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 ... 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 ... To learn more about these and other programs, including benefits for full time and part-time ...
As an Investment Advisor Sr. within PNC's Private Bank organization, you will be based in Wayne, PA ... To learn more about these and other programs, including benefits for full time and part-time ...
As an Investment Advisor Sr. within PNC's Private Bank organization, you will be based in Wayne, PA ... 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 ...
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 ...
Remote | Investment Advisory & Portfolio Strategy Consultant -- $85-$115/hour
New York, NY · On-site +1
$85 - $115/hr
We are sharing a specialised part-time consulting opportunity for professionals experienced in ... Evaluate work connected to Reg BI, Investment Advisers Act considerations, client suitability, and ...
Quick apply
Remote | Investment Advisory & Portfolio Strategy Consultant -- $85-$115/hour
New York, NY · On-site +1
$85 - $115/hr
We are sharing a specialised part-time consulting opportunity for professionals experienced in ... Evaluate work connected to Reg BI, Investment Advisers Act considerations, client suitability, and ...
As an Investment Advisor III within the PNC Private Bank organization, you will be based in Phoenix ... To learn more about these and other programs, including benefits for full time and part-time ...
As an Investment Advisor III within the PNC Private Bank organization, you will be based in Phoenix ... To learn more about these and other programs, including benefits for full time and part-time ...
... investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies ...
Quick apply
... investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies ...
Series 65 Tutor
Norwalk, CT · Remote
$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
$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
$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
$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
$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
$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
$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
$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
$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
$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
Paterson, NJ · Remote
$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
Paterson, NJ · Remote
$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
$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
$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
$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
$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
$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
$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
$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
$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
$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
$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
$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
$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
Henderson, NV · Remote
$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
Henderson, NV · Remote
$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?

Full-time, Part-time
Posted 16 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