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Entry Level Series 65 License Jobs (NOW HIRING)

ValuTeachers

Internal Financial Advisor

Ponte Vedra, FL · On-site

$75K - $250K/yr

As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory ...

Rose Wealth

Be Seen First

Financial Advisor

Lubbock, TX · On-site

$70K - $250K/yr

Series 7 License * Series 65 License * Texas Insurance License * Expertise in financial planning, investment strategies, and risk management * Strong skills in client relationship management ...

rebel Financial

Financial Coach

Groveport, OH

$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 ...

rebel Financial

Financial Coach

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 ...

rebel Financial

Financial Coach

Groveport, OH · On-site

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 ...

W3Global Inc.

Fiduciary Advisor

Olympia, WA

$60K - $80K/yr

Active Series 65 License * Active Life & Health Insurance License * Strong relationship management skills * Strong communication and presentation skills * Public speaking experience * Strong ...

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All JobsSeries 65 License JobsEntry Level Series 65 License Jobs

Entry Level Series 65 License information

See salary details

$25K

$47.8K

$68.5K

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

As of Jul 31, 2026, the average yearly pay for entry level series 65 license 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.

Is it worth it to get a series 65 license?

The Series 65 license is valuable for individuals seeking to become investment adviser representatives or work in financial planning, as it qualifies them to provide investment advice and manage client portfolios. It is often required by firms and can enhance job prospects in the financial advisory industry. Obtaining the license involves passing a comprehensive exam and demonstrates knowledge of securities, regulations, and ethics relevant to the role.

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

Passing the Series 65 license qualifies individuals for roles such as investment advisor representative, financial planner, or investment advisor. These positions involve providing financial advice, managing client portfolios, and complying with regulatory standards using the knowledge gained from the exam.

How much can I make with a series 65 license?

Entry-level financial advisors or investment professionals with a Series 65 license typically earn between $50,000 and $80,000 annually, with potential for higher earnings based on experience, client base, and performance. Compensation often includes a combination of salary, commissions, and bonuses, and developing strong client relationships and investment knowledge can lead to increased income.

What is the difference between Entry Level Series 65 License vs Financial Advisor?

AspectEntry Level Series 65 LicenseFinancial Advisor
Required CredentialsSeries 65 license, sometimes combined with other licensesSeries 65 license, CFP certification often preferred
Work EnvironmentRegulatory exams, licensing, compliance-focusedClient meetings, financial planning, investment advising
Employer & Industry UsageFinancial firms, investment advisory firmsWealth management firms, independent advisory practices

The Entry Level Series 65 License is a regulatory credential required for those providing investment advice, while a Financial Advisor is a professional who offers comprehensive financial planning and investment services, often holding the Series 65 license along with other certifications. The license is a prerequisite for many advisory roles, but the Financial Advisor role encompasses broader client interaction and financial planning responsibilities.

How to make $10,000 a month with no degree?

An Entry Level Series 65 License can help you start a career in financial advising or investment management, which can potentially lead to high earnings through commissions, fees, and client assets under management. Building experience, gaining certifications, and developing strong client relationships are key to increasing income. However, earning $10,000 a month typically requires significant experience, a large client base, or advanced skills beyond entry-level positions.
More about Entry Level Series 65 License jobs
What cities are hiring for Entry Level Series 65 License jobs? Cities with the most Entry Level Series 65 License job openings:
What are the most commonly searched types of Series 65 License jobs? The most popular types of Series 65 License jobs are:
What states have the most Entry Level Series 65 License jobs? States with the most job openings for Entry Level Series 65 License jobs include:
What job categories do people searching Entry Level Series 65 License jobs look for? The top searched job categories for Entry Level Series 65 License jobs are:
Entry Level Series 65 License jobs near you
Infographic showing various Entry Level Series 65 License job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 80% Full Time, 16% Part Time, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Internal Financial Advisor

ValuTeachers

Ponte Vedra, FL • On-site

$75K - $250K/yr

Contractor

Retirement

Re-posted 15 days ago

Job description

Benefits:
  • Bonus based on performance
  • Opportunity for advancement
  • Training & development

Financial Advisor - Educator Retirement Specialist
$75,000+ Income Potential • Full-Time • 1099 Independent Contractor • 100% Commission
Series 65 License Required • Must reside in the Ponte Vedra, Florida area
Grow Your Career While Helping Educators Retire with Confidence
ValuTeachers Inc.® specializes in helping educators and public service employees build financial security and retire with confidence. As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory practice.
This role is ideal for professionals who want the independence of a 1099 commission-based business model combined with the infrastructure, support, and mission-driven environment of an established organization.
What Makes This Role Different?
Mission-Driven Work
Serve educators and public service employees who value trusted financial guidance.
Built-In Support to Accelerate Growth
Access proven systems, executive mentorship, and a collaborative advisor team.
Marketing & Operational Infrastructure
Benefit from marketing support, technology platforms, and call-center assistance designed to help you focus on client relationships and revenue growth.
Unlimited Income Potential
Compensation is 100% commission-based, allowing high-performing advisors to scale their earnings based on production.
Licensing (Required)
• Life Insurance License
• Series 65 License
Location Requirement
• Must reside in or near Ponte Vedra, Florida
Experience
• Understanding of 403(b), 457, & small business retirement plans preferred
• Prior experience in financial advising, retirement planning, or wealth management is strongly preferred
Professional Skills
• Strong relationship-building and communication abilities
• Entrepreneurial mindset with a desire to build a client base
• Bachelor's degree or equivalent industry experience
Additional Advantage
• Spanish fluency is a plus but not required
Why Advisors Join ValuTeachers
• Align your career with a mission that supports educators and public servants
• Build your advisory practice with turnkey systems and infrastructure
• Receive mentorship and collaboration from experienced financial professionals
• Work with qualified prospective clients, not just cold leads
• Join a company with a strong reputation in the education retirement space
This is a commission-only opportunity. A stipend is provided during the first 90 days to support your ramp-up period, after which compensation transitions to commission.
If you are a licensed financial professional with a Series 65 who wants to build a meaningful and scalable advisory business serving educators, we invite you to apply.
Compensation: $75,000.00 - $250,000.00 per year
ValuTeachers
Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that "Education is not preparation for life; Education is life itself" (John Dewey). Our Retirement Specialists service school systems nationally with 403(b)/IRA/457 plans.
ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement-recognizing that teachers and school employees professionally are undervalued.
Company Website:

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