What Does an Investment Advisor Representative Do?
Working in the financial services industry, there are a wide range of opportunities for investment advisor representative positions. This career is typically well compensated, doesn’t require long hours, and is found in all investment firms. The primary function of this job can be divided into three sections: sell investment products to new clients, maintain relationships, and stay current on new investment products.
Related Questions
- Can I purchase coverage for my activities as a registered investment advisor representative (Series 65) and, if so, how much does it cost?
- Can I be registered as an investment advisor representative with two registered investment advisor firms at the same time?
- What Does an Investment Advisor Representative Do?
