Investment Representative Jobs
Investment Representative jobs are open across wealth management, brokerage, banking, and insurance firms, at every level from entry-level associate to senior representative and branch manager, with specializations in retail investing, retirement planning, and financial product sales. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 12+ Investment Representative jobs
Series 6 & 63 REQUIRED | Series 65 Preferred
Company: Reuel Field & Associates - Affiliated with PFS Investments Inc.
Location: Union, NJ | Hybrid Opportunities
Position Type: Independent Contractor | Commission-Based
THE WALL OF WEALTH IS COMING. ARE YOU POSITIONED TO PARTICIPATE?
One of the largest generational wealth transfers in history is underway.
More than $90 TRILLION in generational wealth is projected to transfer across North America over the coming decades, creating an enormous need for experienced financial professionals who can help families navigate retirement, investing, inheritance, and long-term wealth accumulation.
At the same time, many experienced financial advisors are approaching retirement, creating opportunities for the next generation of licensed investment professionals.
We are looking for experienced financial advisors who want to position themselves at the forefront of this opportunity.
Reuel Field & Associates is expanding our investment-focused financial services team in Union, New Jersey.
Through our affiliation with PFS Investments Inc., we have access to an established financial services platform, investment products from recognized asset managers, and opportunities to serve middle-income families, professionals, retirees, and business owners.
Whether you're currently with a bank, brokerage firm, insurance company, or another financial services organization, we want to speak with you.
A COMPREHENSIVE PLATFORM OF FINANCIAL SOLUTIONS
Our platform provides access to a broad range of products and services designed to meet clients' needs throughout their financial lives.
Investment and Wealth Accumulation
- Mutual funds from established investment management companies
- Traditional and Roth IRAs
- Retirement account funding and eligible rollover services
- Long-term investment and asset accumulation strategies
- Systematic investing and retirement savings strategies
- Education savings and investment solutions
Managed Investment Accounts
Through Primerica Advisors' Lifetime Investment Program, appropriately registered advisors can help eligible clients access:
- Professionally managed investment portfolios
- Asset allocation and investment diversification strategies
- Portfolios utilizing mutual funds, stocks, bonds, and ETFs
- Investment strategies aligned with individual goals and risk tolerance
- Ongoing investment advisory relationships
- Retirement accumulation, preservation, and income distribution strategies
Managed account advisory services require appropriate additional licensing, registration, and firm authorization.
Retirement and Employer-Sponsored Plans
- Traditional and Roth IRAs
- 401(k) retirement plans
- Individual / Solo 401(k) programs
- 403(b) retirement programs
- Governmental and eligible 457(b) programs
- SEP IRA and SIMPLE IRA solutions
- Small-business retirement plan solutions
- Retirement transition and distribution assistance
Annuity Solutions
- Variable annuities
- Registered index-linked annuities
- Fixed annuities
- Fixed indexed annuities through affiliated entities
Products are offered subject to applicable licensing, eligibility, and availability.
College and Education Savings
- 529 college savings plans
- Coverdell Education Savings Accounts, where available
- Education savings strategies for parents and grandparents
- Long-term college funding solutions
Additional Financial Services Through Primerica and Affiliated Providers
Depending on licensing and jurisdiction, representatives may also help clients access:
- Term life insurance and family income protection
- Financial needs analysis and financial education
- Debt reduction strategies
- Mortgage-related solutions and referrals
- Auto and homeowners insurance referral services
- Identity theft protection
- Prepaid legal protection services
Our goal is to build long-term client relationships—not simply complete one-time transactions.
WHY EXPERIENCED ADVISORS SHOULD CONSIDER THIS OPPORTUNITY
Expand Your Product Offering
Access investment solutions from recognized financial institutions, including American Funds, Fidelity, Franklin Templeton, Invesco, and other approved providers.
Build Long-Term Client Relationships
Develop a practice focused on retirement accounts, systematic investing, managed assets, and ongoing client service.
Capitalize on the Wall of Wealth
Work with families and individuals as retirement assets, employer-sponsored plans, and generational wealth move through different stages of life.
Focus on Personal Production
We welcome experienced advisors who want to focus on developing and servicing their own investment business.
Recruiting and building a team are not requirements for this production-focused opportunity.
Create Your Own Growth Path
Explore opportunities for increased personal production, additional securities licensing, advisory registration, and leadership development.
Professional Support and Infrastructure
Benefit from established product relationships, investment processing resources, training, technology, and operational support available through the affiliated platform.
POSITION RESPONSIBILITIES
- Develop and maintain relationships with investment clients
- Conduct financial needs assessments and client discovery meetings
- Identify suitable investment and retirement solutions
- Assist clients with eligible retirement account transfers and rollovers
- Educate clients about investment products, risks, costs, and strategies
- Conduct periodic client reviews and follow-ups
- Develop relationships with individuals, families, and business owners
- Maintain required securities registrations and comply with all applicable regulations
- Build a sustainable client-focused financial services practice
REQUIRED QUALIFICATIONS
MUST HAVE:
- FINRA Series 6
- FINRA Series 63
- Prior experience working with investment or financial services clients
- Eligibility for registration with PFS Investments Inc.
- Strong communication and relationship-building skills
- Commitment to ethical, client-focused financial service
HIGHLY PREFERRED:
- FINRA Series 65
- Existing experience with managed investment accounts
- Experience servicing retirement accounts and rollover clients
- Experience with mutual funds, annuities, or employer-sponsored retirement plans
- Established client relationship management skills
Additional licensing or insurance credentials may be required for certain services.
COMPENSATION AND BUSINESS STRUCTURE
This is an independent-contractor, commission-based business opportunity, not a traditional salaried W-2 position.
Compensation may include eligible investment product commissions and, for appropriately authorized advisors, investment advisory compensation under applicable programs.
There is no guaranteed salary or guaranteed income. Actual compensation depends on individual production, licensing, product eligibility, and applicable compensation schedules.
Flexible scheduling and opportunities for professional growth are available, subject to firm policies.
READY FOR YOUR NEXT CHAPTER?
You've already invested the time to become licensed.
You've gained experience in the financial services industry.
Now consider what you could accomplish with a broad investment platform, a growing retirement marketplace, and the opportunity to build meaningful relationships with the clients you serve.
The Wall of Wealth represents an extraordinary opportunity for qualified financial professionals.
We're looking for experienced, licensed advisors who are prepared to build their businesses with professionalism, integrity, and a long-term vision.
Apply today to explore an opportunity with Reuel Field & Associates.
Investment products and securities services are offered through PFS Investments Inc., member FINRA/SIPC. Investment advisory services are offered through Primerica Advisors, the advisory business of PFS Investments Inc. Other products and services are provided through applicable affiliated or third-party entities. Availability is subject to licensing, registration, eligibility, and firm approval. This opportunity is subject to applicable recruiting and advertising compliance requirements.
Pay: $79,000.00 - $95,300.00 per year
Education:
- Bachelor's (Preferred)
Work Location: Hybrid remote in Union, NJ 07083
Investment Representative Jobs by Experience Level
See All 12 Investment Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsInvestment Representative Job Market
Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in investment representative jobs.
- Active FINRA Series 6 or Series 7 license required at time of hire
- State securities license such as Series 63 or Series 66 required or must be obtained within 90 days
- Bachelor's degree in finance, business, economics, or a related field preferred
- One to three years of experience in financial services, banking, or client-facing sales
- Proficiency with CRM platforms and financial planning or trading software
- Strong consultative sales skills with demonstrated ability to meet production goals
Tips for Your Investment Representative Job Search
Lead your resume with licenses held
Hiring managers for investment representative roles scan for FINRA licenses before anything else. List your Series 6, Series 7, or Series 63 credentials in a dedicated section at the top, not buried in a sidebar or footnotes.
Quantify your book of business
Firms want to see portfolio size, client retention, and assets under management, not just duties. Replace phrases like 'managed client accounts' with specific outcomes your past employer will confirm in a reference check.
Target firms by product focus first
An investment representative at a mutual fund shop uses a different pitch than one at a full-service brokerage. Filter openings by the firm's core product line so your cover letter can speak directly to their client base and sales model.
Apply early to roles that fit
Migrate Mate lists investment representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a compliance-aware talking point
Interviewers at registered firms routinely ask how you handle suitability obligations and documentation. Prepare a specific example showing you matched a product to a client's risk profile and recorded your rationale correctly.
Negotiate on total comp, not base alone
Investment representative offers often include a draw against commission, trails, and bonuses tied to AUM thresholds. Ask the hiring manager to walk through the full compensation waterfall before you compare competing offers.
Investment Representative Jobs: Frequently Asked Questions
Which companies are hiring the most investment representatives?
LANDMARK CREDIT UNION, Farm Bureau Financial Services, and Independent Contractor/Consultant are hiring the most investment representatives right now, with openings concentrated in Wisconsin, New Mexico, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is strongest at full-service brokerages, independent registered investment advisers, and retail banks with investment divisions.
How many investment representative jobs are remote?
About 88% of investment representative openings are fully remote or hybrid as of November 2026, though fully in-office roles remain common given client relationship and compliance requirements. Phone-based and digital financial sales roles tend to offer the most remote flexibility within this occupation.
How do you become an investment representative?
Start by earning a bachelor's degree in finance, business, or a related field, then secure sponsorship from a FINRA member firm to sit for the required licensing exams, typically the Series 6 or Series 7 and a state-level securities exam. Many candidates enter through internships or entry-level client service roles at banks or brokerages, then move into a licensed representative position after passing their exams.
How do you get hired as an investment representative with little experience?
Focus on roles that offer on-the-job licensing sponsorship, which are common at large retail banks and insurance companies. Highlight any sales, customer service, or financial coursework experience in your application, and be ready to discuss why you want to work with clients on investment decisions. Passing even one FINRA exam before applying signals genuine commitment and sets you apart from unlicensed candidates.
What does the investment representative interview process look like?
Most firms use a two to three stage process: an initial screening call focused on your licensing status and sales background, a panel or hiring manager interview with behavioral and situational questions about client handling and suitability, and sometimes a final conversation with a branch or regional manager. Some firms add a role-play exercise where you walk through a hypothetical client conversation or product recommendation.
Where can I find and apply to investment representative jobs?
You can find and apply to investment representative jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your license level, specialization, and preferred location, then apply directly to each listing.
See All 12 Investment Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs