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Entry Level Series 65 License Jobs (NOW HIRING)

Main Financial Group LLC

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Client Operations Specialist - Livonia

Livonia, MI · On-site

$75K - $85K/yr

Michigan Life & Health Insurance License and Series 65 preferred, but not required Compensation * $75,000 annual salary for candidates who do not currently hold both the Michigan Life & Health ...

Main Financial Group LLC

Be Seen First

Client Operations Specialist - Livonia

Livonia, MI · On-site

$75K - $85K/yr

Michigan Life & Health Insurance License and Series 65 preferred, but not required Compensation * $75,000 annual salary for candidates who do not currently hold both the Michigan Life & Health ...

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

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 ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

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

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 ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

Foster Klima

Entry-Level Wealth Manager

Bismarck, ND · On-site +1

As a full-time Entry Level Wealth Manager for Foster Klima, there are no Sales Territories. Our ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) • Bachelor's degree ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

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All JobsSeries 65 License JobsEntry Level Series 65 License Jobs

Entry Level Series 65 License information

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$25K

$47.8K

$68.5K

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

As of Aug 30, 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?

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.

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.
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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 75% Full Time, and 25% Part Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Field Agent

Knights of Columbus

Georgetown, TX • On-site

Other

Medical, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

A CAREER UNLIKE ANY OTHER

Working with the Knights of Columbus as an insurance agent is unlike any other career opportunity you’ll come across. Knights of Columbus is a fraternal benefit society for Catholic men. We are a not-for-profit charitable membership organization that helps provide financial security to its members and their families through its insurance programs while also engaging in charitable works. In 2023 alone, Knights of Columbus donated $193,000,000 to charity and our members performed 47.5 million hours of volunteer service in their communities.

Each Knights of Columbus insurance agent is assigned to a territory of Knights of Columbus families.Our agents offer meaningful financial and insurance solutions to our Catholic members and their families and join our members in building our church and serving our communities.

The Knights of Columbus insurance program has earned numerous accolades including an A+ (Superior) rating from A.M. Best as of December 2023.


WHAT WE OFFER:

  • Career centered on the Catholic faith and serving the community
  • Contacts in our councils who are eligible to purchase insurance
  • Schedule you set yourself
  • Coaching on your business plan
  • Training plan developed just for you
  • Eligibility for our group life, medical, and disability insurance
  • Eligibility for our cash balance pension plan and 401(k) plans
  • Eligibility to earn performance incentives and bonuses


WHAT WE EXPECT FROM OUR AGENTS:

  • Provide our members and their families with the advice that fits their needs
  • Be deeply involved in your parish and the councils of Knights you serve
  • Build and enhance your financial literacy
  • Learn and follow all regulatory requirements
  • Provide our members and their families with outstanding customer service


QUALIFICATIONS (Minimum):

Active state license to sell life insurance and our other products, or successful completion of the license process when required by the state


PREFERRED QUALIFICATIONS (Not required):

  • Bachelor’s degree
  • Sales experience
  • Series 65 license
  • CFP, CLU, CFA, or CPA professional designations

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