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Finance

Issued by NASAA / FINRA

Series 65 — Investment Adviser Representative is a professional certification issued by NASAA / FINRA. Series 65 is required to operate as an investment adviser representative — essential for fee-based financial advisors and RIAs.

→ Stable Demand 📊 Intermediate Updated 8 hours ago
At a Glance
Exam Cost$187
RenewalNo expiration
ExperienceNone
Exam Format130 questions · 180 minutes
Job Postings80
Avg Salary$77K

📈 Employer Demand

80
Active Job Postings
$77K
Avg Salary
$33K – $300K
Salary Range

Top Employers Requesting This Certification

#EmployerOpen RolesDemand
1 Allstate 27
2 Facet 10
3 Everforth, Cybercoders 1
4 Muriel Consulting 1
5 PrimeLending 1
6 Find Your Calling 1
7 Robert Half 1
8 Angott Search Group 1
9 Alliant Insurance Services 1
10 Lauren Stone - State Farm Agent 1

Source: Adzuna job postings · Updated 8 hours ago

Regional Demand

📍 Lincoln County 11 postings
📍 San Francisco 2 postings
📍 Hennepin County 1 postings
📍 Mecklenburg County 1 postings
📍 Dallas 1 postings
📍 Maricopa County 1 postings
📍 Cuyahoga County 1 postings
📍 Tarrant County 1 postings

💼 Common Job Titles Requiring This Certification

Registered Representative - State Farm Agent Team Member Wealth Manager Wealth Management Advisor Compliance Officer Manager- Wealth Management Lead Wealth Advisor - Wealth Management Firm Senior Investment Advisor Investment Consultant

💰 Salary Insights

Salary Distribution from Job Postings Source: Adzuna

Based on job postings that include salary data. Figures represent posted ranges, not guaranteed compensation.

📊 Return on Investment

$187
Estimated Exam Cost
+$8K/yr
Est. Salary Uplift (10%)
0 mo
Estimated ROI Period
$38K
5-Year Net Value

* ROI estimates assume a 10% salary uplift from certification attainment. Actual results vary by role, employer, and experience level.

ℹ️ About This Certification

Our Take: Investment advisers and financial professionals pursuing career advancement in wealth management often pursue the Series 65 — Investment Adviser Representative certification, issued by NASAA and FINRA. This credential demonstrates expertise in securities laws, regulations, and ethical practices required to manage client portfolios independently. With approximately 80 active U.S. job postings currently available, professionals holding this certification earn an average salary of $64,000, reflecting solid market demand. The exam requires a one-time $187 investment and carries no expiration date, meaning once earned, the credential remains valid indefinitely without renewal fees. For finance professionals seeking to expand their advisory capabilities and establish credibility with clients, this certification represents a practical and affordable pathway to career growth and increased earning potential.

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❓ Frequently Asked Questions

Is the Series 65 — Investment Adviser Representative worth it? +
Based on current job posting data, the Series 65 — Investment Adviser Representative appears in 80 active job postings with an average salary of $77K. Demand signals suggest this certification has strong employer recognition.
Which employers request Series 65 — Investment Adviser Representative? +
Top employers currently listing Series 65 — Investment Adviser Representative in job postings include: Allstate, Facet, Everforth, Cybercoders, Muriel Consulting, PrimeLending.
How much does the Series 65 — Investment Adviser Representative exam cost? +
The Series 65 — Investment Adviser Representative exam costs approximately $187. Costs may vary based on location, membership status, and retake fees. Always check the official issuer website for current pricing.
How often does Series 65 — Investment Adviser Representative need to be renewed? +
The Series 65 — Investment Adviser Representative requires renewal every No expiration. Renewal typically involves earning continuing education units (CEUs) or professional development hours. Check with NASAA / FINRA for specific requirements.

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