RIA Channel Development * Prospect, cultivate, and close relationships with independent RIAs ... Series 65 license preferred. Skills & Abilities * Genuine hunter mentality -- energized by ...
Quick apply
RIA Channel Development * Prospect, cultivate, and close relationships with independent RIAs ... Series 65 license preferred. Skills & Abilities * Genuine hunter mentality -- energized by ...
Quick apply
RIA Channel Development * Prospect, cultivate, and close relationships with independent RIAs ... Series 65 license preferred. Skills & Abilities * Genuine hunter mentality -- energized by ...
Miami, FL ยท On-site
$90K - $500K/yr
RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time ... Active Series 65 or equivalent registration * Experience working with HNW/UHNW clientele
Miami, FL ยท On-site
$90K - $500K/yr
RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time ... Active Series 65 or equivalent registration * Experience working with HNW/UHNW clientele
Houston, TX ยท On-site
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Houston, TX ยท On-site
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Houston, TX ยท On-site
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Houston, TX ยท On-site
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Jacksonville, FL ยท On-site
$79K - $127K/yr
Series 65 (RIA Only) * CFP preferred * Ability to provide high-level planning-oriented service * Possess excellent analytical, organizational, and communication skills (both oral & written) * Ability ...
Jacksonville, FL ยท On-site
$79K - $127K/yr
Series 65 (RIA Only) * CFP preferred * Ability to provide high-level planning-oriented service * Possess excellent analytical, organizational, and communication skills (both oral & written) * Ability ...
Clackamas, OR ยท On-site
$90K - $110K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Clackamas, OR ยท On-site
$90K - $110K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
$90K - $110K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
$90K - $110K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Little Silver, NJ ยท On-site
$100K - $150K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Little Silver, NJ ยท On-site
$100K - $150K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
San Marino, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
San Marino, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
San Francisco, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
San Francisco, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Little Silver, NJ ยท On-site
$100K - $150K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Little Silver, NJ ยท On-site
$100K - $150K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ... Series 4 and Series 65 or 66 licenses * Experience leading operational transformation, technology ...
Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ... Series 4 and Series 65 or 66 licenses * Experience leading operational transformation, technology ...
Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ... Series 4 and Series 65 or 66 licenses * Experience leading operational transformation, technology ...
Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ... Series 4 and Series 65 or 66 licenses * Experience leading operational transformation, technology ...
Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ... Series 4 and Series 65 or 66 licenses * Experience leading operational transformation, technology ...
Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ... Series 4 and Series 65 or 66 licenses * Experience leading operational transformation, technology ...
Los Angeles, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Los Angeles, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
El Cerrito, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
El Cerrito, CA ยท On-site
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
$164K - $250K/yr
Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Miami, FL ยท On-site
$79K - $127K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Miami, FL ยท On-site
$79K - $127K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Charleston, WV ยท On-site
$100K - $150K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Charleston, WV ยท On-site
$100K - $150K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Miami, FL ยท On-site
$79K - $127K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
Miami, FL ยท On-site
$79K - $127K/yr
Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...
$11.30 - $14.42
12% of jobs
$14.42 - $17.55
12% of jobs
$18.46 is the 25th percentile. Wages below this are outliers.
$17.55 - $20.67
6% of jobs
$20.67 - $23.80
0% of jobs
$23.80 - $26.92
17% of jobs
The median wage is $27.24 / hr.
$26.92 - $30.05
36% of jobs
$30.05 - $33.17
1% of jobs
$33.17 - $36.30
0% of jobs
$36.30 - $39.42
8% of jobs
$39.42 - $42.55
5% of jobs
$42.55 - $45.67
3% of jobs
$11
$27
$45
| Aspect | Series 65 Ria | Series 66 Ria |
|---|---|---|
| Required Credentials | Series 65 license | Series 66 license (often combined with Series 7) |
| Work Environment | Advisors providing investment advice and financial planning | Advisors offering investment advice and securities transactions |
| Employer & Industry Usage | Registered Investment Advisors (RIAs), independent advisors | Hybrid firms, broker-dealer affiliated RIAs |
The Series 65 Ria license qualifies individuals to act as investment advisor representatives, providing financial advice. The Series 66 Ria license combines the Series 63 and 65, allowing advisors to also engage in securities transactions. While both licenses enable financial advising, the Series 66 is often preferred for those involved in both advising and brokerage activities. Understanding these differences helps advisors choose the right licensing path for their career and client service needs.

Chesterfield, MO โข On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 3 days ago
At Larson Capital Management LLC we are seek a Director of Business Development โ RIA Distribution to join as LCMโs primary external-facing capital formation hire, responsible for building and owning the firmโs RIA distribution channel from the ground up. This is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCMโs private real estate offerings as a core alternative allocation for RIA clients.
The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment. This is not a relationship maintenance role โ it is a channel-building mandate that requires genuine hunter instincts, commercial accountability, and the ability to represent LCMโs investment platform credibly to sophisticated allocators.
Responsibilities:
RIA Channel Development
Product Communication & Education
Cross-Functional Collaboration
Skills & Abilities
Why This Role Matters
RIA distribution is LCMโs primary growth engine for new capital formation. Independent RIAs represent one of the fastest-growing pools of allocatable capital in the alternative investment space, and LCMโs private real estate platform is well-positioned to serve that market. The Director of Business Development โ RIA Distribution is the person who opens that channel โ building the relationships, establishing the pipeline, and converting advisor interest into committed capital. This is a foundational hire for LCMโs next phase of growth.
About the Company
Larson Capital Management is a private real estate investment firm rapidly expanding its investment holdings throughout the country. Larson Capital Management is a Registered Investment Advisor with the SEC and is part of the Larson Financial Holdings group of companies, which collectively has over $6 billion of assets under management for clients across the country.
At LCM, we strive for excellence and value both initiative and collaboration. Our team enjoys a degree of autonomy in their work while contributing to a dynamic and fast-paced environment. Weโre looking for individuals who are curious, proactive, and eager to grow alongside the company. Those who join our team seek a challenging and often changing environment where they can continue to build upon skills and bring new value, ideas and best practices to the entire organization.
Larson Capital Management offers a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program.
Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: