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Entry Level Series 65 Jobs (NOW HIRING)

As a FULL-TIME Entry-Level Financial Advisor for Foster Klima, there are no Sales Territories. Our ... Licensed (Life & Health, SIE, Series 7, Series 65/66) * Bachelors degree preferred About Company ...

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 Jul 2, 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 jobs can I do at 65?

At 65, individuals with an Entry Level Series 65 license can pursue roles such as financial advisor, investment consultant, or client relationship manager. These positions often require strong communication skills, knowledge of financial products, and may involve part-time or flexible schedules depending on the employer.

What jobs can you get if you pass the series 65?

Passing the Series 65 exam qualifies individuals for roles such as Investment Advisor Representative, allowing them to provide financial planning and investment advice to clients. These positions often require registration with state securities regulators and involve advising on securities, retirement plans, and financial strategies. The role typically requires strong knowledge of financial products, compliance, and client management.

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.

What can you do with your series 65?

The Series 65 license qualifies individuals to work as investment adviser representatives, providing financial advice and managing client portfolios. It allows you to offer investment recommendations, develop financial plans, and operate in a regulated environment that requires knowledge of securities, regulations, and ethical standards.

What professions make 200,000 a year without a degree?

Entry-level Series 65 professionals typically do not earn $200,000 annually; however, experienced financial advisors or insurance agents with strong client bases and sales skills can reach or exceed this income level without a college degree. Success in such roles often depends on certifications, sales ability, and industry experience rather than formal education. High earnings are usually associated with commission-based roles in finance and insurance sectors.
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:
Infographic showing various Entry Level Series 65 job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,831 per year, or $23 per hour.
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Foster Klima

Minneapolis, MN • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 10 hours 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 Financial Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.
Remote Opportunity after training and licensing.
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 growth
  • Supportive, collaborative team environment

Work From Home Opportunity after training and licensing.
Elevate Your Practice. Expand Your Impact.
Foster Klima is seeking seasoned 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 your book of business, enhance the 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
  • Strategic Growth Support: Business 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
• Deepen relationships with existing clients and expand your reach through strategic growth
• 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
Qualifications
Who We're 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 7, Series 65/66)
• Bachelors degree preferred