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Series 65 Ria Jobs in Washington, DC (NOW HIRING)

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Director, Financial Planning

Fairfax, VA · On-site

$125 - $350/hr

Must possess an active Series 65 * Must possess an active Health and Life Insurance license or will ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...

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Series 65 Ria information

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$12

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How much do series 65 ria jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for series 65 ria in Washington, DC is $31.36, according to ZipRecruiter salary data. Most workers in this role earn between $21.78 and $33.22 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.
What are popular job titles related to Series 65 Ria jobs in Washington, DC? For Series 65 Ria jobs in Washington, DC, the most frequently searched job titles are:
What job categories do people searching Series 65 Ria jobs in Washington, DC look for? The top searched job categories for Series 65 Ria jobs in Washington, DC are:
Series 65 Ria jobs near you
Infographic showing various Series 65 Ria job openings in Washington, DC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, 5% Hybrid, and 15% Remote job distribution, with an average salary of $65,219 per year, or $31.4 per hour.

Relationship Manager - RIA

TritonPoint Wealth LLC

Chevy Chase, MD • On-site

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

CAREER OPPORTUNITY

Relationship Manager

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Relationship Management & Client Service

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization.

 

THE ROLE

About the Position

Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities for development and advancement at a firm known for its collaborative culture.


RESPONSIBILITIES

Key Responsibilities

•      Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing.

•      Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.

•      Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.

•      Developing in depth understanding of portfolio construction and risk management.

•      Coordinating timely investment process of new client accounts within internal guidelines.

•      Contribute to business development efforts and help identify new client opportunities.

•      Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.

•      Responsibility for client data in various internal systems including the firm’s portfolio management database (Addepar).

•       Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

 

WHAT WE’RE LOOKING FOR

Preferred Qualifications

•      Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).

•      Minimum of two years’ experience in the financial services industry preferred.

•      1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

•      Professional Financial Designation (CFP®, CFA, or Series 65) preferred.

•      Strong communication skills with a genuine passion for helping others achieve their financial goals.

•      Excellent written and verbal communication skills.

•      Strong organizational, analytical, and interpersonal skills.

•      Ability to collaborate and excel in a fast-paced, team environment.

•      Proficiency with technology and willingness to learn financial planning software and CRM systems.

•       Detail-oriented approach with strong analytical and problem-solving abilities.

COMPETENCIES

Core Competencies

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex relationships and multi-step processes with meticulous attention to detail.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.

WHY JOIN

Why TritonPoint Wealth?

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”


TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.