Farmington, CT · On-site
$50 - $70/hr
Ctwealthmgmt is looking for an entry-level Analyst in Farmington, CT, who will support clients by ... Applicants should possess a Bachelor's degree and a willingness to attain a Series 65 license. The ...
New
Farmington, CT · On-site
$50 - $70/hr
Ctwealthmgmt is looking for an entry-level Analyst in Farmington, CT, who will support clients by ... Applicants should possess a Bachelor's degree and a willingness to attain a Series 65 license. The ...
New
Be Seen First
We're hiring an entry-level financial advisor to help service an established book of clients. This ... Series 65 strongly preferred. If you are not yet licensed, we'll consider candidates who commit to ...
Quick apply
Be Seen First
We're hiring an entry-level financial advisor to help service an established book of clients. This ... Series 65 strongly preferred. If you are not yet licensed, we'll consider candidates who commit to ...
Lansing, MI · On-site
$65K - $75K/hr
... practice as an entry level Wealth Associate! Target start date is June 2027. Summary of ... Series 65 License preferred * Experience with eMoney or other financial planning software Knowledge ...
Posted today
Lansing, MI · On-site
$65K - $75K/hr
... practice as an entry level Wealth Associate! Target start date is June 2027. Summary of ... Series 65 License preferred * Experience with eMoney or other financial planning software Knowledge ...
Posted today
Groveport, OH · On-site
$45K - $60K/yr
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 ...
Groveport, OH · On-site
$45K - $60K/yr
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 ...
Groveport, OH · On-site
$500 - $10K/mo
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 ...
Groveport, OH · On-site
$500 - $10K/mo
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 ...
Groveport, OH · On-site
$45K - $60K/yr
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 ...
Quick apply
Groveport, OH · On-site
$45K - $60K/yr
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 ...
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop ...
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop ...
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop ...
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop ...
Bakersfield, CA · On-site
$52 - $80/hr
... Series 65 or ChFC designation) * Sales, customer service, or financial services experience is ... This is more than an entry-level financial services position - it's an opportunity to build a ...
New
Bakersfield, CA · On-site
$52 - $80/hr
... Series 65 or ChFC designation) * Sales, customer service, or financial services experience is ... This is more than an entry-level financial services position - it's an opportunity to build a ...
New
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop ...
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop ...
... Series 65 or ChFC designation) * Sales, customer service, or financial services experience is ... This is more than an entry-level financial services position - it's an opportunity to build a ...
Quick apply
... Series 65 or ChFC designation) * Sales, customer service, or financial services experience is ... This is more than an entry-level financial services position - it's an opportunity to build a ...
Middleton, WI · Hybrid
$65K - $85K/yr
This entry-level advisory role is designed for individuals pursuing a CFP ® designation who want ... Ability to obtain a Series 65 license within six (6) months of hire. * Strong analytical ...
Middleton, WI · Hybrid
$65K - $85K/yr
This entry-level advisory role is designed for individuals pursuing a CFP ® designation who want ... Ability to obtain a Series 65 license within six (6) months of hire. * Strong analytical ...
Middleton, WI · On-site
$65K - $85K/yr
This entry-level advisory role is designed for individuals pursuing a CFP ® designation who want ... Ability to obtain a Series 65 license within six (6) months of hire. * Strong analytical ...
Middleton, WI · On-site
$65K - $85K/yr
This entry-level advisory role is designed for individuals pursuing a CFP ® designation who want ... Ability to obtain a Series 65 license within six (6) months of hire. * Strong analytical ...
Plantation, FL · Hybrid
$60K - $85K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...
Plantation, FL · Hybrid
$60K - $85K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...
Houston, TX · On-site
$50K - $60K/yr
This entry-level position is ideal for a recent graduate or professional with 0-2 years of ... Trading or investment operations Series 65 or other industry certifications are not required. A ...
Quick apply
Houston, TX · On-site
$50K - $60K/yr
This entry-level position is ideal for a recent graduate or professional with 0-2 years of ... Trading or investment operations Series 65 or other industry certifications are not required. A ...
Houston, TX · On-site
$50K - $60K/yr
This entry-level position is ideal for a recent graduate or professional with 0-2 years of ... Trading or investment operations Series 65 or other industry certifications are not required. A ...
Houston, TX · On-site
$50K - $60K/yr
This entry-level position is ideal for a recent graduate or professional with 0-2 years of ... Trading or investment operations Series 65 or other industry certifications are not required. A ...
Plantation, FL · On-site
$60K - $85K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...
Plantation, FL · On-site
$60K - $85K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...
... Series 65 a plus), plus applicable state life, health, and variable products license. * Proven experience advising clients on investment and insurance products - this is not an entry-level role.
Quick apply
... Series 65 a plus), plus applicable state life, health, and variable products license. * Proven experience advising clients on investment and insurance products - this is not an entry-level role.
Warren, NJ · On-site
Entry-Level Financial Advisor - Launch Your Career with MassMutual NJ-NYC Are you ready to start a ... Licensing support (Series 6/7, Series 63/65 or 66, Life & Health) * Clear career advancement ...
New
Warren, NJ · On-site
Entry-Level Financial Advisor - Launch Your Career with MassMutual NJ-NYC Are you ready to start a ... Licensing support (Series 6/7, Series 63/65 or 66, Life & Health) * Clear career advancement ...
New
Milwaukee, WI · On-site
$50 - $70/hr
Overview The Wealth Associate RM is an entry level transitional role with expected development to a ... Series 65 (IA) required (will be given 6 months to achieve) * Required to pursue Certified ...
Milwaukee, WI · On-site
$50 - $70/hr
Overview The Wealth Associate RM is an entry level transitional role with expected development to a ... Series 65 (IA) required (will be given 6 months to achieve) * Required to pursue Certified ...
$25K - $29K
1% of jobs
$29K - $32.9K
6% of jobs
$32.9K - $36.9K
6% of jobs
$40.4K is the 25th percentile. Wages below this are outliers.
$36.9K - $40.8K
13% of jobs
$40.8K - $44.8K
17% of jobs
The median wage is $46.1K / yr.
$44.8K - $48.7K
20% of jobs
$51.3K is the 75th percentile. Wages above this are outliers.
$48.7K - $52.7K
18% of jobs
$52.7K - $56.6K
9% of jobs
$56.6K - $60.6K
5% of jobs
$60.6K - $64.5K
2% of jobs
$64.5K - $68.5K
2% of jobs
$25K
$47.8K
$68.5K
| Aspect | Entry Level Series 65 | Investment Advisor Representative |
|---|---|---|
| Certifications | Requires Series 65 license | Typically holds Series 65 or other relevant licenses |
| Work Environment | Entry-level role in financial advising, often in firms or broker-dealers | Advises clients on investments, often employed by RIAs or advisory firms |
| Industry Usage | Common for those starting in financial services | Practitioners 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.
Cities with the most Entry Level Series 65 job openings:
The most popular types of Series 65 jobs are:
States with the most job openings for Entry Level Series 65 jobs include:
The top searched job categories for Entry Level Series 65 jobs are:
$50 - $70/hr
Other
Retirement, PTO
Posted yesterday
New
Ctwealthmgmt is looking for an entry-level Analyst in Farmington, CT, who will support clients by managing comprehensive financial plans. Join a team dedicated to positive impacts in clients' lives and professional growth within a collaborative work environment.
The role involves preparing meeting materials, data analysis, and building relationships with clients. Applicants should possess a Bachelor's degree and a willingness to attain a Series 65 license.
The firm offers generous benefits including 5 weeks paid vacation, 401(k) contributions, and opportunities for professional development.
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