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 ...
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 ...
PWM Academy Branch Consultant
Milwaukee, WI · On-site
$90 - $120/hr
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
PWM Academy Branch Consultant
Milwaukee, WI · On-site
$90 - $120/hr
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
Must be able to obtain Series 65 within a year Skills/Knowledge: * Knowledge about programs and able to effectively answer prospect questions * Previous experience in processing confidential ...
Must be able to obtain Series 65 within a year Skills/Knowledge: * Knowledge about programs and able to effectively answer prospect questions * Previous experience in processing confidential ...
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
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) * Strong ...
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) * Strong ...
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed * Proficient in Microsoft Office suite (Word, Excel and ...
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
Quick apply
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
Wealth Advisor/Financial Planning Specialist - Oarsman Capital
Milwaukee, WI · On-site
$90 - $130/hr
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
Wealth Advisor/Financial Planning Specialist - Oarsman Capital
Milwaukee, WI · On-site
$90 - $130/hr
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Experience in high-volume phone activity and in-person meetings Compensation:
Financial Advisor
Milwaukee, WI · On-site
$65 - $85/hr
Series 65, Series 7 and Series 66, or CFP. * Bilingual (Spanish). Why Join Retirable * Work that compounds. Every client you bring on is someone who would otherwise retire without professional advice.
New
Financial Advisor
Milwaukee, WI · On-site
$65 - $85/hr
Series 65, Series 7 and Series 66, or CFP. * Bilingual (Spanish). Why Join Retirable * Work that compounds. Every client you bring on is someone who would otherwise retire without professional advice.
New
Series 65 information
See Racine, WI salary details
$10.3K - $21.3K
0% of jobs
$21.3K - $32.3K
15% of jobs
$32.3K - $43.3K
0% of jobs
$54K is the 25th percentile. Wages below this are outliers.
$43.3K - $54.3K
11% of jobs
$54.3K - $65.3K
13% of jobs
The median wage is $72K / yr.
$65.3K - $76.3K
20% of jobs
$86.2K is the 75th percentile. Wages above this are outliers.
$76.3K - $87.3K
19% of jobs
$87.3K - $98.3K
9% of jobs
$98.3K - $109.3K
9% of jobs
$109.3K - $120.3K
1% of jobs
$120.3K - $131.3K
3% of jobs
$10.3K
$73.8K
$131.3K
How much do series 65 jobs pay per year?
As of Sep 4, 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 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 Racine, WI?
The most popular types of Series 65 jobs in Racine, WI are:
What are popular job titles related to Series 65 jobs in Racine, WI?
For Series 65 jobs in Racine, WI, the most frequently searched job titles are:
Varsity Tutors rating
5.9
Based on 17 frontline employees who took The Breakroom Quiz
12th of 24 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?
What We Look For In a Series 65 Tutor
Ways To Connect With Students
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.
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.
What Varsity Tutors employees say
Pay
Benefits
Hours and flexibility
Workplace
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About Varsity Tutors
Sourced by ZipRecruiter
Industry
Education
Company size
501 - 1,000 Employees
Headquarters location
St. Louis, MO, US
Year founded
2007