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Series 65 Jobs in Racine, WI (NOW HIRING)

Varsity Tutors

Series 65 Tutor

Milwaukee, WI · Remote

$18 - $40/hr

About the Job The Varsity Tutors Live Learning Platform has thousands of students looking for online Series 65 tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the ...

Baird

PWM Transition Specialist

Milwaukee, WI · On-site

Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird) * Proficiency ...

Baird

Client Specialist

Milwaukee, WI · On-site

Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 12 months of hire. Training and resources to be ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 12 months of hire. Training and resources to be ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 12 months of hire. Training and resources to be ...

Johnson Financial Group

Wealth Advisor

Milwaukee, WI · On-site

Series 65/66 or IA equivalent required; CFP, ChFC, CPA, or other industry-specific professional designations are highly desired. * A relationship-first mindset, collaborative working style, and ...

Johnson Financial Group

Wealth Advisor

Milwaukee, WI · On-site

Series 65/66 or IA equivalent required; CFP, ChFC, CPA, or other industry-specific professional designations are highly desired. * A relationship-first mindset, collaborative working style, and ...

Wealth Enhancement Group

VP Financial Advisor

Milwaukee, WI · On-site

$164K - $250K/yr

Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...

Wealth Enhancement Group

VP Financial Advisor

Milwaukee, WI · On-site

$164K - $250K/yr

Series 65 (RIA Only) * Insurance Licenses * Substantial experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...

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Showing results 1-20

All JobsSeries 65 JobsSeries 65 Jobs in Racine, WI

Series 65 information

See Racine, WI salary details

$10.3K

$73.8K

$131.3K

How much do series 65 jobs pay per year?

As of Jul 15, 2026, the average yearly pay for series 65 in Racine, WI is $73,791.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,300.00 and $89,500.00 per year, depending on experience, location, and employer.

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 is a Series 65 job?

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 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 jobs can I get with series 65?

The Series 65 license qualifies individuals for roles such as investment advisor representatives, financial planners, and wealth managers who provide financial advice and manage client portfolios. These professionals typically work for registered investment advisory firms and must adhere to regulatory standards, often using financial planning tools and demonstrating knowledge of securities laws.

How much do series 65 holders make?

Series 65 holders typically earn between $50,000 and $100,000 annually, depending on experience, location, and the firm they work for. Many financial advisors with this certification also earn commissions or bonuses based on client assets and sales performance.

What can you do with just a series 65?

A Series 65 license qualifies individuals to act as investment adviser representatives, providing financial advice and managing client portfolios. With this license, you can work for registered investment advisory firms, offering services such as financial planning, investment consulting, and asset management. It typically requires strong knowledge of securities, regulations, and client relationship skills.

What does the series 65 exam allow you to do?

The Series 65 exam qualifies individuals to act as Investment Adviser Representatives, allowing them to provide financial advice and manage client portfolios for compensation. Passing the exam is a requirement for registering with state securities regulators and offering investment advisory services legally.
Series 65 jobs near you
Infographic showing various Series 65 job openings in Racine, WI as of July 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $73,791 per year, or $35.5 per hour.
Series 65 Tutor

Series 65 Tutor

Varsity Tutors

Milwaukee, WI • Remote

$18 - $40/hr

Part-time

Posted 13 days ago

Varsity Tutors rating

5.7

Company rating: 5.7 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

13th of 21 rated private schools and tutoring

Job description

About the Job
The Varsity Tutors Live Learning Platform has thousands of students looking for online Series 65 tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to set your own schedule, earn competitive rates, and make a real impact on students' academic success and understanding. All from the comfort of your home.
Why Join Our Platform?
  • Earn incrementally higher pay for each session with the same student, reaching up to $40/hour.
  • Get paid up to twice per week, ensuring fast and reliable compensation for the tutoring sessions you conduct and invoice.
  • Set your own hours and tutor as much as you'd like.
  • Tutor remotely using our purpose-built Live Learning Platform. No commuting required.
  • Get matched with students best-suited to your teaching style and expertise.
  • Our AI-powered Tutor Copilot enhances your sessions with real-time instructional support, lesson generation, and engagement features, helping you save prep time and focus on impactful teaching.
  • We handle the logistics—you just invoice for your tutoring sessions, and we take care of payments.

What We Look For In a Series 65 Tutor
  • Advanced Test Mastery: Deep knowledge of Series 65 Uniform Investment Adviser Law examination content covering economic factors, investment vehicle characteristics, client investment recommendations, and laws and regulations governing investment advisers. Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration.
  • Strategic Test-Taking & Problem-Solving: Skilled at teaching portfolio construction principles, regulatory compliance analysis, and client suitability evaluation for Series 65 examination. Guides students through analyzing economic indicators, comparing investment products, constructing suitable portfolios, applying fiduciary standards, and understanding state and federal regulation of investment advisers. Emphasizes connecting investment theory to regulatory requirements and ethical practice standards.
  • Curriculum Awareness & Adaptive Instruction: Familiar with Series 65 examination content and common challenges such as distinguishing broker-dealer from investment adviser regulations, understanding portfolio theory calculations, and applying ethical standards to advisory scenarios. Adapts instruction using practice examinations, regulatory comparison charts, and portfolio analysis exercises to support financial professionals preparing for investment adviser representative registration.
  • Effective Teaching Methods: Ability to identify concepts students commonly struggle with, explain material using multiple approaches, and adapt instruction to meet individual learning needs and styles.
  • Strong communication skills and a friendly, engaging teaching style.
  • Ability to adapt to different learning styles and student needs.

Ways To Connect With Students
  • 1-on-1 Online Tutoring - Provide personalized instruction to individual students.
  • Instant Tutoring - Accept on-demand tutoring requests whenever you're available.

About Varsity Tutors And 1-on-1 Online Tutoring
Our mission is to transform the way people learn by leveraging advanced technology, AI, and the latest in learning science to create personalized learning experiences. Through 1-on-1 Online Tutoring, students receive customized instruction that helps them achieve their learning goals. Our platform is designed to match students with the right tutors, fostering better outcomes and a passion for learning.
Please note: Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New Hampshire, North Dakota, Vermont, West Virginia or Puerto Rico.

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