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Investment Representative Jobs (NOW HIRING)

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 ...

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Investment Representative information

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$12

$27

$52

How much do investment representative jobs pay per hour?

As of Jun 14, 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.

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.

Can financial advisors make $500,000 a year?

Investment representatives and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often working in high-net-worth markets or firms with lucrative compensation structures.

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

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.

What is the role of an investment representative?

An investment representative assists clients with investment products and financial planning, providing advice on securities, mutual funds, and other financial instruments. They analyze client needs, develop investment strategies, and often hold relevant licenses such as Series 7 or Series 63 to comply with industry regulations.

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

For an Investment Representative, $200,000 can be a substantial amount to manage or invest on behalf of clients, depending on their financial goals and the scope of services offered. Clients with this level of assets often seek comprehensive financial planning, estate planning, and investment management, which may involve higher fees or commissions. The adequacy of this amount also depends on the advisor's fee structure and the complexity of the client's financial situation.

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, develop investment strategies, and often hold relevant licenses such as Series 7 or Series 63 to comply with industry regulations.
More about Investment Representative jobs
What cities are hiring for Investment Representative jobs? Cities with the most Investment Representative job openings:
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What states have the most Investment Representative jobs? States with the most job openings for Investment Representative jobs include:
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Investment Representative jobs near you
Infographic showing various Investment Representative job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 90% 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 Representative

CITIZENS NATIONAL BANK

Celina, OH • On-site

Full-time

Life, Retirement, PTO

Posted 18 days ago

Job description

Job Title: Investment Representative

Location: Celina, OH

Status: Full Time

FSLA Job Class: Exempt

Department: CNB Wealth Management Group

Reports To: Van Wert Investment Representative


At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in our Celina market for a Investment Representative. In this role you will be an integral part of the organization responsible for portfolio management, client communication, and client wealth management meetings.

A typical day may include the following:

  • Develops, services, and delivers financial planning to clients.
  • Provides annual client reviews.
  • Assist clients with insurance, retirement, and estate planning.
  • Follows up on bank/firm generated leads.
  • Develops and maintains written systems of their activity.
  • Reviews business trends and advises customers regarding expected fluctuations.
  • Attends sales and trade meetings to develop new business prospects
  • Makes presentations on financial services to groups to attract new clients.
  • Promotes favorable image of the financial institution in all business activities within the community.
  • This position requires travel to outside offices at times to meet with management and staff, however on-site presence is also necessary for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position.
  • Must be able to relate to other people beyond giving and receiving instructions: must get along with co-workers or peers without exhibiting behavioral extremes; be able to perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and respond appropriately to criticism from a supervisor.

JOB REQUIREMENTS:

  • Bachelor's degree in business, finance or related field preferred, and appropriate licensure including Series 7 and Series 63 AND 65 (or 66 if not both 63 AND 65) and insurance license.

ADDITIONAL QUALIFICATIONS:

  • Previous investment knowledge and experience is preferred.
  • Stellar communication
  • Sales and public relations skill, as well as interviewing and research skills.
  • Continuing education to remain current in new regulations, products, and changes in laws, etc. is required.

WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?

  • Company Paid Life Insurance
  • Generous Paid Time Off
  • Incentive Plan paid on a quarterly basis
  • Employee Stock Ownership Plan for your retirement
  • Banking Perks

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

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