally and Externally: Translate complex investment concepts into compelling, human language. Write insightful investment commentary, lead conversations with clients, and represent the firm's thinking clearly across the team.
  • Build and Present Portfolios in Line with Investment Models: Collaborate with clients and the investment team to construct tailored portfolios that align with both model guidance and individual goals. Share your thinking clearly and confidently with clients.
  • Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies. Own the execution process while looking for ways to improve efficiency and precision.
  • Maintain and Audit Portfolios: Monitor client portfolios through a systematic review process. Apply your attention to detail and sense of ownership to keep things on track.
  • Research New and Existing Investments: Bring intellectual curiosity and creative thinking to our research efforts. Evaluate current investments and explore new opportunities that support client and firm goals.
  • Contribute to the Investment Committee: Collaborate actively in committee meetings. You're not afraid to share ideas, question assumptions, or advocate for a new approach when appropriate.

We want to talk to you if:
  • You're People-Centered and Private-Client Focused: You love building relationships with real people-not just managing numbers. You enjoy helping individuals and families understand and feel confident in their financial journey.
  • You're an Investment Nerd with Empathy: You're passionate about markets and people. You can dive deep into economic trends one moment and clearly explain your thinking to a client the next.
  • You Take Initiative: You act without waiting for direction. You bring ideas to the table, follow through, and thrive in environments where your contributions shape the outcome.
  • You Think Creatively and Solve Problems: You're excited by challenges and open to unconventional solutions. When you see something that can be improved, you take the lead to make it better.
  • You Communicate with Purpose: You tailor your message to the audience, whether that's a one-on-one with a client or a presentation to the investment committee. You value clarity over jargon and aren't afraid to speak up when you have a new idea or perspective.
  • You Present with Clarity and Confidence: You enjoy turning complex ideas into understandable insights-whether in front of clients, peers, or leadership. You're comfortable thinking on your feet, open to feedback, and not afraid to be wrong in pursuit of better answers.
  • You Seek Excellence and Growth: You've pushed yourself in some area of life-whether in your career, education, athletics, or a personal pursuit-and you're always looking to grow.

Requirements
Required Qualifications:
  • Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA, JD)
  • 5 to 7 years of relevant experience
  • A collaborative mindset and a belief that no task is beneath you when it comes to serving the team and the client

Benefits Include:
  • 30 Days of Leave/Paid Office Closures
  • Flex Hours - We know life happens between 8 to 5 too
  • 401(k) with Safe Harbor employer matching
  • Continuing Education - paid professional dues, conference attendance, and training

Working Conditions:
  • Position Type: Full-time
  • Work Schedule: 40 hours/week, Monday - Friday, 8AM - 5PM
  • Location: Onsite in Bryan/College Station, Texas
  • Environment: Business Professional Office

Apply