Investment Advisor Representative

A fast-growing, independent wealth management group for a bank seeks an Investment Adviser Representative to join its expanding team, working directly with clients and leading financial planning conversations.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field preferred
• 2–7 years of experience in financial services, wealth management, or a related field
• Series 65 or 66 license required
• Preferred: Series 7, 24, or 63 licenses
• Preferred: CFP (Certified Financial Planner) designation or CFA (Chartered Financial Analyst)
• Strong interpersonal and communication skills, with the ability to build rapport with clients
• Detail-oriented with strong follow-through and accountability

Benefits

• Competitive base salary commensurate with experience
• Performance-based bonus program tied to individual and firm results
• 401(k) with employer match
• Comprehensive insurance (health, dental, and vision)
• Paid time off
• Paid holidays
• Continuing education reimbursement and professional development support
• Licensing exam sponsorship and study materials
• Supportive team environment with regular team events