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

Socket.dev

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 ...

Potomac

Sales Associate

Bethesda, MD · On-site

$50K/yr

Must pass the SIE, Series 7 and either 63 & 65 or 66 licensing exams within 7 months of hire. Preferred Qualifications * Completed a summer internship in financial services (broker/dealer, RIA, or ...

Potomac

Internal Wholesaler

Bethesda, MD · On-site

$80K - $110K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... SIE, Series 7 and either 63 & 65 or 66. * Bachelor's degree or equivalent experience. Preferred ...

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All JobsSeries 65 Ria JobsSeries 65 Ria Jobs in Washington, DC

Series 65 Ria information

See Washington, DC salary details

$12

$31

$51

How much do series 65 ria jobs pay per hour?

As of Aug 9, 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:
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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.

Client Relationship Manager-Chevy Chase, MD

RK Partners

Chevy Chase, DC • On-site

Other

Re-posted 29 days ago

Job description

Relationship Manager-MUST HAVE a series 65

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.

Key Responsibilities

  • Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
  • Partner closely with advisors to support client relationships, financial planning initiatives, and day-to-day service needs.
  • Coordinate with internal teams and firm professionals to research, review, and execute time-sensitive and high-priority investment-related requests.
  • Develop a strong understanding of portfolio construction, investment strategies, and risk management principles
  • Manage and facilitate the onboarding and investment implementation process for new client accounts while ensuring adherence to firm policies and procedures.
  • Support business development efforts by helping identify opportunities to deepen existing client relationships and attract new business.
  • Maintain accurate and organized client records across multiple systems, ensuring data integrity, compliance, and confidentiality.
  • Manage client information within the firm's technology platforms, including Addepar and other portfolio management and CRM systems.
  • Participate in special projects and process improvement initiatives designed to enhance operational efficiency and elevate the client experience.

Preferred Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field preferred.

  • 2+ years of experience within the financial services industry working client facing
  • Experience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred.
  • Professional designation or licensing such as CFP, CFA, or Series 65 is a plus.
  • Passion for helping clients achieve their financial goals through exceptional service and relationship management.
  • Strong written and verbal communication skills with the ability to interact professionally with clients and colleagues.
  • Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Analytical mindset with strong attention to detail and problem-solving abilities.
  • Collaborative team player who thrives in a relationship-driven culture.
  • Comfortable learning and utilizing financial planning software, CRM platforms, and wealth management technology tools.

*4 days in office- role based out of Chevy Chase, MD 20815

Apply