Investment Advisor Representative
WTW · Richardson
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- Company
- WTW
- Location
- Richardson
- Posted
- October 1, 2026
About this job
The Role The Investment Advisor Representative (IAR) is responsible for delivering investment advisory services to individual clients, supported by a technology-enabled, hybrid robo-human advisory model. The role focuses on providing ongoing investment advisory support, asset allocation recommendations and mapping, portfolio construction and monitoring, and discretionary investment advice, as appropriate. Client asset allocations and portfolio recommendations are generated by an underlying advisory model designed to align with each client’s stated objectives, risk tolerance, and personal circumstances. Advisors are responsible for reviewing model ‑ generated outputs, applying professional judgment, addressing client ‑ specific considerations, and communicating recommendations clearly and…
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