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Investment Representative Jobs in Kansas (NOW HIRING)

Account Representative

Ottawa, KS · On-site

$42K - $47K/yr

Account Representative (Hybrid) As an Account Representative, you will enter a two-year training ... We invest about 80% of our spend in American-made products. * Achieve Sales Goals : Meet or exceed ...

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Investment Representative information

See Kansas salary details

$11

$24

$47

How much do investment representative jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for investment representative in Kansas is $24.35, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $31.54 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.

What are popular job titles related to Investment Representative jobs in KS?

For Investment Representative jobs in KS, the most frequently searched job titles are:

Infographic showing various Investment Representative job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 65% Physical, 1% Hybrid, and 34% Remote job distribution, with an average salary of $50,644 per year, or $24.3 per hour.

Investment Advisor Representative

Farm Bureau Financial Services

Fredonia, KS • On-site

Full-time

Medical, Life

Re-posted 22 days ago


Job description

Investment Advisor Representative


Build a Business. Protect Dreams. Change Lives.

At Farm Bureau Financial Services, we’re about more than insurance and financial services: we’re

about people, communities and moments that matter. When you choose to become a Farm

Bureau agent, you choose to become a community pillar dedicated to protecting what matters

most and being there for your clients when the unexpected happens.

Job Description:

Are you ready to take the next step in financial services with a company that offers flexibility,

income potential and unmatched support? Farm Bureau Financial Services is seeking

motivated insurance agents to join our growing Kansas team.

Why Choose Farm Bureau Financial Services?

For more than 85 years, Farm Bureau Financial Services has built a foundation of trust while serving

client/members throughout the region. We offer agents access to industry-leading tools,

resources, and support—empowering you to serve clients with confidence.

What You’ll Do

As a Farm Bureau agent, you’ll have the opportunity to:

• Offer a wide suite of insurance products including Life, Property & Casualty and more

• Build and run your business with the backing of a respected and established organization

• Access advanced support including research, technology platforms, marketing, legal

guidance and coaching

• Leverage cross-sell opportunities that grow your book and improve client retention

You don’t just write policies. You deliver peace of mind. You protect dreams. You make people

whole again when it matters most.

Tools & Resources at Your Fingertips

You won’t do this alone. As an agent, you’ll have access to:

• A district manager to assist you in getting started

• Trainers who are dedicated to helping you build your business

• Marketing Underwriters to help you with business cases

• Marketing coaches to help you build a strong marketing strategy to promote your business

• Just-in-Time team – a team of sales professionals to assist with any sales scenario you may

encounter

• A wealth management consultant (WMC) to work with you to provide your client/members

an enhanced experience

• A financial advisor that helps you create an integrated experience for your client/members

• Veteran agents to give you advice and offer mentoring opportunities

• Your Regional Vice President (RVP) can help set up and execute your business strategies

Compensation

At Farm Bureau Financial Services, we offer an industry leading compensation package. Enjoy a

generous commission schedule with increased earning potential as your business grows, plus

opportunities to earn travel incentives and cash bonuses for top performers.

Required Licenses

Candidates must have or be willing to obtain the following licenses:

• Property & Casualty

• Life & Health

• Securities Industry Essentials

Who Thrives Here

Our most successful agents are professionals who:

• Values relationship-building and long-term client relationships

• Wants to operate with independence but with the support of a strong company

• Are passionate about helping individuals, families and businesses plan for and protect their

futures

Do You See Yourself in These Traits?

Successful agents have these 8 character traits.

• Entrepreneurial spirit

• Hard working

• Trustworthy

• Disciplined

• Coachable

• Community connection

• Large network

• High energy

Location

You have the flexibility to work from a hub office in Fredonia or establish your own

office space in your community.

If you would like to learn more, you can visit https://www.beafarmbureauagent.com/.