How to Become an Investment Representative?

Are you thinking of becoming an Investment Representative or already started your career and planning the next step? Learn how to become an Investment Representative, what skills you need to succeed, how to advance your career and get promoted, and what levels of pay to expect at each step on your career path. Explore new Investment Representative job openings and options for career transitions into related roles.

Investment Representative Career Path

Financial Advisor

Alias: Financial Advisor II, Associate Financial Advisor...(3)
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12% advanced to
2 - 4Years of Experience
€33K - €50K /yrAvg. Annual Salary
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12% advanced to

Senior Financial Advisor

Alias: Financial Advisor III
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2 - 4Years of Experience
€43K - €65K /yrAvg. Annual Salary
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Lead Financial Advisor

Alias: Team Lead Financial Advisor
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5 - 7Years of Experience
Not Enough Salary Reports
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Salary Trajectory

Investment Representative Career Path

Financial Advisor I
Financial Advisor
Senior Financial Advisor
Financial Advisor Manager
Lead Financial Advisor
Head Financial Advisor
Vice President of Finance
Senior Vice President of Finance
€0
€32K
€64K
€96K
€160K

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Important Skill Sets for the Investment Representative Career Path

Credibility
Computer Literacy
.NET
Excellent Communication

Related careers in the Finance & Accounting Industry

Interested in other Finance & Accounting careers? Below are occupations that have high affinity with Investment Representative skills. Discover some of the most common Investment Representative career transitions, along with skills overlap.

Financial Analyst
13% skills overlap
15% transitioned to Financial Analyst