Investment Advisor Representative

Overview

Our partner, a well-established financial services firm, is seeking a Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies.

Base pay range

$75,000.00/yr - $90,000.00/yr

Location and relocation

Location: Chicago, IL (posted to expand applicant reach). The role is fully on-site and requires relocation to Kirkland or Lynwood, Washington. A relocation allowance is provided to assist with the move.

This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security.

Responsibilities

• Prepare, present, and implement customized retirement plans
• Assist clients with annuities, life insurance, long-term care, and managed portfolios
• Provide financial planning advice across investments, insurance, and retirement planning
• Develop, manage, and maintain strong client relationships
• Follow established processes and procedures to achieve individual and team goals
• Participate in public seminars to share financial information or introduce the firm
• Attend weekly virtual meetings

Requirements

• Bachelor's degree required
• Minimum of 5 years of financial services experience
• State Insurance License (required)
• Series 65 License (or Series 7/66 combination) (required)
• Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS
• Strong mathematical, analytical, organizational, and communication skills (verbal and written)
• Ability to work effectively in a team environment and maintain client focus

Benefits

• Location: Relocation Required (Kirkland or Lynwood, Washington)
• Salary: $75,000 - $90,000
• Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives
• Health Insurance
• 401(k) Retirement Match
• Licensing Reimbursement
• Relocation Allowance (mandatory relocation required)
• Paid Time Off: 10 company holidays and 30 vacation days

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

IT Services and IT Consulting

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