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Licensed Investment Representative Jobs (NOW HIRING)

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 ...

landmarkcu

Investment Representative

New Berlin, WI · On-site

... License and FINRA series 6 or 7 and 66 (or 63 & 65) Securities Licenses. 3. Experience or ability to gain proficiency in all programs and systems used for this job. 4. Excellent verbal and written ...

StartEngine Crowdfunding, Inc.

Are you a licensed financial professional with your Series 7 and 63 registrations, ready to bring your talents to the fast-paced world of startup investing? StartEngine, the leader in equity ...

Cape & Coast Bank

Investment Executive

Hyannis, MA · On-site

$60K - $120K/yr

Description Are you an experienced Licensed Investment Executive who is passionate about the world ... Represents the bank by participating in community affairs, clubs and organizations to assess the ...

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Licensed Investment Representative information

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How much do licensed investment representative jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for licensed investment representative in the United States is $17.91, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Licensed Investment Representative vs Financial Advisor?

AspectLicensed Investment RepresentativeFinancial Advisor
CredentialsFINRA licenses (e.g., Series 7, Series 63)CFP, CFA, or other certifications often preferred
Work EnvironmentBrokerage firms, securities firmsIndependent or firm-based, financial planning firms
Industry UsagePrimarily in securities and brokerage industryBroader financial services including planning and wealth management

Licensed Investment Representatives typically hold FINRA licenses and work within brokerage firms, focusing on securities transactions. Financial Advisors may have additional certifications and provide comprehensive financial planning. While both serve clients' investment needs, Licensed Investment Representatives are more transaction-focused, whereas Financial Advisors often offer broader financial advice and planning services.

How to become a licensed investment representative?

To become a licensed investment representative, you must pass the Series 7 exam administered by the Financial Industry Regulatory Authority (FINRA) and meet any state-specific licensing requirements. Additionally, you typically need to be sponsored by a registered firm and complete continuing education to maintain your license.

What cities are hiring for Licensed Investment Representative jobs?

Cities with the most Licensed Investment Representative job openings:

What states have the most Licensed Investment Representative jobs?

States with the most job openings for Licensed Investment Representative jobs include:

What are popular job titles related to Licensed Investment Representative jobs?

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

Licensed Investment Representative jobs near you
Infographic showing various Licensed Investment Representative job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 64% Physical, 1% Hybrid, and 35% Remote job distribution, with an average salary of $37,257 per year, or $17.9 per hour.

Licensed Investment Representative

Newport News, VA • On-site

BayPort Credit Union
Commercial Banking • 201 - 500 employees
Learn more about BayPort Credit Unionexternal

$59K - $88K/yr

Full-time

Re-posted 22 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.

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