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Entry Level Series 65 Jobs (NOW HIRING)

Foster Klima

Entry-Level Wealth Manager

Fargo, ND · On-site +1

$125K/yr

As a full-time Entry Level Wealth Manager for Foster Klima, there are no Sales Territories. Our ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) * Bachelor's degree preferred ...

rebel Financial

Financial Coach

Groveport, OH

$500 - $10K/mo

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Compensation & Benefits Base Salary: $45,000 - $60,000, depending on experience, licensing, and client development readiness: * Entry-level candidates (around $45,000) have Series 65 license but have ...

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Entry Level Series 65 information

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$25K

$47.8K

$68.5K

How much do entry level series 65 jobs pay per year?

As of Aug 13, 2026, the average yearly pay for entry level series 65 in the United States is $47,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What kind of job can you get with an Entry Level Series 65?

An Entry Level Series 65 license qualifies individuals for roles such as investment analyst, financial advisor, or client services associate at financial firms. These positions involve providing investment advice, conducting research, and supporting portfolio management, often requiring knowledge of securities regulations and investment products.

What is the difference between Entry Level Series 65 vs Investment Advisor Representative?

AspectEntry Level Series 65Investment Advisor Representative
CertificationsRequires Series 65 licenseTypically holds Series 65 or other relevant licenses
Work EnvironmentEntry-level role in financial advising, often in firms or broker-dealersAdvises clients on investments, often employed by RIAs or advisory firms
Industry UsageCommon for those starting in financial servicesPractitioners providing personalized investment advice

The Entry Level Series 65 is a foundational license for financial professionals, often serving as a stepping stone to becoming an Investment Advisor Representative. While both roles involve investment advising, the Series 65 license is required to act as an Investment Advisor Representative, who provides personalized financial advice and manages client portfolios. The main difference lies in the role's scope and licensing requirements, with the Series 65 being an entry-level qualification to become an IAR.

More about Entry Level Series 65 jobs
What cities are hiring for Entry Level Series 65 jobs? Cities with the most Entry Level Series 65 job openings:
What are the most commonly searched types of Series 65 jobs? The most popular types of Series 65 jobs are:
What states have the most Entry Level Series 65 jobs? States with the most job openings for Entry Level Series 65 jobs include:
What job categories do people searching Entry Level Series 65 jobs look for? The top searched job categories for Entry Level Series 65 jobs are:
Entry Level Series 65 jobs near you
Infographic showing various Entry Level Series 65 job openings in the United States as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 75% In-person, 20% Hybrid, and 5% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Entry-Level Wealth Manager

Foster Klima

Bismarck, ND • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 16 days ago

Job description

Description
The Foster Klima agency is in MN, ND, and SD. We can only hire Representatives who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Entry Level Wealth Manager for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.
No territory restrictions - serve clients nationwide!!
Benefits & Rewards
  • Competitive compensation structure with bonuses and incentives
  • Full benefits package including retirement savings, health, dental, and vision coverage
  • Personalized coaching and leadership development opportunities
  • Pathways for advancement and long-term career development
  • Supportive, collaborative team environment

Remote work after training and licensing.
Elevate Your Practice. Expand Your Impact.
Foster Klima is seeking seasoned Insurance Agents and Financial Advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Whether you're looking to transition, enhance client offerings, or gain access to industry-leading resources, we offer a partnership designed to help you thrive. We understand the value of your expertise and offer a platform that allows you to maintain independence while benefiting from deep infrastructure, collaborative culture, and unmatched earning potential.
What you'll gain from working with Foster Klima
  • Strategic Growth Support: Development coaching, marketing resources, and planning tools.
  • High Earning Potential: One of the most lucrative contracts in the industry.
  • Comprehensive Benefits: Pension, 401(k) with match, health, dental, and vision insurance.
  • Leadership Pathways: Opportunities to mentor, lead, and shape the future of the agency.
  • Work From Home Capability: Possible after completing onboarding and transition.

Responsibilities
Your Role as a Foster Klima FR
• Deepen relationships with existing clients and expand your reach through strategic development
• Deliver comprehensive financial planning tailored to each client's unique goals
• Leverage Foster Klima's platform to streamline operations and enhance client outcomes
• Collaborate with a network of high-performing advisors and mentors
• Maintain long-term relationships and guide clients through life's financial transitions
• The Living Balance Sheet Philosophy
Qualifications
Who We Are Looking For
• Minimum 2-3 years of experience as a financial advisor or representative
• Proven success in client acquisition, retention, and relationship management
• Go-getter mindset with a commitment to client-first service
• Strong communication skills and a collaborative spirit
• Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66)
• Bachelor's degree preferred

Apply