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Entry Level Series 65 License Jobs (NOW HIRING)

The Forge Companies

Financial Advisor

Atlanta, GA · On-site

This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.

New

Boutique Recruiting

Financial Advisor

Jacksonville, FL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Possession of a Series 65 license * An insurance license is preferred * Background as a college athlete or in military service is preferred Benefits: * Medical, dental, and vision coverage starting ...

GG Group Ventures LLC

Servicing Advisor

Orlando, FL · On-site

$90K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... · Series 65 license or Series 66 license and 2-15 Health & Life Agent License - must pass within 90-days of contract · Experience communicating directly with clientele · Degree in finance ...

GG Group Ventures LLC

Servicing Advisor

Orlando, FL · On-site

$90K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... · Series 65 license or Series 66 license and 2-15 Health & Life Agent License - must pass within 90-days of contract · Experience communicating directly with clientele · Degree in finance ...

Black Swift Group

Vice President, Client Service

Boulder, CO · On-site

$150 - $300/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Series 65 license, CAIA, CFA or CFP a plus Benefits, Compensation and Location This is a full-time, in-person position, located in Boulder, Colorado. The salary range, depending on experience, is ...

Focus Financial Partners

Client Service Associate

Kansas City, MO · On-site

$14.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Obtain Series 65 license within the first 12 months of employment. Qualifications * Bachelor's degree in Finance, Business, or related field preferred. * 2+ years in financial services or client ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Series 65 license required, or the ability to sit for the Series 65 within 90 days of hire and successfully obtain the license within the first year of employment as a condition of continued ...

Leland

FINRA Exams (Series 7 & SIE) Tutor

We're seeking an experienced FINRA exams tutor to work with candidates preparing for licensing exams including SIE, Series 7, Series 6, Series 63, Series 65, and Series 66. This role includes ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Series 65 license required, or the ability to sit for the Series 65 within 90 days of hire and successfully obtain the license within the first year of employment as a condition of continued ...

WSFS Bank

Portfolio Analyst

Berwyn, PA

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Series 65 license required or the ability to successfully pass the Series 65 examination within three (3) months of hire. * General knowledge of investment markets, portfolio management, asset ...

New

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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 Aug 12, 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 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 knowledge of securities and financial regulations.

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.

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 August 2026, with employment types broken down into 2% As Needed, 68% Full Time, 24% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Financial Advisor

The Forge Companies

Atlanta, GA • On-site

Full-time

Posted 3 days ago

New

Job description

Job Summary
A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in service of our clients. The Financial Advisor must have a working knowledge of financial products and services including portfolio investments, insurance and annuity planning, trust, and estate planning, and more. The person in this role must be able to work autonomously and manage a full book of clients. This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Work diligently to develop expertise in the financial planning process as employed by Advocacy Wealth Management for our unique client base which consists primarily of injured plaintiffs who receive a lawsuit recovery.
  • Work with other Financial Advisors to identify AWM clients who are best served within the Core Accounts Unit and then work with all interested parties to transfer these clients to the unit.
  • Serve as the Financial Advisor and primary contact within the Core Accounts Unit to provide fiduciary-level financial guidance to assigned clients.
  • Work with clients and appropriate internal and external partners to implement all recommendations and solutions presented in the financial plan that are in the best interest of the client.
  • Meet with clients pursuant to the service standards outlined for the Core Accounts Unit and update as necessary their financial plan to include the verification of their portfolio suitability and risk profile.
  • Assume responsibility for proper review and documentation of the client's financial situation.
  • Identify additional planning opportunities through an assessment of the client's financial needs.
  • Serve as a personal financial advisory resource for a client's attorney and CPA.
  • Establish and maintain excellent working relationships with various specialists who support client service and client development efforts. Serve as an advocate for clients with other business units.
  • Monitor and update pertinent client information using the firm's contact management system.
  • Stay abreast of changing economic, legal, financial planning, investment, and general market and business issues and trends impacting clients.
  • Other duties as assigned.

Required Skills/Abilities
  • Bachelor's four-year undergraduate degree or equivalent.
  • Series 65 licensed (will be required to obtain within 6 months, if not)
  • Life and Health Insurance licensed (will be required to obtain withing 6 months, if not)
  • CERTIFIED FINANCIAL PLANNERTM designation strongly preferred.
  • Ability to travel up to 40% of time for client meetings.
  • Experience working directly with clients in financial services environment.
  • Detail orientated, strong math, and analytical skills.
  • Good organization and time management skills.
  • Ability to communicate at all levels within the organization.
  • Process oriented and can work with a team.
  • Strong computer and software skills.

Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.

Travel Requirements
  • Less than 5% of the time, but occasional travel is necessary.

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