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Entry Level Series 65 Jobs (NOW HIRING)

swipejobs LLC

Workplace Planning Consultant

Denver, CO · Remote

$55K - $69K/yr

Looking for a remote, entry-level or licensed financial advising role? This is your chance to join ... Active FINRA SIE, Series 7, and Series 66 (Series 63 + 65 accepted) · Partially Licensed or Early ...

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Entry Level Series 65 information

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$25K

$47.8K

$68.5K

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

As of Sep 2, 2026, the average yearly pay for entry level series 65 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 vs Investment Advisor Representative?

AspectEntry Level Series 65Investment Advisor Representative
CertificationsRequires Series 65 licenseTypically holds Series 65 or other relevant licenses
Work EnvironmentEntry-level role in financial advising, often in firms or broker-dealersAdvises clients on investments, often employed by RIAs or advisory firms
Industry UsageCommon for those starting in financial servicesPractitioners providing personalized investment advice

The Entry Level Series 65 is a foundational license for financial professionals, often serving as a stepping stone to becoming an Investment Advisor Representative. While both roles involve investment advising, the Series 65 license is required to act as an Investment Advisor Representative, who provides personalized financial advice and manages client portfolios. The main difference lies in the role's scope and licensing requirements, with the Series 65 being an entry-level qualification to become an IAR.

What kind of job can you get with an entry level Series 65?

An entry-level Series 65 license qualifies individuals for roles such as financial advisor, investment consultant, or client relationship manager at financial firms. These positions involve providing investment advice, managing client portfolios, and supporting financial planning services, often requiring strong knowledge of securities and compliance standards.
More about Entry Level Series 65 jobs

What cities are hiring for Entry Level Series 65 jobs?

Cities with the most Entry Level Series 65 job openings:

What are the most commonly searched types of Series 65 jobs?

The most popular types of Series 65 jobs are:

What states have the most Entry Level Series 65 jobs?

States with the most job openings for Entry Level Series 65 jobs include:

What job categories do people searching Entry Level Series 65 jobs look for?

The top searched job categories for Entry Level Series 65 jobs are:

Entry Level Series 65 jobs near you
Infographic showing various Entry Level Series 65 job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,831 per year, or $23 per hour.

Financial Services Representative - State Farm Agent Team Member

State Farm

Bakersfield, CA • On-site

$70K - $100K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 25 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,562 frontline employees who took The Breakroom Quiz

242nd of 315 rated insurance

Job description

Responsive recruiter
Replies within 24 hours
Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule

Position Overview:
Are you looking for more than just a job? Do you want a career with unlimited growth potential and the opportunity to build a future in financial services, insurance, and leadership?
Our State Farm agency is seeking a motivated, customer-focused professional who is excited to grow. This role is designed for someone who wants to develop expertise in life insurance, health insurance, and financial services while gaining the skills and experience needed to pursue advanced opportunities - including becoming a financial services specialist, or even a State Farm agent in the future.
You'll begin by helping customers protect what matters most through life and health insurance solutions while learning the fundamentals of financial planning. As you grow, you'll have the opportunity to earn securities licenses, expand into investment conversations, and develop the business, leadership, and relationship-building skills needed for long-term success.
Key Responsibilities:
  • Help customers understand and secure life and health insurance solutions that support their financial goals
  • Conduct needs-based conversations to identify protection and financial planning opportunities
  • Build lasting relationships through proactive outreach, annual reviews, and exceptional customer service
  • Learn the fundamentals of financial services while working toward required insurance and securities licenses
  • Expand into investment and broader financial planning conversations as licensing and experience grow
  • Develop sales, leadership, and business management skills through ongoing coaching and mentorship
  • Maintain compliance with insurance and financial industry regulations

Preferred Qualifications:
  • Active Life & Health license preferred, or willingness to obtain
  • Currently hold or ability to attain FINRA securities licenses (SIE, Series 6, Series 63, and Series 65 or ChFC designation)
  • Sales, customer service, or financial services experience is helpful but not required
  • Strong communication, relationship-building, and problem-solving skills
  • Self-motivated, coachable, and eager to learn
  • Interested in long-term career growth, leadership opportunities, and potentially becoming a State Farm agent

Why Join Our Agency?
This is more than an entry-level financial services position - it's an opportunity to build a long-term career. You'll receive hands-on training, mentorship, and support as you develop professionally, with opportunities to grow into financial services, agency leadership, or even agency ownership.
If you're ambitious, enjoy helping people make informed financial decisions, and are looking for a career with meaningful growth potential, we'd love to meet you.
Compensation: $70,000.00 - $100,000.00 per year
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Bakersfield, CA.
  • I have been a State Farm agent since 2007.
  • Our agency has received awards including: Ambassador Travel, Legion of Honor, and Senior Vice President's Club

We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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