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Entry Level Series 65 Jobs (NOW HIRING)

Savant Insights

Associate Advisor - Middleton, WI

Middleton, WI · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

Modera Wealth Management

Planning Associate

Wayne, PA · Hybrid

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

Savant Insights

Associate Advisor - Plymouth, MI

Plymouth, MI · On-site

$60K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Foster Klima

Associate Financial Planner

Fargo, ND · Remote

$125K/yr

The client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) * Bachelors Degree preferred ...

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

Modera Wealth Management

Planning Associate

Wayne, PA · On-site

$60K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

S.E.E.D. Planning Group

Be Seen First

Investment Associate - Trading

Knoxville, TN · On-site

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Education & Experience This is an entry-level position. A bachelor's degree in Finance, Economics ... Certifications Series 65 - Required or ability to obtain upon hiring Preferred Skills ...

swipejobs LLC

Workplace Planning Consultant

Denver, CO · Remote

$55K - $69K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Garfield County Colorado

Public Health Nurse I or II

Carbondale, CO · On-site

$57K - $83K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Nurse I: $54,491.20 - $70,428.80 ($27.64 - $33.86) Nurse II: $65,811.20 - $80,620.80 ($31.64 - $38 ... This is the entry level position in public health nursing classification series. This position is ...

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All JobsSeries 65 JobsEntry Level Series 65 Jobs

Entry Level Series 65 information

See salary details

$25K

$47.8K

$68.5K

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

As of Aug 13, 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 kind of job can you get with an Entry Level Series 65?

An Entry Level Series 65 license qualifies individuals for roles such as investment analyst, financial advisor, or client services associate at financial firms. These positions involve providing investment advice, conducting research, and supporting portfolio management, often requiring knowledge of securities regulations and investment products.

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.

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 95% Full Time, and 5% Part Time. Highlights an 75% In-person, 20% Hybrid, and 5% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Associate Advisor - Middleton, WI

Savant Insights

Middleton, WI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.
Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.
In this role, you can expect to focus in the following areas:
  • Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
  • Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
  • Assisting with financial planning software, data gathering, analysis, and plan preparation.
  • Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
  • Coordinating planning, tax, and wealth transfer workflows with internal specialists.
  • Conducting planning and tax-related research to support client recommendations.
  • Completing planning projects and simpler client cases independently while developing technical expertise.
  • Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
  • Developing confidence in discussing financial planning and investment concepts with clients.
  • Completing Savant's Advisor Training Program and progressing toward CFP® certification.

A couple things to note about our Associate Advisor position:
  • Middleton, WI
  • Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
  • Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
  • This position is designed as a career development pathway into an Advisor I role.
  • Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
  • Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.

The Associate Advisor position typically requires the following qualifications:
  • Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
  • Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
  • Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
  • Ability to obtain a Series 65 license within six (6) months of hire.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
  • Demonstrated intellectual curiosity and commitment to continuous learning.
  • Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
  • All Financial Advisor applicants must have a clean U4 with no disclosures
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited

Successful Associate Advisors:
  • Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
  • Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
  • Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
  • Participate actively in client meetings and effectively communicate planning and investment concepts.
  • Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
  • Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
  • Consistently follow Savant's client service processes and best practices.
  • Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.

The Perks
At Savant, we invest in our people-supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success

This structure is designed to support advisors at every stage-providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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