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Investment Representative Jobs (NOW HIRING)

StartEngine Crowdfunding, Inc.

$90 - $130/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 ...

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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 Aug 19, 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.

Licensed Investment Representative

BayPort Credit Union

Newport News, VA • On-site

$28.37 - $42.55/hr

Full-time

Re-posted 29 days ago

BayPort Credit Union rating

7.4

Company rating: 7.4 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients. Must have active FINRA Series 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Work in a sales capacity and identify and solve the financial needs of clients by offering investment products.
  • Identify and evaluate customer and employee needs for financial services.
  • Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union.
  • Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc.
  • Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
  • Identify and develop relationships with wholesalers.
  • Keep current on investment products and services offered.
  • Provide periodic client account reviews.
  • Develop and maintain long-term relationships based on trust and respect for clients, employees and members.
  • Follow through on the sales goals set forth by the investment program.
  • Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives.
  • Provide excellent customer service.
  • Processes account reviews on a monthly, quarterly and yearly basis.
  • Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
  • Address and solve business-related challenges as needed.
  • Work with branch managers to identify and leverage cross-sell opportunities.
  • Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc.
  • Support all product and campaign launches.
  • Supports Company Mission and Corporate Values

QUALIFICATIONS AND REQUIREMENTS:
Required Education: A college degree.
Required Experience: Minimum 2 years financial services industry experience
Preferred Experience: Previous experience working in credit union or community bank environment preferred.
Required Knowledge: Active FINRA Series 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses. Exceptional sales orientation and in-depth investment knowledge.
Skills and Abilities:
  • Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.
  • Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers
  • Great organization skills
  • Strong presentation skills, work ethic, self-starter
  • Strong customer service skills to include telephone skills, well-organized and attentive to detail.
  • Strong verbal and written communication skills

Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow's technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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