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 ...
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 ...
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 ...
Quick apply
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 ...
Portfolio Analyst
Stamford, CT · On-site
FINRA Series 65 license must be obtained within 120 days from start date; preferred and may be obtained within 90 days if not currently licensed * Beginner or intermediate level of investment ...
Portfolio Analyst
Stamford, CT · On-site
FINRA Series 65 license must be obtained within 120 days from start date; preferred and may be obtained within 90 days if not currently licensed * Beginner or intermediate level of investment ...
Entry Level Wealth Associate
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 ...
Entry Level Wealth Associate
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 ...
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 ...
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 ...
Financial Advisor
Irvine, CA · On-site
$80K - $140K/yr
The ideal candidate has at least two years of financial advisory experience, a Series 65 license, and the communication skills and personality to earn clients' trust. Responsibilities * Build and ...
Financial Advisor
Irvine, CA · On-site
$80K - $140K/yr
The ideal candidate has at least two years of financial advisory experience, a Series 65 license, and the communication skills and personality to earn clients' trust. Responsibilities * Build and ...
Financial Advisor
Granite Bay, CA · On-site
$60K - $175K/yr
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Quick apply
Financial Advisor
Granite Bay, CA · On-site
$60K - $175K/yr
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Financial Advisor
Granite Bay, CA · On-site
$60K - $175K/yr
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Quick apply
Financial Advisor
Granite Bay, CA · On-site
$60K - $175K/yr
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Current Series 65 License Compensation package includes: Salary, ESOP, 401k with Employer match, Health Insurance, Long Term Disability Insurance, and Vacation/PTO #hc259836
Quick apply
Current Series 65 License Compensation package includes: Salary, ESOP, 401k with Employer match, Health Insurance, Long Term Disability Insurance, and Vacation/PTO #hc259836
Financial Advisor
Granite Bay, CA · On-site
$60K - $175K/yr
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Quick apply
Financial Advisor
Granite Bay, CA · On-site
$60K - $175K/yr
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Financial Advisor
Roseville, CA · On-site
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Financial Advisor
Roseville, CA · On-site
Must hold a valid Series 65 license. * Must hold a Life insurance license * Fit Solera culture. * High character: integrity, humility, hunger to grow, loving people, and excellence. * Proven ...
Licensed Financial Consultant
Houston, TX · On-site
Key Requirements Series 65 License Required 2+ Years Experience Client Relations Skills Position Overview We are seeking a passionate and experienced Licensed FinancialConsultant to join our growing ...
Licensed Financial Consultant
Houston, TX · On-site
Key Requirements Series 65 License Required 2+ Years Experience Client Relations Skills Position Overview We are seeking a passionate and experienced Licensed FinancialConsultant to join our growing ...
Relationship Banker
Grapevine, TX · On-site
$17 - $22.50/hr
State Insurance license(s) * FINRA Series 65 or equivalent examination required in specified states, including Texas, within a designated timeframe * Securities Industry Essentials (SIE) exam ...
New
Relationship Banker
Grapevine, TX · On-site
$17 - $22.50/hr
State Insurance license(s) * FINRA Series 65 or equivalent examination required in specified states, including Texas, within a designated timeframe * Securities Industry Essentials (SIE) exam ...
New
Associate Advisor - Middleton, WI
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 ...
Associate Advisor - Middleton, WI
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 ...
Associate Advisor - Middleton, WI
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 ...
Associate Advisor - Middleton, WI
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 ...
Relationship Banker
Elk Grove, CA · On-site
$19.50 - $25.50/hr
FINRA Series 65 or equivalent required within a specified period for certain listed states * Required FINRA licenses must be obtained and maintained for continued employment * Enhanced financial ...
New
Relationship Banker
Elk Grove, CA · On-site
$19.50 - $25.50/hr
FINRA Series 65 or equivalent required within a specified period for certain listed states * Required FINRA licenses must be obtained and maintained for continued employment * Enhanced financial ...
New
WA-Tacoma Licensed series 65 Fiduciary Advisor
Tacoma, WA · On-site
$100K - $200K/yr
Licensed series 65 fiduciary advisors * Relationship-driven, ethical, and passionate about helping seniors secure their retirement. * Self-motivated with sales or financial services experience ...
WA-Tacoma Licensed series 65 Fiduciary Advisor
Tacoma, WA · On-site
$100K - $200K/yr
Licensed series 65 fiduciary advisors * Relationship-driven, ethical, and passionate about helping seniors secure their retirement. * Self-motivated with sales or financial services experience ...
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 ...
Quick apply
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 ...
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 ...
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 ...
Financial Coach
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 ...
Financial Coach
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 ...
Entry Level Series 65 License information
See salary details
$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
How much do entry level series 65 license jobs pay per year?
As of Sep 14, 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.
What is the difference between Entry Level Series 65 License vs Financial Advisor?
| Aspect | Entry Level Series 65 License | Financial Advisor |
|---|---|---|
| Required Credentials | Series 65 license, sometimes combined with other licenses | Series 65 license, CFP certification often preferred |
| Work Environment | Regulatory exams, licensing, compliance-focused | Client meetings, financial planning, investment advising |
| Employer & Industry Usage | Financial firms, investment advisory firms | Wealth 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.
What kind of job can you get with an Entry Level Series 65 License?
An Entry Level Series 65 License qualifies individuals for roles such as investment advisor representative or financial planner. These positions involve providing investment advice, managing client portfolios, and complying with regulatory standards, often requiring strong analytical and communication skills.
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:
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Entry-Level Wealth Planning Analyst | Growth & Mentorship
Farmington, CT • On-site
Ctwealthmgmt
Other
Retirement, PTO
Posted 12 days ago
Job description
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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