Executive Assistant - Client Service Advisor (Part-Time)
Indianapolis, IN · On-site +1
$45 - $60/hr
Series 7 license; candidates with Series 6 or Series 65 may be considered if applicable * Minimum ... part-time role, apply now! #LI-LO1
Executive Assistant - Client Service Advisor (Part-Time)
Indianapolis, IN · On-site +1
$45 - $60/hr
Series 7 license; candidates with Series 6 or Series 65 may be considered if applicable * Minimum ... part-time role, apply now! #LI-LO1
FINRA Series 7 license preferred. * Series 65 license required. Skills & Abilities * Confident, credible presence in advisor and client meeting environments. * Strong command of real estate ...
FINRA Series 7 license preferred. * Series 65 license required. Skills & Abilities * Confident, credible presence in advisor and client meeting environments. * Strong command of real estate ...
Series 65 license preferred. Skills & Abilities * Genuine hunter mentality -- energized by prospecting, pipeline development, and closing. * Credible, polished presence with sophisticated allocators ...
Series 65 license preferred. Skills & Abilities * Genuine hunter mentality -- energized by prospecting, pipeline development, and closing. * Credible, polished presence with sophisticated allocators ...
FINRA Series 7 license preferred. * Series 65 license required. Skills & Abilities * Confident, credible presence in advisor and client meeting environments. * Strong command of real estate ...
New
FINRA Series 7 license preferred. * Series 65 license required. Skills & Abilities * Confident, credible presence in advisor and client meeting environments. * Strong command of real estate ...
New
FINRA Series 7 license preferred. * Series 65 license required. Skills & Abilities * Confident, credible presence in advisor and client meeting environments. * Strong command of real estate ...
New
FINRA Series 7 license preferred. * Series 65 license required. Skills & Abilities * Confident, credible presence in advisor and client meeting environments. * Strong command of real estate ...
New
Securities Instructor (Part-Time)
Leawood, KS · On-site +1
WHAT YOU'LL DO As a part-time Securities Instructor, you will have two roles within education and ... and Series 66 securities licensing exams or the Series 65 * Exceptional written and oral ...
Securities Instructor (Part-Time)
Leawood, KS · On-site +1
WHAT YOU'LL DO As a part-time Securities Instructor, you will have two roles within education and ... and Series 66 securities licensing exams or the Series 65 * Exceptional written and oral ...
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional ...
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional ...
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional ...
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional ...
Client Service Associate - Part Time
Las Vegas, NV · On-site
$40K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate - Part Time
Las Vegas, NV · On-site
$40K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate - Part Time
Bakersfield, CA · On-site
$35K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate - Part Time
Bakersfield, CA · On-site
$35K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate (part-time)
Walnut Creek, CA · On-site
$34K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate (part-time)
Walnut Creek, CA · On-site
$34K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate (part-time)
Walnut Creek, CA · On-site
$34K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate (part-time)
Walnut Creek, CA · On-site
$34K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate (part-time)
Scotts Valley, CA · On-site
$34K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Client Service Associate (part-time)
Scotts Valley, CA · On-site
$34K/yr
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtainSeries 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Willingness to obtainSeries 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize
Registered Client Service Associate - Part Time
San Francisco, CA · On-site
$35K/yr
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products ...
Registered Client Service Associate - Part Time
San Francisco, CA · On-site
$35K/yr
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products ...
Registered Client Service Associate - Part Time
Santa Monica, CA · On-site
$35K/yr
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products ...
Registered Client Service Associate - Part Time
Santa Monica, CA · On-site
$35K/yr
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products ...
Registered Client Service Associate - Part-Time
Greenwood Village, CO · On-site
$35K - $75K/yr
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products ...
Registered Client Service Associate - Part-Time
Greenwood Village, CO · On-site
$35K - $75K/yr
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products ...
Part Time Series 65 License information
See salary details
$28.5K - $34.2K
9% of jobs
$34.2K - $39.9K
14% of jobs
$41K is the 25th percentile. Wages below this are outliers.
$39.9K - $45.5K
13% of jobs
The median wage is $51.2K / yr.
$45.5K - $51.2K
15% of jobs
$51.2K - $56.9K
14% of jobs
$61.5K is the 75th percentile. Wages above this are outliers.
$56.9K - $62.6K
14% of jobs
$62.6K - $68.3K
10% of jobs
$68.3K - $74K
6% of jobs
$74K - $79.6K
3% of jobs
$79.6K - $85.3K
2% of jobs
$85.3K - $91K
1% of jobs
$28.5K
$54.2K
$91K
How much do part time series 65 license jobs pay per year?
As of Jul 16, 2026, the average yearly pay for part time series 65 license in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.
What are the most commonly searched types of Series 65 License jobs? The most popular types of Series 65 License jobs are:
Executive Assistant - Client Service Advisor (Part-Time)
Indianapolis, IN • On-site, Remote
$45 - $60/hr
Part-time
Medical, Retirement
This job post has expired today. Applications are no longer accepted.
Job description
Position Title: Executive Assistant - Client Service Advisor (Part-Time)
This part-time role is essential for supporting the CEO and ensuring the effective execution of trades for the team. The Executive Assistant will manage complex calendars and communications while fostering strong relationships with clients and stakeholders. The position requires a proactive approach to anticipating needs and managing follow-ups, particularly in a fast-paced environment. The ideal candidate will demonstrate exceptional organizational skills and the ability to prioritize tasks effectively. This opportunity offers a chance to contribute to a stable and growing organization, with potential for professional development.
Salary Range: $45.00 - $60.00 / Hour DOE
Responsibilities:
Requirements:
Benefits:
If you are an Executive Assistant - Client Service Advisor looking for a part-time role, apply now! #LI-LO1
This part-time role is essential for supporting the CEO and ensuring the effective execution of trades for the team. The Executive Assistant will manage complex calendars and communications while fostering strong relationships with clients and stakeholders. The position requires a proactive approach to anticipating needs and managing follow-ups, particularly in a fast-paced environment. The ideal candidate will demonstrate exceptional organizational skills and the ability to prioritize tasks effectively. This opportunity offers a chance to contribute to a stable and growing organization, with potential for professional development.
Salary Range: $45.00 - $60.00 / Hour DOE
Responsibilities:
- Take meeting minutes and notes during board meetings while managing follow-up actions
- Oversee calendar and inbox management, ensuring prioritization of key tasks
- Facilitate the executive's focus on client relationships and internal stakeholders
- Execute trades for the team as needed, prioritizing the CEO's requirements
- Manage wire transfers efficiently
- Anticipate upcoming events and coordinate schedules accordingly
- Compile agenda items and necessary data for board meetings
- Capture key takeaways from meetings for the CEO
Requirements:
- Series 7 license; candidates with Series 6 or Series 65 may be considered if applicable
- Minimum of 2 years of experience as a Client Service Advisor with a strong understanding of trade execution
- Confidence in managing calendars and inboxes for C-suite executives
- Exceptional follow-up and relationship management skills
- Experience in board meeting participation or preparation
- Outstanding verbal and written communication skills
- Ability to manage up effectively
- Experience in booking travel is preferred
Benefits:
- Possible medical benefits with the company covering 55% of the plan
- 401(k) match of 3% and employee-elected auto contribution of 3%
- Part-Time Schedule: 20-25 hours a week
If you are an Executive Assistant - Client Service Advisor looking for a part-time role, apply now! #LI-LO1
About Boutique Recruiting
Sourced by ZipRecruiter
We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
San Diego, CA, US
Year founded
2014