Remote Licensed Investment Advisor - Uncapped Commission

trainwell; Suitland (MD); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Base salary of $60,000–$75,000

Commission structure

Paid time off

Remote work flexibility

Job summary

An insurance agency is seeking a Licensed Investment Representative to manage mutual fund investments and build long-term relationships with clients. This remote position requires SIE, Series 6, and Series 63 licenses, along with prior investment experience. Responsibilities include client consultations, portfolio management, and compliance adherence. The role offers a base salary of $60,000–$75,000 annually, along with commission on sales and remote work flexibility.

Qualifications

• Must possess SIE, Series 6, and Series 63 licenses.
• Experience with mutual fund investments required.
• Self-motivated and able to work independently.

Responsibilities

• Conduct investment consultations with clients.
• Recommend and manage mutual fund products.
• Educate clients on market conditions.
• Maintain accurate transactional records.

Skills

Investment management

Communication

Relationship building

Compliance

Job description

An insurance agency is seeking a Licensed Investment Representative to manage mutual fund investments and build long-term relationships with clients. This remote position requires SIE, Series 6, and Series 63 licenses, along with prior investment experience. Responsibilities include client consultations, portfolio management, and compliance adherence. The role offers a base salary of $60,000–$75,000 annually, along with commission on sales and remote work flexibility.