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Series 65 Jobs in Riverside, CA (NOW HIRING)

Jobtailor

Retirement Consultant

Irvine, CA · On-site

$120 - $170/hr

Series 65 and state insurance license required; if not currently held, required within 90 days of employment * Bachelor's degree required * 3-5 years of demonstrated advisory, client management, and ...

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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 Aug 22, 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 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 Riverside, CA?

The most popular types of Series 65 jobs in Riverside, CA are:

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 August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $82,100 per year, or $39.5 per hour.

Retirement Consultant

Jobtailor

Irvine, CA • On-site

$120 - $170/hr

Other

Posted 4 days ago

Job description

  • Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business
  • Build the retirement consultant book of business
  • Develop and maintain relationships with retirement plan sponsors
  • Deliver prompt and proactive client service
  • Produce and deliver plan review meetings in person or virtually
  • Deliver participant education and wellness seminars in person or virtually
  • Achieve service, growth, and retention goals for the assigned book of business
  • Lead a team and achieve goals
  • Ensure conformance with company guidelines and regulatory policies
  • Maintain and update the CRM for existing customers in real time
Requirements
  • Series 65 and state insurance license required; if not currently held, required within 90 days of employment
  • Bachelor’s degree required
  • 3–5 years of demonstrated advisory, client management, and plan management experience preferred
  • CPFA, AIF, QKA, CFP, and/or CFA preferred
  • Broad background in retirement products and general investment matters
  • Strong written and verbal communication skills
  • Strong quantitative and analytical skills
  • Advanced proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook
  • Experience with Microsoft Teams, RPAG, Redtail, and Salesforce
  • Ability to learn other appropriate programs or software systems
  • Ability to remain flexible and focused during stressful situations
  • Attention to detail and accuracy
  • Ability to express complex concepts clearly and concisely
  • Highly organized with the ability to prioritize multiple assignments and deliver high-quality results
Core Competencies

Demonstrates expertise in retirement business management, client relationship development, and regulatory compliance while achieving service and growth goals. Proficient in delivering client education and maintaining accurate records in CRM systems.

Highest-signal resume keywords
  • Series 65 License
  • Bachelor's Degree
  • Client Management Experience
  • Retirement Products Knowledge
  • Microsoft Office Suite Proficiency
ATS Optimization KeywordsHard Skills
  • Investment Analysis
  • Plan Management
  • Quantitative Skills
  • Analytical Skills
  • CRM Management
Soft Skills
  • Strong Communication Skills
  • Attention to Detail
  • Organizational Skills
  • Ability to Prioritize
  • Flexibility Under Stress
Certifications & Qualifications
  • Series 65
  • CPFA
  • AIF
  • QKA
  • CFP
  • CFA
Industry Keywords
  • Retirement Business
  • Client Service
  • Plan Sponsors
  • Wellness Seminars
  • Regulatory Policies
Tools & Technologies
  • Microsoft Teams
  • RPAG
  • Redtail
  • Salesforce
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