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 ...
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 ...
Office Manager - Financial Services - Roswell, GA
$83K - $109K/yr
Candidates must demonstrate a strong understanding of RIA operations, regulations, and client ... Series 65 license preferred or willing to obtain What You'll Get: Pay amp; Perks: * Competitive ...
Office Manager - Financial Services - Roswell, GA
$83K - $109K/yr
Candidates must demonstrate a strong understanding of RIA operations, regulations, and client ... Series 65 license preferred or willing to obtain What You'll Get: Pay amp; Perks: * Competitive ...
Investment Advisor
Atlanta, GA · On-site
Active Series 65 License * CFP ® certified or willing to work toward certification upon joining ... Working knowledge of various RIA custodian referral platforms * Excellent communication and time ...
Quick apply
Investment Advisor
Atlanta, GA · On-site
Active Series 65 License * CFP ® certified or willing to work toward certification upon joining ... Working knowledge of various RIA custodian referral platforms * Excellent communication and time ...
Investment Advisor
Atlanta, GA · On-site
Active Series 65 License * CFP ® certified or willing to work toward certification upon joining ... Working knowledge of various RIA custodian referral platforms * Excellent communication and time ...
Investment Advisor
Atlanta, GA · On-site
Active Series 65 License * CFP ® certified or willing to work toward certification upon joining ... Working knowledge of various RIA custodian referral platforms * Excellent communication and time ...
Experience working with a Registered Investment Advisor (RIA) firm is required * Proficient MS ... Series 65 license preferred or willing to obtain What You'll Get: Pay & Perks: * Competitive salary
Experience working with a Registered Investment Advisor (RIA) firm is required * Proficient MS ... Series 65 license preferred or willing to obtain What You'll Get: Pay & Perks: * Competitive salary
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Series 65 required, unless any of the above designations qualify for an exemption in the applicable ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Series 65 required, unless any of the above designations qualify for an exemption in the applicable ...
Financial Advisor Series 7, 65 or 66
Atlanta, GA · Remote
$100K - $300K/yr
BD, RIA, and Insurance Platforms * We will consider both W2 and 1099 affiliations * Custody ... Series 7 (6) and 63 licenses are required * Self-starter with a strong work ethic and ability to ...
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Financial Advisor Series 7, 65 or 66
Atlanta, GA · Remote
$100K - $300K/yr
BD, RIA, and Insurance Platforms * We will consider both W2 and 1099 affiliations * Custody ... Series 7 (6) and 63 licenses are required * Self-starter with a strong work ethic and ability to ...
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and ... Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing ...
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and ... Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing ...
Financial Advisor - Atlanta
Atlanta, GA · On-site
... RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time ... Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or ...
Quick apply
Financial Advisor - Atlanta
Atlanta, GA · On-site
... RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time ... Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or ...
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and ... Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing ...
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and ... Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing ...
Wealth Advisor
Atlanta, GA · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. * The series 65 license is required for the position; however ...
Wealth Advisor
Atlanta, GA · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. * The series 65 license is required for the position; however ...
Series 65 Ria information
See Decatur, GA salary details
$11.03 - $14.08
12% of jobs
$14.08 - $17.13
12% of jobs
$18.02 is the 25th percentile. Wages below this are outliers.
$17.13 - $20.18
6% of jobs
$20.18 - $23.23
0% of jobs
$23.23 - $26.29
17% of jobs
The median wage is $26.60 / hr.
$26.29 - $29.34
36% of jobs
$29.34 - $32.39
1% of jobs
$32.39 - $35.44
0% of jobs
$35.44 - $38.49
8% of jobs
$38.49 - $41.54
5% of jobs
$41.54 - $44.59
3% of jobs
$11
$27
$44
How much do series 65 ria jobs pay per hour?
As of Jul 18, 2026, the average hourly pay for series 65 ria in Decatur, GA is $27.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $28.65 per hour, depending on experience, location, and employer.
How to make money with series 65?
A Series 65 licensed Registered Investment Advisor (RIA) can earn income by providing financial planning, investment advisory, and portfolio management services to clients. Revenue is typically generated through advisory fees, asset-based fees, or hourly charges, depending on the firm's fee structure. Success also depends on building a client base, maintaining compliance, and demonstrating strong investment knowledge and communication skills.
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 are the key skills and qualifications needed to thrive as a Series 65 Registered Investment Adviser (RIA), and why are they important?
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?
| 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.
Do you need series 65 for RIA?
Yes, individuals acting as Registered Investment Advisers (RIA) typically need to pass the Series 65 exam to register with state authorities and provide investment advice legally. The Series 65 license qualifies individuals to act as investment adviser representatives without needing the Series 7 license, though some firms may require additional certifications or licenses depending on their services. Having the Series 65 is a common requirement for RIAs to operate legally and demonstrate competence in investment advisory activities.
How much do series 65 holders make?
Series 65 holders, who are licensed to act as investment adviser representatives, typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may include base salary, commissions, and bonuses, especially for those working in financial advisory roles or managing client portfolios.
What kind of job can I get with a series 65?
A Series 65 license qualifies individuals to work as investment adviser representatives, providing financial planning, investment advice, and portfolio management services. These professionals often work for registered investment advisory firms, managing client assets and offering financial strategies. The license is essential for roles that involve giving personalized investment advice without being a registered broker-dealer.
What are the typical career advancement opportunities for someone starting as 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 are popular job titles related to Series 65 Ria jobs in Decatur, GA? For Series 65 Ria jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Series 65 Ria jobs in Decatur, GA look for? The top searched job categories for Series 65 Ria jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Series 65 Ria jobs? Cities near Decatur, GA with the most Series 65 Ria job openings:
Job description
Position Title: Wealth Advisor
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.
Wealth Advisor Responsibilities:
Wealth Advisor Requirements:
Benefits:
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.
Wealth Advisor Responsibilities:
- Build a book of business from scratch with a focus on client acquisition
- Engage in client meetings and presentations to deliver comprehensive financial planning
- Utilize marketing resources and cross-selling opportunities to generate leads
- Work collaboratively with a dedicated Client Service Representative for administrative support
- Develop a holistic financial strategy, incorporating investments and tax planning
Wealth Advisor Requirements:
- 5-7 years of experience as a financial advisor with a focus on wealth planning
- Proven track record in client acquisition and business development
- 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
Benefits:
- Unlimited PTO, referred to as life/balance PTO
- Opportunity to acquire company stock with shares awarded upon joining
- HMO and PPO medical options available
- Comprehensive benefits can be reviewed at the provided benefits website
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
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