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Part Time Investment Advisor Representative Jobs

Series 65 Tutor

Paterson, NJ · 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

Sunrise, 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

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

Paramus, NJ · 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

El Paso, 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

Murfreesboro, 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

Fayetteville, AR · 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

MI · 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

Lawrence, MA · 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

Highland Park, 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

Waltham, MA · 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

Norwalk, CT · 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

KS · 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 ...

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Showing results 1-20

Part Time Investment Advisor Representative information

See salary details

$31K

$85.4K

$198.5K

How much do part time investment advisor representative jobs pay per year?

As of Jul 2, 2026, the average yearly pay for part time investment advisor representative in the United States is $85,369.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $96,500.00 per year, depending on experience, location, and employer.
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:
Investment Advisor Associate:

Investment Advisor Associate:

Regal Executive Search

Torrance, CA • On-site

Full-time, Part-time

Posted 8 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