Series 65 Tutor
Houston, TX · 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 ...
Houston, TX · 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 ...
Houston, TX · 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 or Series 66 license required - unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner ...
Series 65 or Series 66 license required - unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner ...
$50K - $125K/yr
Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities
Quick apply
$50K - $125K/yr
Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities
Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities
Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities
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.
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.
Houston, TX · On-site
Series 65 and Series 63 or Series 66 Required. * Texas General Lines-Life, Accident and Health Preferred and willingness to pursue certification while serving in this role. * Expertise in financial ...
Houston, TX · On-site
Series 65 and Series 63 or Series 66 Required. * Texas General Lines-Life, Accident and Health Preferred and willingness to pursue certification while serving in this role. * Expertise in financial ...
Houston, TX · On-site +1
$119K - $140K/yr
Series 65 or Series 66 license required - unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial ...
Quick apply
Houston, TX · On-site +1
$119K - $140K/yr
Series 65 or Series 66 license required - unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial ...
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Please be advised that Fidelity's business is governed by the ...
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Please be advised that Fidelity's business is governed by the ...
Houston, TX · On-site
Series 65 or willingness to take the Series 65 exam in the first 6 months of employment What We Offer * Collaborative, positive teammates * Advancement opportunities * Autonomy in your role
Quick apply
Houston, TX · On-site
Series 65 or willingness to take the Series 65 exam in the first 6 months of employment What We Offer * Collaborative, positive teammates * Advancement opportunities * Autonomy in your role
$80K - $95K/yr
Series 65; Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or 66) completed within ...
$80K - $95K/yr
Series 65; Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or 66) completed within ...
Houston, TX · On-site
$120K - $140K/yr
Series 65 or willingness to take the Series 65 exam in the first 6 months of employment What We Offer * Collaborative, positive teammates * Advancement opportunities * Autonomy in your role
Houston, TX · On-site
$120K - $140K/yr
Series 65 or willingness to take the Series 65 exam in the first 6 months of employment What We Offer * Collaborative, positive teammates * Advancement opportunities * Autonomy in your role
Humble, TX · On-site
$24.04/hr
Series 65 license and other relevant certifications. * Strong knowledge of investment products and financial markets. * Communication and customer service skills. * Ability to build and maintain ...
Humble, TX · On-site
$24.04/hr
Series 65 license and other relevant certifications. * Strong knowledge of investment products and financial markets. * Communication and customer service skills. * Ability to build and maintain ...
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category:Sales Support Please be advised that Fidelity's business is ...
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category:Sales Support Please be advised that Fidelity's business is ...
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category:Sales Support Please be advised that Fidelity's business is ...
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category:Sales Support Please be advised that Fidelity's business is ...
Certified Financial Planner ® / CFP- ® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Support Please be advised that Fidelity ...
Certified Financial Planner ® / CFP- ® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Support Please be advised that Fidelity ...
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category:Sales Please be advised that Fidelity's business is ...
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category:Sales Please be advised that Fidelity's business is ...
Series 65/66 preferred * Texas Insurance License preferred Compensation * Compensation is commensurate with experience and qualifications * Potential for attractive quarterly bonuses * Matching ...
Series 65/66 preferred * Texas Insurance License preferred Compensation * Compensation is commensurate with experience and qualifications * Potential for attractive quarterly bonuses * Matching ...
Cypress, TX · On-site
$13.75 - $18.25/hr
Series 65/66 preferred * Texas Insurance License preferred Compensation * Compensation is commensurate with experience and qualifications * Potential for attractive quarterly bonuses * Matching ...
Cypress, TX · On-site
$13.75 - $18.25/hr
Series 65/66 preferred * Texas Insurance License preferred Compensation * Compensation is commensurate with experience and qualifications * Potential for attractive quarterly bonuses * Matching ...
Cypress, TX · On-site
$13.75 - $18.25/hr
Series 65/66 preferred * Texas Insurance License preferred Compensation * Compensation is commensurate with experience and qualifications * Potential for attractive quarterly bonuses * Matching ...
Quick apply
Cypress, TX · On-site
$13.75 - $18.25/hr
Series 65/66 preferred * Texas Insurance License preferred Compensation * Compensation is commensurate with experience and qualifications * Potential for attractive quarterly bonuses * Matching ...
Series 7, Series 65 and Series 63 or Series 66, required * 2-5 years in a similar role and minimum of 3 years' financial services industry experience is required * Undergraduate degree preferred
Series 7, Series 65 and Series 63 or Series 66, required * 2-5 years in a similar role and minimum of 3 years' financial services industry experience is required * Undergraduate degree preferred
$9.8K - $20.2K
0% of jobs
$20.2K - $30.7K
15% of jobs
$30.7K - $41.1K
0% of jobs
$51.3K is the 25th percentile. Wages below this are outliers.
$41.1K - $51.5K
11% of jobs
$51.5K - $62K
13% of jobs
The median wage is $68.3K / yr.
$62K - $72.4K
20% of jobs
$81.8K is the 75th percentile. Wages above this are outliers.
$72.4K - $82.8K
19% of jobs
$82.8K - $93.3K
9% of jobs
$93.3K - $103.7K
9% of jobs
$103.7K - $114.1K
1% of jobs
$114.1K - $124.6K
3% of jobs
$9.8K
$70K
$124.6K
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.
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.
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.

5.7
Based on 16 frontline employees who took The Breakroom Quiz
14th of 23 rated private schools and tutoring
Get the full story on Breakroom
Sourced by ZipRecruiter
Education
501 - 1,000 Employees
St. Louis, MO, US
2007