ZipRecruiter

Log In

1

Series 65 Jobs in Indiana (NOW HIRING)

FIRST MERCHANTS

Financial Advisor

Merrillville, IN

Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license. The following would be a plus: * Bachelor's degree in finance, accounting or a related banking field.

F&M Bank

Financial Advisor

Fort Wayne, IN

CERTIFICATES, LICENSES, REGISTRATIONS Series 7, Life & Health Insurance License, Either Series 63 and 65, or 66. Valid driver's license COMPLIANCE: * As generally applicable to F&M Bank and ...

New

previous page

Showing results 41-60

All JobsSeries 65 JobsSeries 65 Jobs in Indiana

Series 65 information

See Indiana salary details

$10.5K

$74.9K

$133.2K

How much do series 65 jobs pay per year?

As of Sep 5, 2026, the average yearly pay for series 65 in Indiana is $74,884.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,100.00 and $90,900.00 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 the most commonly searched types of Series 65 jobs in Indiana?

The most popular types of Series 65 jobs in Indiana are:

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

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

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

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

What cities in Indiana are hiring for Series 65 jobs?

Cities in Indiana with the most Series 65 job openings:

Series 65 jobs near you
Infographic showing various Series 65 job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 4% Hybrid, and 12% Remote job distribution, with an average salary of $74,884 per year, or $36 per hour.

Retirement Plan Advisor, Sr

Old National Bank

Indianapolis, IN • On-site

$199K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 10 days ago

Key responsibilities

  • Identify, develop, and close new ERISA plan opportunities using existing client relationships and personal network.

  • Conduct needs assessments with business owners, CFOs, and HR leaders to design tailored ERISA-compliant retirement plan solutions.

  • Present proposals and recommendations that align with client goals and regulatory requirements.

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

53rd of 174 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
As a Retirement Plan Sales Advisor, Sr., you'll be at the forefront of expanding our retirement plan advisory business in a dynamic and growing market. You'll leverage both the bank's existing client relationships and your own network to identify, develop, and close new ERISA plan opportunities. Your expertise will help employers design plans that attract and retain talent, while ensuring compliance and maximizing participant outcomes. This is a role where your consultative approach and entrepreneurial drive will directly shape our growth trajectory.
Salary Range
The salary range for this position is $98,400/yr - $199,000/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location
Key Accountabilities
  • Partner with bank relationship managers, commercial lenders, and wealth advisors to identify cross-sell opportunities for retirement plan advisory services.
  • Self-source new business through proactive prospecting, networking, and referral development.
  • Conduct in-depth needs assessments with business owners, CFOs, and HR leaders to design tailored ERISA-compliant retirement plan solutions.
  • Present proposals and deliver compelling plan recommendations that align with client goals and regulatory requirements.
  • Stay ahead of industry trends, regulatory changes, and competitive offerings to position our services as best-in-class.
  • Maintain accurate pipeline and activity tracking in CRM to support forecasting and reporting.
  • As necessary, serve as an ongoing relationship manager to select clients to ensure robust client retention.

Key Competencies for Position
  • Compelling Communication Skills and Sales Effectiveness
  • Relationship building and collaboration
  • Client-centric and consultative approach
  • Personifies ONB Culture and works "on model"

Qualifications and Education Requirements
  • Bachelor's Degree preferred; 5-10 years of experience in ERISA retirement plan sales, consulting, or advisory roles.
  • FINRA Series 65 (or 66) licenses preferred; ASPPA or other retirement plan designations a plus.
  • Proven track record of meeting or exceeding sales goals in a competitive environment.
  • Strong understanding of plan design, fiduciary responsibilities, and compliance requirements.
  • Ability to build trust quickly with business leaders and decision-makers.
  • Entrepreneurial mindset with the discipline to self-source opportunities while maximizing internal referral channels.

If you're ready to combine your ERISA expertise with a high-growth sales opportunity, we'd love to hear from you.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

What Old National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply