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Investment Advisory Representative Jobs (NOW HIRING)

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$48K - $50K/yr

... Representative, Back Office Operations Responsibilities: * Process incoming request that related to Investment Advisory. * Complete incoming request timely and accurately. * Ability to Pay close ...

Advisor Group

IA Processing Specialist

Atlanta, GA · On-site

$48K - $50K/yr

... Representative, Back Office Operations Responsibilities: * Process incoming request that related to Investment Advisory. * Complete incoming request timely and accurately. * Ability to Pay close ...

Osaic

IA Processing Specialist

Scottsdale, AZ · Hybrid

$48K - $50K/yr

... Representative, Back Office Operations Responsibilities: * Process incoming request that related to Investment Advisory. * Complete incoming request timely and accurately. * Ability to Pay close ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$48K - $50K/yr

... Representative, Back Office Operations Responsibilities: * Process incoming request that related to Investment Advisory. * Complete incoming request timely and accurately. * Ability to Pay close ...

Osaic

IA Processing Specialist

Scottsdale, AZ · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Petersburg, VA · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Scottsdale, AZ · Hybrid

$48K - $50K/yr

... Customer Service Representative, Back Office Operations Responsibilities: · Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$48K - $50K/yr

... Customer Service Representative, Back Office Operations Responsibilities: · Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$53K - $55K/yr

... Representative, Back Office Operations Responsibilities: * Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations. * Execute ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · Hybrid

$48K - $50K/yr

... Customer Service Representative, Back Office Operations Responsibilities: · Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

... Customer Service Representative, Back Office Operations Responsibilities: · Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and ...

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$48K - $50K/yr

... Representative, Back Office Operations Responsibilities: * Process incoming request that related to Investment Advisory. * Complete incoming request timely and accurately. * Ability to Pay close ...

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All JobsInvestment Advisory Representative Jobs

Investment Advisory Representative information

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How much do investment advisory representative jobs pay per hour?

As of Aug 8, 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 August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $56,785 per year, or $27.3 per hour.

IA Processing Specialist

Osaic

La Vista, NE • Hybrid

$48K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Investment Advisory Processing Specialist

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $48,000-$50,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

The Investment Advisory Processing Specialist uses comprehensive Investment Advisory and Broker dealer knowledge to complete processing tasks specific to advisory accounts. You will facilitate the opening and maintaining of the accounts on specialized advisory programs that include the Wealth Management Platform (WMP). You will utilize a ticketing system to complete requests sent from Financial Professionals (FP) and correspond through Support Center, email or direct phone calls. You will collaborate with other departments and work directly with Envestnet to find solutions. You will also work closely with the IA Support team to find opportunities to support, provide feedback, and improve processes.

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Responsibilities:

  • Process incoming request that related to Investment Advisory.
  • Complete incoming request timely and accurately.
  • Ability to Pay close attention to detail
  • Driven to meet and exceed deadlines
  • Can work independently
  • Ability to organize, prioritize and handle multiple tasks within established timeframe.
  • Communicate professionally in writing or verbally with coworkers and FPs.
  • Can solve problems while considering company policies/procedures.
  • Create strong working relationships with advisors, their office staff, and peers across the firm.
  • Exercise judgment to avoid escalations.
  • Communicate and partner with others within the Osaic to resolve concerns and issues.
  • Analyze problems, take ownership of issues, and follow through to resolution.
  • Meet stated satisfaction, quality, and production goals.
  • Continuously learn and be flexible with industry changes

Education Requirements:

  • High School Diploma or GED required
  • Bachelor's degree in business, Finance or related field is preferred

Basic Requirements:

  • Minimum 1 years' experience of brokerage experience
  • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience.
  • Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet
  • Ability to verbally communicate effectively with the Advisors regarding service issues.
  • Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Preferred Requirements:

  • 1+ years of investment advisory support experience
  • Completion of the FINRA SIE exam
  • FINRA Series 7
  • Experience with Envestnet / Wealth Management Platform
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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