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Series 65 Ria Jobs in Atlanta, GA (NOW HIRING)

Boutique Recruiting

Wealth Advisor

Atlanta, GA · On-site

Experience with Registered Investment Advisors (RIA) * Series 65 certification * Bachelor's degree is strongly preferred * CFP designation is preferred * Experience with MoneyGuide Pro is preferred ...

Aprio

Advisor, Retirement Plan Services

Atlanta, GA · On-site

C(k)P designation, or willing to achieve within a year. * 5+ years' experience working in Retirement Plan Services for an RIA, Wealth Management Firm or other industry provider. * Series 65 license ...

Aprio

Advisor, Retirement Plan Services

Atlanta, GA · On-site

C(k)P ® designation, or willing to achieve within a year. * 5+ years' experience working in Retirement Plan Services for an RIA, Wealth Management Firm or other industry provider. * Series 65 ...

All JobsSeries 65 Ria JobsSeries 65 Ria Jobs in Atlanta, GA

Series 65 Ria information

See Atlanta, GA salary details

$10

$26

$43

How much do series 65 ria jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for series 65 ria in Atlanta, GA is $26.62, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $28.22 per hour, depending on experience, location, and employer.

What is a Series 65 RIA?

A Series 65 RIA refers to an individual who has passed the Series 65 exam and is registered as an Investment Adviser Representative (RIA). The Series 65 exam, also known as the Uniform Investment Adviser Law Examination, qualifies individuals to provide investment advice and manage client portfolios for a fee. Passing the exam and registering as an RIA is required by most states for professionals who wish to offer investment advisory services. This designation ensures that the individual has demonstrated knowledge of ethical practices, securities regulations, and portfolio management.

What skills and qualifications are needed to thrive as a Series 65 RIA?

To thrive as a Series 65 Registered Investment Adviser, you need a solid understanding of investment principles, portfolio management, and financial regulations, typically demonstrated by passing the Series 65 exam and meeting state registration requirements. Familiarity with financial planning software, CRM tools, and compliance management systems is also important. Strong interpersonal communication, ethical judgment, and client-focused problem-solving set top advisers apart. These skills ensure advisers deliver compliant, personalized financial strategies that build trust and long-term client relationships.

What is the difference between Series 65 Ria vs Series 66 Ria?

AspectSeries 65 RiaSeries 66 Ria
Required CredentialsSeries 65 licenseSeries 66 license (often combined with Series 7)
Work EnvironmentAdvisors providing investment advice and financial planningAdvisors offering investment advice and securities transactions
Employer & Industry UsageRegistered Investment Advisors (RIAs), independent advisorsHybrid 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.

What kind of job can I get with a Series 65 Ria?

A Series 65 license qualifies individuals to work as investment adviser representatives, providing financial planning, investment advice, and portfolio management services. Common roles include financial advisor, investment consultant, and registered investment adviser representative, often requiring strong client communication skills and knowledge of securities regulations.

What are the typical career advancement opportunities for a Series 65 RIA?

Starting as a Series 65 Registered Investment Adviser (RIA) opens several paths for career growth. Many professionals begin as client-facing advisors or analysts and can progress to senior advisor, portfolio manager, or even partner roles within their firm. With experience, RIAs may also choose to specialize in areas such as retirement planning, wealth management, or compliance. Additionally, some RIAs eventually establish their own advisory practices, leveraging their client base and industry knowledge. Ongoing professional development, networking, and maintaining a strong compliance record are key to advancing in this field.
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Series 65 Ria jobs near you
Infographic showing various Series 65 Ria job openings in Atlanta, GA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 62% In-person, 13% Hybrid, and 25% Remote job distribution, with an average salary of $55,375 per year, or $26.6 per hour.

Office Manager - Financial Services - Roswell, GA

Chelsea Senior Living

Roswell, GA • On-site

$83K - $109K/yr

Other

Medical, Dental, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Position: Office Manager - Financial Services
Firm: Park Square Financial Group
Location: Roswell, GA
Overview:
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
Park Square Financial Group, located in Roswell, GA, is hiring a full-time Office Manager-Financial Services. The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can oversee and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth-perfect for a self-motivated go-getter!
This role requires previous experience working with a Registered Investment Advisor (RIA) to be considered for employment. Candidates must demonstrate a strong understanding of RIA operations, regulations, and client service standards.
What you'll do:

  • Maintain weekly scorecard metrics for the firm and update weekly KPI's
  • Coordinate internal communications, calendars, and daily support to Advisors
  • Own and update L10 meeting preparation, follow-up, and issue tracking
  • Serve as the primary POC for scheduling, client meeting prep, and client service workflow
  • Prepare client reports, packets, confirm appointments and set up for meetings
  • Process client service requests including beneficiary changes, address updates, and forms
  • Assist with onboarding new team members
  • Preparing training guides and updating SOP's
  • Manage incoming/outgoing mail, supplies and scheduling
  • Assist with filing compliance documentation
  • Support and troubleshoot CRM and other platforms
What We're Looking For:
  • 3+ years' experience in Office or Operations Management
  • Experience working with a Registered Investment Advisor (RIA) firm is required
  • Proficient MS Office software
  • Previous CRM experience (Orion, Wealthbox or equivalent)
  • Experience with Schwab and Fidelity custodial platforms
  • Professional and warm client presence
  • Ability to work with minimal supervision
Bonus Points:
  • Bachelor's degree preferred or equivalent work experience
  • Series 65 license preferred or willing to obtain
What You'll Get:
Pay & Perks:
  • Competitive salary
  • Health
  • Dental
  • 401k
  • PTO
Schedule:
  • Onsite: Monday - Friday, 9am - 5pm
  • Occasional evening client events

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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