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Series 65 Ria Jobs in Canton, MI (NOW HIRING)

Invesco

Market Leader RIA

Detroit, MI · Hybrid

$90K - $100K/yr

Series 7 and 63 required; may need to obtain 65 and/or 66 in future * CFA, CIMA, CAIA, CFP and other designations a plus * Self-driven and motivated with a team mentality * Consultative, client first ...

All JobsSeries 65 Ria JobsSeries 65 Ria Jobs in Canton, MI

Series 65 Ria information

See Canton, MI salary details

$10

$25

$42

How much do series 65 ria jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for series 65 ria in Canton, MI is $25.66, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $27.16 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 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.

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 working for registered investment advisory firms or independently. The license allows for client-facing advisory work and requires knowledge of securities regulations and financial planning tools.

What job categories do people searching Series 65 Ria jobs in Canton, MI look for?

The top searched job categories for Series 65 Ria jobs in Canton, MI are:

What cities near Canton, MI are hiring for Series 65 Ria jobs?

Cities near Canton, MI with the most Series 65 Ria job openings:

Series 65 Ria jobs near you

Associate Financial Planner | Wealth Management

Financial Architects, Inc.

Farmington Hills, MI • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

You Know Financial Planning. Now You’re Ready to Grow Your Role.

You’ve built financial plans. You’ve participated in client meetings. You understand investments, retirement planning, cash flow, and the many moving pieces of a client’s financial life.

Now you’re looking for an opportunity to deepen that experience while working closely with experienced advisors, contributing to planning strategy, gaining more direct client exposure, and continuing to grow professionally.


Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You’ll work alongside Lead Advisors as part of an ensemble wealth management team, providing high-level planning support while gradually taking on greater planning and client-facing responsibility as your experience and confidence grow.


You’ll also have an opportunity to help shape how we work—contributing ideas as we continue building our ensemble processes, planning workflows, technology, and firmwide planning standards.

We are specifically looking for someone with hands-on personal financial planning experience in a RIA, wealth management firm, or similar advisory environment.


What You’ll Do

  • Prepare, analyze, and refine comprehensive financial plans in collaboration with Lead Advisors across retirement, cash flow, investments, taxes, insurance/protection, and estate planning.
  • Identify planning opportunities, evaluate scenarios and trade-offs, and help translate analysis into clear, client-ready recommendations.
  • Review client investment accounts and support portfolio analysis, allocation reviews, rebalancing, distributions, and cash-flow needs.
  • Prepare for and participate in client meetings, with opportunities to present portions of financial plans, investment reviews, and recommendations as your role develops.
  • Work closely with Lead Advisors and Client Relationship Coordinators to support implementation and follow-through.


What We’re Looking For

  • 3–5 years of hands-on personal financial planning or wealth management experience, preferably within an RIA or fiduciary advisory environment.
  • Experience personally preparing and refining comprehensive financial plans for individuals and families.
  • Meaningful participation in client financial planning meetings; presentation experience is strongly preferred.
  • Working investment knowledge, including portfolio allocation, account reviews, rebalancing, distributions, and retirement-income needs.
  • Knowledge across retirement, cash flow, investments, tax considerations, insurance/protection, and estate planning.
  • Experience with financial planning technology. RightCapital, Holistiplan, or Nitrogen experience is especially valuable; eMoney, MoneyGuidePro, and similar platforms are also relevant.
  • Confidence learning and using new technology.
  • Series 65 registration preferred.
  • CFP® certification is ideal; candidates actively pursuing CFP® certification are also encouraged to apply.

A finance-related degree is helpful, but it does not replace relevant hands-on planning experience.


A Career Path That Can Grow With You

At Financial Architects, we call this role a Financial Designer because the work goes beyond preparing a financial plan.

As you develop, opportunities can include more complex planning, investment analysis, client presentations, technical leadership, and mentoring.

Some Financial Designers may ultimately pursue a Lead Advisor path. Others may choose to continue developing as highly skilled planning professionals.

There is more than one way to build a meaningful career here.


Work Environment

This is primarily an in-person position in Farmington Hills, Michigan.

We value collaboration and learning while also believing in a healthy, sustainable work-life balance. We work with employees to establish schedules that support both individual and business needs. Once fully established, remote-work flexibility may be considered based on individual and business circumstances.


Ready for Your Next Step?

If you already have a strong foundation in personal financial planning and want to deepen your technical skills, increase your client exposure, work closely with experienced advisors, and help build how a growing RIA delivers great financial planning, we’d like to meet you.

Company Description

Financial Architects has been helping individuals and families make better financial decisions for more than 40 years.
We’re a growing, independent wealth management firm where employees aren't just a number. You’ll work directly with experienced advisors, have opportunities to contribute ideas, and be part of a team that values individual development alongside firm growth.
Our ensemble approach means you won't be expected to carry the client relationship alone. Advisors, Financial Designers, and Client Relationship Coordinators work together to provide a coordinated client experience.
Our core values guide how we work:
• Strive for Improvement Every Day
• Think Beyond Limits
• Serve Others First