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Investment Representative Jobs (NOW HIRING)

nuvision

$30.11 - $36.14/hr

... investment program growth. Responsibilities ... Performs administrative duties for representative/s, which may include monitoring assigned ...

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Investment Representative information

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How much do investment representative jobs pay per hour?

As of Sep 9, 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.

Mid-Level Investment Professional- Investment Research Group

Charlotte, NC • On-site

Global Endowment Management, LP
Finance and Insurance • 11 - 50 employees
Learn more about Global Endowment Management, LPexternal

$150 - $200/hr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Job description

Mid-Level Investment Professional- Investment Research Group

GEM is seeking a mid-level investment professional to join our Investment Research Group to support our private equity portfolio. This professional will report to a Director in the Investment Research Group and work to evaluate primary and secondary investment opportunities in private equity funds and co-investments alongside independent sponsors and buyout managers.

We are seeking a candidate with prior leveraged buyout experience who is passionate about investing and generating top quartile returns for GEM’s clients. The ideal candidate will be highly self-motivated, organized, and possess the qualitative and quantitative skills required to evaluate investments. Mid-level investment professionals at GEM have the latitude to work independently, build networks, and recommend investment ideas.

Key Duties & Responsibilities

The position responsibilities include, but are not limited to, the following:

  • Grow and help to maintain a fresh pipeline of emerging private equity sponsors
  • Underwrite private equity sponsors, both in a funded and independent sponsor construct
  • Underwrite co-investment opportunities alongside GEM sponsors
  • Expand GEM's reputation as a leading LP within the broader small buyout ecosystem
  • Contribute to identifying and underwriting secondary investment opportunities
  • Train and mentor junior investment professionals
Qualifications

Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.

  • Undergraduate degree with strong academic performance
  • 4+ years of relevant experience working in private equity, investment banking, or institutional investing with a track record of successful performance
  • CFA Preferred, but not required
  • Competitive, market-based compensation
  • 401(k) retirement plan with employer contribution
  • Comprehensive medical, dental, and vision health insurance
  • Life insurance; Short- and long-term disability insurance
  • Flexible Spending Account / Health Savings Account
  • Education assistance, including certifications, membership reimbursements, and more
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