Investment Advisor Associate: We are looking for Registered Investment Advisor support that will ... Part-time Education: * Bachelor's (Preferred) Meet Your Recruiter Tim Bramley
Investment Advisor Associate: We are looking for Registered Investment Advisor support that will ... Part-time Education: * Bachelor's (Preferred) Meet Your Recruiter Tim Bramley
As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Troy ... To learn more about these and other programs, including benefits for full time and part-time ...
As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Troy ... To learn more about these and other programs, including benefits for full time and part-time ...
Series 65 Tutor
Virginia Beach, VA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Virginia Beach, VA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Alpharetta, GA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Alpharetta, GA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
FL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
FL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Lake Forest, IL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Lake Forest, IL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Mesa, AZ · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Mesa, AZ · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Idaho Falls, ID · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Idaho Falls, ID · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Round Rock, TX · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Round Rock, TX · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Houston, TX · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Houston, TX · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Charlotte, NC · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Charlotte, NC · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Tempe, AZ · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Tempe, AZ · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Richmond, VA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Richmond, VA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Wheaton, IL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Wheaton, IL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
NE · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
NE · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
SD · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
SD · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Charleston, SC · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Charleston, SC · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Miami, FL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Miami, FL · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Blacksburg, VA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Blacksburg, VA · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Memphis, TN · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Series 65 Tutor
Memphis, TN · Remote
$18 - $40/hr
Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...
Part Time Investment Advisor Representative information
See salary details
$31K - $46.2K
16% of jobs
$57.3K is the 25th percentile. Wages below this are outliers.
$46.2K - $61.5K
13% of jobs
$61.5K - $76.7K
7% of jobs
The median wage is $82.9K / yr.
$76.7K - $91.9K
35% of jobs
$94.9K is the 75th percentile. Wages above this are outliers.
$91.9K - $107.1K
23% of jobs
$107.1K - $122.4K
3% of jobs
$122.4K - $137.6K
2% of jobs
$137.6K - $152.8K
1% of jobs
$152.8K - $168K
0% of jobs
$168K - $183.3K
0% of jobs
$183.3K - $198.5K
0% of jobs
$31K
$85.4K
$198.5K
How much do part time investment advisor representative jobs pay per year?
What cities are hiring for Part Time Investment Advisor Representative jobs?
Cities with the most Part Time Investment Advisor Representative job openings:
What are the most commonly searched types of Investment Advisor Representative jobs?
The most popular types of Investment Advisor Representative jobs are:
What states have the most Part Time Investment Advisor Representative jobs?
States with the most job openings for Part Time Investment Advisor Representative jobs include:

Full-time, Part-time
Re-posted 21 days ago
Job description
Investment Advisor Associate:
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make product recommendations that best suit risk profile and investment objective. The advisor may also assist with general office operations.
Responsibilities
- You will meet with new clients and existing clients to handle and manage their investment accounts.
- Review and analyze investment portfolios, variable, fixed and indexed annuities, and insurance policies, making suitable product recommendations for clients
- Trading and re-balancing of client portfolios as needed
- Create and and monitor investment portfolio models and update as needed
- Communicate with clients, providing services in account management, technical support, and problem solving
- Prepare reports and other materials for client and/or prospect meetings using the latest investment softwares
- Implementation of securities trading
- Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning
- Carry out and provide research and analysis in detailed, consistent, and timely fashion, consistently verifying accuracy and quality of work
- Prepare correspondence, spreadsheets, and presentation materials for client meetings and communication
- Prepare client meetings for lead advisors and anticipate needs in advance of meetings
- Attend training and demonstrate knowledge and skills to identify current trends that enhance team members and the organization
- Training and/or delegating tasks to other support positions
- May also assist during tax season by preparing returns and/or perform special project as assigned
Desired Skills and Experience:
College degree in Business, Finance, or related field
5 years of experience in similar position
Job Types: Full-time, Part-time
Education:
- Bachelor's (Preferred)
Meet Your Recruiter
Tim Bramley
About Regal Executive Search
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
1 - 10 Employees
Headquarters location
Redondo Beach, CA, US
Year founded
2012