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Investment Representative Jobs (NOW HIRING)

Matrix Partners

Investment Partner

Boston, MA

About Matrix As company builders turned investors, we know the startup ecosystem from all angles. We've been doing this for 40+ years and have seen many trends come and go. Our focus on company ...

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Investment Representative information

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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.
Real Estate Investment Representative/Disposition Agent

Real Estate Investment Representative/Disposition Agent

Rebuilt

Birmingham, AL

Other

Medical, Retirement, PTO

Posted yesterday

Job description

About Your Role:

Simply put, our Real Estate Investment Representative/ Disposition Agents are the matchmakers of Rebuilt. You own the disposition role by managing deals between sellers and investors in our network/ any new potential buyers. Through our Emerging Leaders training and development program, you will grow into a real estate investment expert in your local market.  Specific responsibilities include:

  • Developing a plan on how to sell acquired real estate property to investors in the network/ potential buyers
  • Negotiating with investors/potential buyers and evaluating offers/count offers
  • Marketing properties to potential investors/ conducting property showings
  • Managing the disposition process from beginning to end or until the deal closes
  • Developing and maintaining relationships with investors in the network/ new prospects
  • Researching current market conditions

How Rebuilt Invests in Your Success: 

  • Base salary draw with uncapped commissions
  • Mileage reimbursement, paid time off, health care and 401k match
  • Access to our network of over 100,000 investors across the country
  • Industry-leading acquisitions platform and best in class real estate technology
  • A full-time call center in Nashville that prequalifies leads.
  • A robust business development center devoted to your outbound lead generation
  • Vigorous onboarding through our Rebuilt University curriculum
  • Personalized one-on-one training and mentorship offered continuously.
  • Opportunities for advancement and company stock
  • Continual education, learning and development on the art of being a real estate sales agent and investor.
  • An intuitive CRM platform
  • A support team that assists with marketing and contract to close process
  • In-house resources, both lending and Title Services, giving our clients the support, they need all under one roof, offering a smooth and seamless experience.

What it Takes to Be Successful: 

  • A "people person" with ability to build rapport with customers.
  • A resilient, gritty, and competitive spirit
  • A coachable mindset
  • Personal drive to succeed along with a dislike for failure.
  • A love of negotiating, making deals and selling
  • Competitive mindset with drive to win.
  • Preferred previous sales experience in B2B, Real Estate, Auto or Door to Door sales

Apply