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Investment Advisor Representative Jobs (NOW HIRING)

Beacon Pointe Advisors LLC

Wealth Advisor

Bellevue, WA · On-site

$150K - $250K/yr

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

Edelman Financial Engines

Inbound Investment Advisor

$50K - $67K/yr

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every ... As an Investment Advisor on the Engagement Center team, you'll demonstrate the value of our ...

Edelman Financial Engines

Inbound Investment Advisor

$50K - $67K/yr

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every ... As an Investment Advisor on the Engagement Center team, you'll demonstrate the value of our ...

Fifth Third

Senior Investment Advisor

Walnut Creek, CA · On-site

Representative of Fifth Third's investment management philosophy and platform with ability to ... Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment ...

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Investment Advisor Representative information

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$11K

$71.4K

$105K

How much do investment advisor representative jobs pay per year?

As of Jun 16, 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.

Can financial advisors make $500,000 a year?

Investment advisor representatives can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and high-value assets under management. Compensation often includes a combination of commissions, fees, and bonuses, and reaching this level typically requires advanced certifications like the CFP or CFA, along with a focus on high-net-worth clients.

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.

Is 200,000 enough to work with a financial advisor?

As an Investment Advisor Representative, working with a client who has $200,000 in assets is common, and many advisors set minimum investment thresholds that can range from a few thousand to several hundred thousand dollars. The suitability depends on the advisor's firm policies, client goals, and the services offered, such as financial planning or investment management. Having a diversified portfolio and understanding client needs are key factors in providing effective advice at this asset level.

How much do Investment Advisor reps make?

Investment Advisor Representatives typically earn a median annual salary between $60,000 and $100,000, depending on experience, location, and client base. Compensation often includes commissions or fees based on assets under management, and many hold certifications like the Series 65 or 66. Earnings can vary widely with performance and firm size.

What does an Investment Advisor representative do?

An Investment Advisor Representative (IAR) provides financial advice and investment management services 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. IARs typically work in financial firms and must adhere to regulatory standards and ongoing education requirements.

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
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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

Investment Advisor

Navy Federal Credit Union

Vienna, VA

Full-time

Posted 13 days ago

Navy Federal Credit Union rating

8.1

Company rating: 8.1 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignment that are moderately difficult and under supervision. 

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

  • FORTUNE 100 Best Companies to Work For 2025
  • Yello and WayUp Top 100 Internship Programs
  • Computerworld Best Places to Work in IT
  • Newsweek Most Loved Workplaces
  • 2025 PEOPLE Companies That Care
  • Newsweek Most Trustworthy Companies in America
  • Military Times 2025 Best for Vets Employers
  • Best Companies for Latinos to Work for 2025
  • Forbes 2025 America's Best Large Employers
  • Forbes 2025 America's Best Employers for New Grads
  • Forbes 2025 America's Best Employers for Tech Workers
  • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence 
  • Military.com Top Military Spouse Employers 2025 
  • 2025 Handshake Early Talent Award

From Fortune. 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
  • Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
  • Effective interpersonal, verbal, and written communications skills
  • Effective planning, organizational, time management and problem-solving skills
  • Effective skill building relationships through rapport, trust, diplomacy, and tack
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
  • Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
  • Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
  • Experience in business development to include market strategy, product demonstration and promoting products and services
  • Experience consulting with customers to assess their financial status and identify investment needs
  • Effective knowledge of investment and insurance products
  • Effective knowledge, to interpret industry related laws and government regulations
  • Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software
  • Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

Desired Qualifications

  • Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
  • Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
  • Desire to pursue designations e.g. CFP, ChFC, CLU

Additional Information

Hours: 

  • Monday - Friday, 8:30 AM - 5:00 PM (Hybrid) 


Location: 

  • 5510 Heritage Oaks Dr. Pensacola, FL 32526  
  • 820 Follin Lane, Vienna, VA 22180  
  • 9999 Willow Creek Road San Diego, CA 92131  
  • 11270 St Johns Industrial Parkway South Jacksonville, FL 32246  
  • 9001 Airport Freeway, 9th Floor Suite 925 North Richland Hills, TX 76180  
  • 1400 E Golf Road, Schaumburg, IL 60173 
  • 200 Lake Drive East, Suite 100, Cherry Hill, NJ 08002 
  • 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328
  • 295 Bendix Rd, Suite 250; Virginia Beach, VA 23452
  • Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.
  • Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations.
  • Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings.
  • Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
  • Establish, maintain, and develop business relationships with members and internal/external sources.
  • Execute customer and broker purchase/sales orders of securities for current/new clients.
  • Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
  • Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment.
  • Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions.
  • Monitor, track and report performance of individual sales plans and assigned strategies for leadership.
  • Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies.

  • Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits.

What Navy Federal Credit Union employees say

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About Navy Federal Credit Union

Sourced by ZipRecruiter

Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Vienna, VA, US

Year founded

1933

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