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Series 65 Jobs in Riverside, CA (NOW HIRING)

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Series 65 information

See Riverside, CA salary details

$11.5K

$82.1K

$146.1K

How much do series 65 jobs pay per year?

As of Jul 17, 2026, the average yearly pay for series 65 in Riverside, CA is $82,100.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,600.00 and $99,600.00 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.
What are popular job titles related to Series 65 jobs in Riverside, CA? For Series 65 jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Series 65 jobs in Riverside, CA look for? The top searched job categories for Series 65 jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Series 65 jobs? Cities near Riverside, CA with the most Series 65 job openings:
Series 65 jobs near you
Infographic showing various Series 65 job openings in Riverside, CA 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 $82,100 per year, or $39.5 per hour.

Retirement Plan Services & Select Life - Producer/External Sales

Higginbotham Insurance Agency

Irvine, CA

Full-time

Medical, Dental, Vision, Retirement

Re-posted 25 days ago

Job description

We are looking for motivated individuals to join our Retirement Plan Services & Select Life Team at Higginbotham. 

The Retirement Plan Services & Select Life - Producer/External Sales position is responsible for driving growth through proactive business development, efficient sales operations and cultivating partnerships with both internal and external stakeholders.  

We are filling positions in or around the following cities:

  • Birmingham, AL
  • Los Angeles, CA
  • Colorado Spring, CO
  • Atlanta, GA
  • St. Petersburg, FL
  • Boca Raton, FL
  • Louisville, KY
  • Metairie, LA
  • Lafayette, LA
  • Oklahoma City, OK
  • Memphis, TN
  • Austin, TX
  • Dallas, TX
  • Houston, TX
  • Lubbock, TX
  • San Antonio, TX

Education:

  • Business Degree or equivalent work experience

Experience:

  • This role is open to entry-level candidates willing to earn necessary industry designations as well as experienced professionals who have an active Series 6, Series 65, and or Life/Health License.

Benefits & Compensation: 

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
  • Employee Wellness program
  • Commission based role

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. 

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