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Investment Advisor Representative Jobs (NOW HIRING)

Beacon Pointe Advisors LLC

Wealth Advisor

Columbia, MD · On-site

$125K - $175K/yr

Licensed as an investment advisor representative (RIA). * Experience managing client relationships in a fiduciary fee-only environment preferred. * Experience with qualified plans preferred.

Wsfsbank

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.

WSFS Bank

Senior Investment Advisor

Hershey, PA · On-site

$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.

Wsfsbank

Senior Investment Advisor

Hershey, PA · On-site

$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.

Edelman Financial Engines, LLC

Inbound Investment Advisor

$50K - $67K/yr

  • Medical

  • Dental

  • Retirement

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every ... As an Investment Advisoron theInbound Advisor team, you'll play a pivotal role by delivering ...

StaffBuffalo

Investment Advisor Associate

Buffalo, NY · On-site

$100K - $120K/yr

  • PTO

Investment Advisor Associate Overview: StaffBuffalo is working with a wealth management company in ... pay range represents what we believe at the time of this job posting, that our client would be ...

Ascensus

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire. * Experience with analysis and support of 3(38) offerings preferred * Excellent communication ...

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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:
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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.

Wealth Advisor

Beacon Pointe Advisors LLC

Columbia, MD • On-site

$125K - $175K/yr

Full-time

Posted 8 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Columbia, MD office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high-net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.

Responsibilities

  • Providing a best-in-class service experience for a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing.
  • Developing new client relationships through contacts and networking.
  • Developing business through retail custodial branches at Charles Schwab & Fidelity.
  • Servicing and advising clients relative to their wealth management, investment, and financial planning needs.
  • Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans.
  • Representing the firm in a positive and professional manner.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred).
  • 4-8 years of industry experience.
  • Professional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred).
  • Licensed as an investment advisor representative (RIA).
  • Experience managing client relationships in a fiduciary fee-only environment preferred.
  • Experience with qualified plans preferred.
  • Ability to handle multiple tasks and complete in a timely manner.
  • Proficient in Excel, PowerPoint and Outlook.
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
  • Public Accounting experience is a plus.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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