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Investment Representative Jobs (NOW HIRING)

3M

3M Ventures Investment Director

Maplewood, MN · On-site

$250K - $305K/yr

3M Ventures Investment Director Collaborate with Innovative 3Mers Around the World Choosing where ... This range represents a good faith estimate for this position. The specific compensation offered to ...

3M

3M Ventures Investment Director

Maplewood, MN · On-site

$250K - $305K/yr

3M Ventures Investment Director Collaborate with Innovative 3Mers Around the World Choosing where ... This range represents a good faith estimate for this position. The specific compensation offered to ...

3M

3M Ventures Investment Director

San Francisco, CA

$250K - $305K/yr

3M Ventures Investment Director Collaborate with Innovative 3Mers Around the World Choosing where ... This range represents a good faith estimate for this position. The specific compensation offered to ...

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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.
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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.

Senior Representative, Alternative Investments

Fidelity Investments

Roanoke, TX • On-site

Full-time

Posted 13 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:

The Role

The Alternative Investments Brokerage Operations role involves reconciling the Operations and Services Groups' Alternative Investment positions, held in book entry form, on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines

The Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. The associate will also be responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associate will act as the owner of the relationship between the Product Sponsor and Fidelity.

The Expertise and Skills You Bring

  • College degree preferred

  • Knowledge of alternative investment products and reconciliation process

  • 2 years brokerage experience, or 5 work related experience

  • Reconcile fund activity to internal books-and-records

  • Minimize risk to the organization by resolving discrepancies within 7 days of identifying

  • Analyze and research discrepancies and aged transactions with issuers

  • Process various maintenance requests

  • Escalate any potential risk to the organization

  • Data entry to support those funds that are reconciled manually

  • Analyze or review decision-related transactions and ensure compliance

  • Interact with various fund companies and their transfer agents

  • Review of brokerage activity and fund statements

  • Reconcile suspense accounts

  • Identify process improvement opportunities

  • Detail oriented, ability to work effectively with minimal supervision

  • Team player with capability to help maintain a positive work environment

  • Strong analytical and decision-making skills

  • Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes

  • Exceptional quality and productivity in current role

  • Ability to handle and resolve complex problems

  • Strong verbal and written interaction skills including ability to explain complex processes

  • Effective time management skills and ability to prioritize and multi-task.

  • Strong PC skills - Word, Excel and Access

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Operations and Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily.

An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.

Certifications:Category:Brokerage Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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