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Entry Level Series 65 License Jobs (NOW HIRING)

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$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

Wsfsbank

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

Foster Klima

Entry-Level Wealth Manager

Bismarck, ND · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

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 ...

Focus Financial Partners Inc.

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 ...

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Entry Level Series 65 License information

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

As of Aug 13, 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.

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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:
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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 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.

Portfolio Analyst

Wsfsbank

Berwyn, PA • On-site

$64K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset allocation, portfolio construction, and trading. This role primarily supports the implementation of the firm's investment strategies, model portfolios, and centralized portfolio solutions across client accounts.

The Portfolio Analyst will play a key role in maintaining and optimizing portfolio management and trading systems, supporting model adoption initiatives, implementing strategic portfolio changes, and enhancing operational efficiency through technology. This position has a strong institutional focus, emphasizing centralized portfolio oversight and model management rather than individual account management. The role provides significant exposure to investment research, portfolio construction, and strategy implementation, offering a direct pathway for career development within the Investment Research & Strategy function.

Job Responsibilities

  • Support the delivery and management of centralized portfolio solutions within the firm's goals-based investment framework.
  • Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents.
  • Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm's book of business.
  • Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption.
  • Partner with Investment Advisors to facilitate model adoption, including documentation and implementation processes.
  • Assist in the execution of tactical asset allocation shifts, portfolio rebalances, and strategic investment changes directed by the Investment Research & Strategy team.
  • Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability.
  • Support optimization of portfolio management technology, workflows, and system capabilities.
  • Execute account-level transactions when necessary to support broader portfolio management objectives.
  • Support the work of the Investment Research & Strategy team across asset classes and investment disciplines.
  • Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items.
  • Participate in research and strategy initiatives by preparing reports, gathering data, and conducting directed analysis under the supervision of senior investment professionals.
  • Assist in monitoring portfolio implementation, investment exposures, and strategy effectiveness.
  • Serve as a resource for reporting requests, system support questions, and operational issues related to portfolio management and trading platforms.
  • Produce standard and ad hoc reports related to models, asset allocation, portfolio holdings, and implementation activity.
  • Identify opportunities to improve reporting processes, data integrity, and operational efficiencies.
  • Support ongoing enhancements to investment systems and technology platforms.
.

Minimum Qualification

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field preferred.
  • 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 allocation, and investment research concepts.
  • Strong analytical, quantitative, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word and Outlook.
  • Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
  • Experience with Orion Eclipse and related portfolio management platforms is highly preferred.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors.
  • Demonstrated interest in investment research, portfolio construction, and institutional portfolio management.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$64,491.00 - $105,949.50

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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