Mid Level Investment Solutions Representative Jobs

Mid level investment solutions representative jobs go to professionals ready to own client portfolios end to end, mentor associates, and drive solution recommendations with limited oversight. Openings run across Investment & Asset Management, Banking & Financial Services, and Fintech, with JPMorganChase, Morgan Stanley, and Jobot competing for investment solutions representatives at this level now.

Find Jobs

Overview

Open roles61
Top stateNew York
Top employerJPMorganChase
Top cityNew York, NY
Work type86% On-site
Top industryInvestment

Showing 5 of 61+ Mid Level Investment Solutions Representative jobs

Senior Investment Management Paralegal
We won't show you this job again
Added 1d ago
Senior Investment Management Paralegal
Ropes & Gray LLP
Chicago, Illinois
Compliance & Legal
Legal Counsel
Paralegal & Legal Support
$102k - $177k/yr
Hybrid
Associate's degree in paralegal studies
1,001-5,000

Have you applied for this role?

Client Support, Senior Associate, State Street Investment Management
We won't show you this job again
Added 1w ago
Client Support, Senior Associate, State Street Investment Management
State Street
Quincy, Massachusetts
Business Development
Marketing
Sales
$52k - $85k/yr
Hybrid
Bachelor's degree in finance
10,000+

Have you applied for this role?

Investment Banking Real Estate Associate - New York
We won't show you this job again
Added 1w ago
Investment Banking Real Estate Associate - New York
Morgan Stanley
New York, New York
Accounting
Investment Banking & Capital Markets
$175k - $225k/yr
Master's degree in business administration
10,000+

Have you applied for this role?

AVP, Investment Products
We won't show you this job again
Added 1w ago
AVP, Investment Products
LPL Financial
Fort Mill, South Carolina
Account Management
Customer Service
Customer Success
$122k - $202k/yr
Bachelor's degree in finance
5,001-10,000

Have you applied for this role?

Investment Banking Analyst II
We won't show you this job again
Added 2w ago
Investment Banking Analyst II
Raymond James
New York, New York
Finance
Accounting
Business Analysis
Strategy & Corporate Development
Investment Banking & Capital Markets
Corporate Development & M&A
$75k - $110k/yr
On-Site
Bachelor's
10,000+

Have you applied for this role?

See All 61 Mid Level Investment Solutions Representative Jobs

Find roles that match your experience and apply in just a few clicks.

Find Jobs

Mid Level Investment Solutions Representative Job Market

Who's Hiring

  • JPMorganChase17
  • Morgan Stanley4
  • Jobot3
  • Raymond James2
  • Bank of Hawaii2

Top Industries Hiring

  • Investment & Asset Management30
  • Banking & Financial Services27
  • Fintech15
  • Staffing & Recruiting5
  • Consulting & Professional Services3

Mid Level Investment Solutions Representative Jobs: Frequently Asked Questions

How do I get a mid level investment solutions representative job?

Position your existing experience around ownership and outcomes. Highlight client relationships you managed independently, solutions you recommended without heavy supervision, and measurable results like portfolio growth or client retention. Tailor your resume to show progression beyond execution into judgment and accountability. Mid level hiring managers want to see that you can run a process, not just support one.

Which companies hire mid level investment solutions representatives?

Companies hiring mid level investment solutions representatives right now include JPMorganChase, Morgan Stanley, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from wealth management firms, regional banks, insurance carriers, and asset managers looking for professionals who can independently manage relationships and close solutions-based business.

Are there remote mid level investment solutions representative jobs?

Yes, though many roles still prefer hybrid or on-site arrangements given the client-facing nature of the work. About 14% of mid level investment solutions representative openings are remote or hybrid as of November 2026, with fully remote positions more common at firms that serve clients primarily through digital or phone-based channels rather than in-branch relationships.

How do I move up to a mid level investment solutions representative role?

Moving into a mid level investment solutions representative role typically follows a few years of building technical fluency with financial products, taking ownership of smaller accounts or projects, and demonstrating consistent results without close supervision. Earning relevant credentials, expanding your product knowledge, and showing that you can manage client expectations and resolve complex needs independently all signal readiness for this level.

Which industries hire the most mid level investment solutions representatives?

Mid Level investment solutions representative roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive mid level hiring because they serve clients with complex, recurring financial needs that require seasoned representatives who can build long-term relationships and recommend tailored investment strategies.