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Series 65 Jobs in Delaware (NOW HIRING)

Wsfsbank

Financial Advisor

Wilmington, DE

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

Wsfsbank

Financial Advisor

Wilmington, DE · On-site

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

WSFS Bank

Financial Advisor

Wilmington, DE · On-site

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

WSFS Bank

Financial Advisor

Wilmington, DE · On-site

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

Must have the ability to obtain FINRA Series 65 and Life & Health licenses within 6 months of hire. * Ability to complete CFP certification requirements within 2 years of hire. * Must have general ...

Wsfsbank

Associate Financial Advisor

Wilmington, DE

$77K - $127K/yr

Must have the ability to obtain FINRA Series 65 and Life & Health licenses within 6 months of hire. * Ability to complete CFP certification requirements within 2 years of hire. * Must have general ...

Wsfsbank

Associate Financial Advisor

Wilmington, DE

$77K - $127K/yr

Must have the ability to obtain FINRA Series 65 and Life & Health licenses within 6 months of hire. * Ability to complete CFP certification requirements within 2 years of hire. * Must have general ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

Must have the ability to obtain FINRA Series 65 and Life & Health licenses within 6 months of hire. * Ability to complete CFP certification requirements within 2 years of hire. * Must have general ...

M&T Bank

Junior Financial Advisor

Long Neck, DE

Series 7, 63, and 65/66 * Life/Variable Insurance Experience Required: * Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience ...

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All JobsSeries 65 JobsSeries 65 Jobs in Delaware

Series 65 information

See Delaware salary details

$11K

$78.8K

$140.1K

How much do series 65 jobs pay per year?

As of Sep 2, 2026, the average yearly pay for series 65 in Delaware is $78,763.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,600.00 per year, depending on experience, location, and employer.

What is a Series 65?

A Series 65 job typically refers to a role as an investment adviser representative (IAR) who provides financial and investment advice to clients. To become an IAR, individuals must pass the FINRA-administered Series 65 exam, which covers topics like regulations, ethics, and portfolio management. This qualification allows them to offer fee-based investment advice, often working for registered investment advisory (RIA) firms. Unlike broker-dealers, Series 65 professionals do not need to sell financial products to earn commissions.

What are some common career paths for someone holding a Series 65 license?

Holding a Series 65 license opens the door to various roles in the financial services industry, such as Investment Advisor Representative, Financial Planner, or Wealth Manager. Many professionals start in client-facing advisory roles, helping individuals and businesses with investment strategies and financial planning. With experience, some move into specialized areas like portfolio management, compliance, or branch management. Advancement often depends on building a strong client base, ongoing education, and sometimes obtaining additional industry certifications. This role provides a solid foundation for long-term career growth in the investment advisory field.

What are the key skills and qualifications needed to thrive in the Series 65 position, and why are they important?

To thrive as a Series 65 professional, you need a solid grasp of investment principles, portfolio management, and regulatory compliance, typically demonstrated by passing the Series 65 Uniform Investment Adviser Law Exam. Familiarity with financial planning software, CRM systems, and portfolio analysis tools is frequently required. Strong interpersonal skills, integrity, and the ability to explain complex financial concepts in simple terms set top performers apart. These skills are critical because Series 65 professionals are trusted to guide clients' financial futures while ensuring adherence to legal and ethical standards.

What is the average salary of a Series 65 holder?

The average salary for a Series 65 licensed financial advisor or investment professional typically ranges from $50,000 to $100,000 annually, depending on experience, location, and the firm. Many Series 65 holders work in financial planning, investment advisory, or wealth management roles, often earning commissions or fees in addition to base pay.

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 roles often involve client consultations, compliance with regulatory standards, and the use of financial analysis tools. The license is essential for careers in registered investment advisory firms and financial planning practices.

What are popular job titles related to Series 65 jobs in Delaware?

For Series 65 jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Series 65 jobs in Delaware look for?

The top searched job categories for Series 65 jobs in Delaware are:

Series 65 jobs near you
Infographic showing various Series 65 job openings in Delaware as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution, with an average salary of $78,763 per year, or $37.9 per hour.

Lead Financial Advisor

Leah Yosef International, Inc.

Wilmington, DE • On-site

Full-time

Re-posted 17 days ago

Job description

Lead Financial Advisor

Inherit 100m+ AUM

Wilmington, DE

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner in an ensemble fee-based practice.

  •  Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
  • Initial responsibility for approximately $100M and room to grow from there
  • Opportunity to make an impact of the Firm through retention and growth of client base
  • Collegial office environment that thrives on collaboration and communication
  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path
  •  Opportunity to grow into a Senior Advisor role leading your own team, with a genuine path to partnership


Requirements

  •  5+ years of experience as the lead advisor
  • Advanced industry leading designations such as CFP, CPA, EA or JD
  •  Series 65
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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