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Investment Advisory Representative Jobs (NOW HIRING)

Stifel

Advisory Marketing Specialist Sr

Saint Louis, MO

$75K - $93K/yr

... • Represent the Investment Products & Services Department at advisor-facing events (including Stifel branch visits and recruiting events) to drive awareness and adoption of Stifel's Advisory ...

Stifel

Advisory Marketing Specialist Sr

Saint Louis, MO · On-site

$75K - $93K/yr

... • Represent the Investment Products & Services Department at advisor-facing events (including Stifel branch visits and recruiting events) to drive awareness and adoption of Stifel's Advisory ...

Stifel

Advisory Marketing Specialist Sr

Saint Louis, MO · On-site

$75K - $93K/yr

Represent the Investment Products & Services Department at advisor-facing events (including Stifel branch visits and recruiting events) to drive awareness and adoption of Stifel's Advisory Programs.

Northwestern Mutual

Investment Associate

Baxter, MN

Cowell Financial is an established, comprehensive financial advisory firm located in the beautiful ... To view detailed disclosures regarding individual representatives, view their information at ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Cowell Financial is an established, comprehensive financial advisory firm located in the beautiful ... To view detailed disclosures regarding individual representatives, view their information at ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Cowell Financial is an established, comprehensive financial advisory firm located in the beautiful ... To view detailed disclosures regarding individual representatives, view their information at ...

Dale P. Guidry Jr. State Farm

Be Seen First

Licensed Investment Registered Representative

Humble, TX · On-site

$55K - $65K/yr

Job Overview Job Title: Investment Registered Representative Employment Type: Full-Time ... Minimum 2-5 years of retail investment advisory experience. * Clean CRD record: No active ...

Dale P. Guidry Jr. State Farm

Be Seen First

Licensed Investment Registered Representative

Humble, TX · On-site

$55K - $65K/yr

Job Overview Job Title: Investment Registered Representative Employment Type: Full-Time ... Minimum 2-5 years of retail investment advisory experience. * Clean CRD record: No active ...

Advisor Group

Financial Professional

Scottsdale, AZ · On-site

$50K/yr

Representative, if providing investment advisory services, will cause to be delivered to customers and prospective customers the applicable Form ADV and such other disclosures as are required by ...

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Investment Advisory Representative information

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How much do investment advisory representative jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for investment advisory representative in the United States is $27.30, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $35.34 per hour, depending on experience, location, and employer.

How does an Investment Advisory Representative typically collaborate with other financial professionals to serve clients?

Investment Advisory Representatives frequently work closely with other financial professionals such as tax advisors, estate planners, and insurance agents to create comprehensive financial strategies for clients. This collaboration ensures that all aspects of a client’s financial life are considered, leading to more tailored and effective recommendations. Regular meetings and coordinated planning sessions are common, and strong communication skills are essential for maintaining alignment among all parties. This team-based approach not only benefits clients but also provides IARs with valuable learning opportunities and professional networking.

What is the difference between Investment Advisory Representative vs Financial Advisor?

AspectInvestment Advisory RepresentativeFinancial Advisor
CredentialsTypically holds Series 65 or 66, and possibly other licensesMay hold Series 7, 66, or 65, along with certifications like CFP
Work EnvironmentWorks for registered investment advisory firms, providing personalized investment adviceWorks in banks, brokerages, or independent practices, offering broader financial planning
Employer & Industry UsageCommonly employed by RIAs, focusing on investment managementUsed across financial services, including brokerage firms and independent advisors

Investment Advisory Representatives primarily work for registered investment advisory firms, focusing on personalized investment advice and portfolio management. Financial Advisors may work in various settings, providing comprehensive financial planning. While their roles overlap, the key difference lies in their licensing, employer, and scope of services.

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

To thrive as an Investment Advisory Representative, you need a strong background in finance, investment analysis, and portfolio management, usually supported by a relevant bachelor’s degree and required securities licenses (such as Series 65 or 66). Familiarity with financial planning software, CRM systems, and market research tools is commonly expected. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly are crucial soft skills. These abilities are essential for building trust, providing sound advice, and ensuring compliance with industry regulations in order to help clients achieve their financial goals.

What is an Investment Advisory Representative?

An Investment Advisory Representative (IAR) is a financial professional who provides investment advice and manages investment portfolios for clients. They are typically employed by or affiliated with a Registered Investment Adviser (RIA) firm and are required to act in the best interests of their clients, following a fiduciary standard. IARs must be registered with state or federal authorities, depending on the size of the firm, and often hold licenses such as the Series 65. Their responsibilities include assessing client financial needs, developing investment strategies, and monitoring portfolio performance.
More about Investment Advisory Representative jobs
What job categories do people searching Investment Advisory Representative jobs look for? The top searched job categories for Investment Advisory Representative jobs are:
Investment Advisory Representative jobs near you
Infographic showing various Investment Advisory Representative job openings in the United States as of June 2026, with employment types broken down into 91% Full Time, 6% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $56,785 per year, or $27.3 per hour.

Investment Advisory Sales Representative

Gradient Investments, LLC

Arden Hills, MN • On-site

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Do you love the financial services industry but are sick of the “sink or swim” agent life? Are you at a big corporate company and are looking for something faster paced and exciting?
We are seeking experienced sales professionals who are ready to advance their careers in the investment advisory industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance-based compensation.
What You’ll Do
  • Recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Investments, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy.
  • Consult with IARs to support the growth of their firm and recommend best practices
  • Be an extension of their team when aligning goals and sales priorities
  • Present the value of affiliating with Gradient Investments, including access to investment platforms, compliance service, best practices support, and mentorship
  • Provide strategic guidance on business development, portfolio allocations, case design, and advisory solutions
  • Develop a rewarding career with strong income potential and the opportunity to positively impact both the IAR and clients’ financial futures
  • Serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth.
What you Bring
  • Active advisory licensure in one or more of the following: Series 65, 7/66, CFP - Required
  • Minimum of one year of sales experience in investments, advisory services, or securities – Preferred
  • Excellent communication and relationship-building skills
  • Passion for investment-based solutions and helping Financial Services Professionals deliver value to their clients
Our Benefits
  • Competitive compensation and comprehensive benefits
  • 4 weeks of accrued PTO, plus 9 paid holidays
  • Medical, dental, vision, life insurance, and 401(k)
  • 8 hours of paid volunteer time off (VTO)
  • Ability to work in-office four days per week with one remote workday
  • Ongoing professional development and training
  • A collaborative team that values expertise, initiative, and growth
Why You’ll Love Working Here
At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/

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