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Investment Representative Jobs (NOW HIRING)

landmarkcu

Investment Representative

New Berlin, WI

... investment solutions under the guidance of senior advisors. REQUIREMENTS: 1. High school diploma or equivalent, and a minimum of one year experience as a registered representative and be approved to ...

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

About the Role We're looking for a Licensed Investment Representative to join a growing insurance agency. This is a remote position where you'll work directly with clients to recommend and manage ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

About the Role We're looking for a Licensed Investment Representative to join a growing insurance agency. This is a remote position where you'll work directly with clients to recommend and manage ...

StartEngine Crowdfunding, Inc.

$100 - $125/hr

Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.1B from retail investors, with investments starting at as little as ...

FinX

Investment Representative Intern

Los Angeles, CA · On-site

Position Summary The Investment Representative serves as the primary point of contact for FinX clients, providing professional support related to investment accounts, platform functionality, and ...

InforCapital

$250/hr

Represent Meravo Capital externally at industry events, with regulators and ecosystem bodies Qualifications * 10+ years of investment experience, with at least five years in growth equity, venture ...

Vertigorev

Real Estate Investment Rep

San Diego, CA · On-site

$150 - $200/hr

We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition ...

Vertigorev

Real Estate Investment Rep

Raleigh, NC · On-site

$150 - $200/hr

We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition ...

Jobtailor

$100 - $125/hr

Willingness to become licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) within 6 months Core Competencies Demonstrates strong leadership in ...

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Investment Representative information

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How much do investment representative jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for investment 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.

What are the key skills and qualifications needed to thrive as an investment representative?

To thrive as an Investment Representative, you need a solid understanding of financial markets, investment products, and regulatory frameworks, typically supported by a bachelor’s degree in finance or a related field and required securities licenses (such as Series 7 and 63). Familiarity with financial planning software, CRM systems, and trading platforms is also essential. Excellent communication, relationship-building, and analytical skills help you effectively assess client needs and provide tailored investment advice. These skills are crucial for building client trust, ensuring compliance, and delivering successful financial outcomes.

How does an investment representative typically collaborate with other financial professionals within a firm?

Investment Representatives frequently work alongside financial advisors, portfolio managers, and compliance officers to deliver comprehensive support to clients. They may assist in gathering client information, preparing investment proposals, and facilitating transactions as part of a team-based approach. Regular communication and coordination ensure that client portfolios align with broader financial strategies and regulatory standards. This collaborative environment helps Investment Representatives expand their knowledge and develop valuable relationships that can support career advancement.

What is the difference between Investment Representative vs Financial Advisor?

AspectInvestment RepresentativeFinancial Advisor
CertificationsSeries 7, Series 63/66, possibly CFPCFP, Series 7, Series 66, or other financial planning credentials
Work EnvironmentFinancial firms, brokerage houses, banksIndependent or firm-based, often client-facing
Employer & Industry UsageUsed by broker-dealers and securities firmsUsed across banking, independent firms, and financial planning
Primary FocusSelling securities, investment products, executing tradesProviding comprehensive financial planning and advice

Investment Representatives primarily focus on selling securities and executing trades within brokerage firms, often requiring Series 7 and 63/66 licenses. Financial Advisors offer broader financial planning services, including investment advice, retirement planning, and wealth management, often holding CFP credentials. While both roles serve clients' investment needs, Investment Representatives are more transaction-oriented, whereas Financial Advisors provide holistic financial guidance.

What does an investment representative do?

An investment representative assists clients with investment products and financial planning, providing advice on stocks, bonds, and mutual funds. They analyze market trends, maintain client relationships, and often hold relevant licenses such as Series 7 or Series 63 to comply with industry regulations.
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Investment Representative jobs near you
Infographic showing various Investment Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 65% Physical, 1% Hybrid, and 34% Remote job distribution, with an average salary of $56,785 per year, or $27.3 per hour.

Investment Representative

Madison, WI • On-site

Landmark Credit Union
See more jobs at Landmark Credit Unionexternal

Full-time

Posted 12 days ago

Key responsibilities

  • Develops and maintains client relationships through meetings to assess financial goals and investment needs.

  • Provides investment and financial planning services by preparing financial plans, recommendations, and related documentation.

  • Manages client accounts and transactions by processing trades, monitoring account activity, and conducting account research.

Landmark Credit Union rating

9.0

Company rating: 9.0 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE:
Reports to the SVP, Landmark Investment Center. Assists in providing investment products and services to Landmark Credit Union members and prospective members. Supports client relationship development by conducting client meetings, gathering financial information, preparing recommendations and financial plans, and responding to client inquiries. Collaborates with credit union staff, fund and insurance companies, and LPL Financial to service client accounts, process transactions, and support the delivery of investment solutions under the guidance of senior advisors.
REQUIREMENTS:
1. High school diploma or equivalent, and a minimum of one year experience as a registered representative and be approved to operate as a registered representative of a broker/dealer affiliated with Landmark Credit Union, and adhere to the policies and procedures of that broker/dealer when working with any securities products.
2. Must hold a WI Life Insurance License and FINRA series 6 or 7 and 66 (or 63 & 65) Securities Licenses.
3. Experience or ability to gain proficiency in all programs and systems used for this job.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES:
1. Develops and maintains client relationships by conducting initial and ongoing review meetings to assess financial goals, risk tolerance, time horizon, and investment needs.
2. Provides investment and financial planning services by preparing financial plans, investment recommendations, applications, proposals, and related documentation.
3. Manages client accounts and transactions by processing securities trades, monitoring account activity and statements, and conducting account research with fund companies, insurance carriers, and broker-dealer partners.
4. Delivers responsive client service by handling client inquiries, preparing correspondence, coordinating mailings, and serving as a liaison between clients and external partners.
5. Maintains accurate client records by documenting client interactions and updating client information within contact management and recordkeeping systems.
6. Prepares for and conducts client reviews by analyzing account performance and creating materials to support client review meetings.
7. Promotes financial education and awareness by presenting at new hire training sessions and facilitating investment-related educational seminars.
8. Performs other duties as assigned.
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