We're seeking an experienced FINRA exams tutor to work with candidates preparing for licensing exams including SIE, Series 7, Series 6, Series 63, Series 65, and Series 66. This role includes ...
We're seeking an experienced FINRA exams tutor to work with candidates preparing for licensing exams including SIE, Series 7, Series 6, Series 63, Series 65, and Series 66. This role includes ...
Licensed Investment Representative
Suitland, MD · On-site +1
$60K - $75K/yr
... remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 license. Experience working within a captive insurance agency ...
Licensed Investment Representative
Suitland, MD · On-site +1
$60K - $75K/yr
... remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 license. Experience working within a captive insurance agency ...
Licensed Investment Representative
Suitland, MD · Remote
$60K - $75K/yr
... remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 license. Experience working within a captive insurance agency ...
Quick apply
Licensed Investment Representative
Suitland, MD · Remote
$60K - $75K/yr
... remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 license. Experience working within a captive insurance agency ...
Branch Office Examiner
Oakdale, MN · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Branch Office Examiner
Oakdale, MN · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Branch Office Examiner
Petersburg, VA · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Branch Office Examiner
Petersburg, VA · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Branch Office Examiner
La Vista, NE · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Branch Office Examiner
La Vista, NE · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
VP, Business Development
OR · Remote
Series 65 license preferred Vestmark is an equal opportunity employer. We celebrate diversity and ... Remote
VP, Business Development
OR · Remote
Series 65 license preferred Vestmark is an equal opportunity employer. We celebrate diversity and ... Remote
Branch Office Examiner
Scottsdale, AZ · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Branch Office Examiner
Scottsdale, AZ · On-site +1
$65K - $75K/yr
... licensure, experience, and education. Our competitive compensation is just one component of Osaic ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Current Employees and Contractors ...
Series 65 license (or ability to obtain within 60 days of hire) * CFP ® certification preferred, or actively pursuing (CFP is core to the Advisor role) * Strong analytical and problem-solving skills
Series 65 license (or ability to obtain within 60 days of hire) * CFP ® certification preferred, or actively pursuing (CFP is core to the Advisor role) * Strong analytical and problem-solving skills
FINANCIAL ADVISOR REMOTE OR HYBRID
Princeton, NJ · On-site +1
Senior Financial Advisor-RETAINED SEARCH REMOTE or HYBRID or ON-SITE are all welcome! Avior ... Series 65 required, Life & health is preferred. * At least 5 years of experience in the financial ...
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FINANCIAL ADVISOR REMOTE OR HYBRID
Princeton, NJ · On-site +1
Senior Financial Advisor-RETAINED SEARCH REMOTE or HYBRID or ON-SITE are all welcome! Avior ... Series 65 required, Life & health is preferred. * At least 5 years of experience in the financial ...
Financial Advisor
Dallas, TX · On-site +1
... Series 65 licenses ● Active Life & Health license ● Approximately 1-5 years of financial services or investment sales experience ● Experience selling mutual funds, investments, annuities, or ...
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Financial Advisor
Dallas, TX · On-site +1
... Series 65 licenses ● Active Life & Health license ● Approximately 1-5 years of financial services or investment sales experience ● Experience selling mutual funds, investments, annuities, or ...
VP, Business Development
$110K - $140K/yr
Series 65 license preferred Vestmark is an equal opportunity employer. We celebrate diversity and ... Remote Vestmark takes a market-based approach to compensation to ensure we pay fairly and ...
VP, Business Development
$110K - $140K/yr
Series 65 license preferred Vestmark is an equal opportunity employer. We celebrate diversity and ... Remote Vestmark takes a market-based approach to compensation to ensure we pay fairly and ...
Registered Representative - State Farm Agent Team Member
Spokane, WA · Remote
$50K - $75K/yr
Series 6, 63 and 65 license and other relevant certifications. * Strong knowledge of investment ... This is a remote position.
Quick apply
Registered Representative - State Farm Agent Team Member
Spokane, WA · Remote
$50K - $75K/yr
Series 6, 63 and 65 license and other relevant certifications. * Strong knowledge of investment ... This is a remote position.
Series 65 license or equivalent (must be obtained within 90 days of employment) * Experience working with Power Point * Strong communication and presentation skills * Keen attention to detail
Series 65 license or equivalent (must be obtained within 90 days of employment) * Experience working with Power Point * Strong communication and presentation skills * Keen attention to detail
Series 65 license or equivalent (must be obtained within 90 days of employment) * Experience working with Power Point * Strong communication and presentation skills * Keen attention to detail
Series 65 license or equivalent (must be obtained within 90 days of employment) * Experience working with Power Point * Strong communication and presentation skills * Keen attention to detail
Associate Financial Planner
Fargo, ND · On-site +1
Remote Opportunity after training and licensing. No territory restrictions - serve clients ... Series 65/66) • Bachelors Degree preferred
New
Associate Financial Planner
Fargo, ND · On-site +1
Remote Opportunity after training and licensing. No territory restrictions - serve clients ... Series 65/66) • Bachelors Degree preferred
New
Branch Office Examiner
Oakdale, MN · On-site +1
$65K - $75K/yr
FINRA series 7 license is required. Series 24 is required to be obtained within 180 days of hire ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic ...
Branch Office Examiner
Oakdale, MN · On-site +1
$65K - $75K/yr
FINRA series 7 license is required. Series 24 is required to be obtained within 180 days of hire ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic ...
Branch Office Examiner
Scottsdale, AZ · On-site +1
$65K - $75K/yr
FINRA series 7 license is required. Series 24 is required to be obtained within 180 days of hire ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic ...
Branch Office Examiner
Scottsdale, AZ · On-site +1
$65K - $75K/yr
FINRA series 7 license is required. Series 24 is required to be obtained within 180 days of hire ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic ...
Wealth Advisor
Chicago, IL · On-site +1
$150K - $250K/yr
The series 65 license is required for the position; however, unlicensed candidates are considered ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...
Wealth Advisor
Chicago, IL · On-site +1
$150K - $250K/yr
The series 65 license is required for the position; however, unlicensed candidates are considered ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...
Branch Office Examiner
La Vista, NE · On-site +1
$65K - $75K/yr
FINRA series 7 license is required. Series 24 is required to be obtained within 180 days of hire ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic ...
Branch Office Examiner
La Vista, NE · On-site +1
$65K - $75K/yr
FINRA series 7 license is required. Series 24 is required to be obtained within 180 days of hire ... FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic ...
Remote Series 65 License information
See salary details
$11.78 - $13.35
2% of jobs
$13.35 - $14.93
5% of jobs
$14.93 - $16.50
16% of jobs
$16.71 is the 25th percentile. Wages below this are outliers.
$16.50 - $18.07
16% of jobs
The median wage is $19.15 / hr.
$18.07 - $19.65
17% of jobs
$19.65 - $21.22
18% of jobs
$21.57 is the 75th percentile. Wages above this are outliers.
$21.22 - $22.79
9% of jobs
$22.79 - $24.37
8% of jobs
$24.37 - $25.94
5% of jobs
$25.94 - $27.51
2% of jobs
$27.51 - $29.09
2% of jobs
$11
$20
$29
How much do remote series 65 license jobs pay per hour?
As of Jul 29, 2026, the average hourly pay for remote series 65 license in the United States is $20.67, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $22.36 per hour, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a Remote Series 65 Licensed Investment Advisor, and why are they important?
To succeed as a Remote Series 65 Licensed Investment Advisor, you need a thorough understanding of investment principles, securities regulations, and financial planning, along with passing the Series 65 exam to obtain licensure. Familiarity with portfolio management software, financial analysis tools, and compliance systems is typically required. Strong client communication, self-motivation, and ethical judgment are standout soft skills in this role. These capabilities ensure advisors provide compliant, high-quality investment guidance and build lasting client relationships in a remote work environment.
What is a Remote Series 65 License?
A Remote Series 65 License refers to the ability to obtain and use a Series 65 license while working remotely, typically as an investment adviser representative. The Series 65 is an exam administered by FINRA that qualifies individuals to act as investment advisers and offer financial advice for a fee. Having a remote Series 65 means you can provide advisory services from any location, provided you comply with state and federal regulations. Many financial firms now allow advisers to work from home or other remote locations, making this a flexible career option. The license is essential for anyone looking to manage client portfolios or provide financial planning services professionally.
What are some unique challenges of working remotely as a Series 65 licensed financial advisor?
Working remotely as a Series 65 licensed financial advisor offers flexibility, but also presents distinct challenges. Building client trust and maintaining strong relationships can be more difficult without face-to-face meetings, requiring excellent virtual communication skills and proactive outreach. Additionally, remote advisors must be self-motivated to manage their schedules, stay compliant with regulatory requirements, and keep up-to-date with industry changes. Collaboration with colleagues and access to firm resources may also require more intentional effort through digital platforms.
What is the difference between Remote Series 65 License vs Remote Financial Advisor?
| Aspect | Remote Series 65 License | Remote Financial Advisor |
|---|---|---|
| Required Credentials | Series 65 license, state registration | Series 65 license, CFP certification (optional), state registration |
| Work Environment | Remote, client-facing, regulatory compliance | Remote, client-facing, financial planning and investment advice |
| Employer & Industry | Registered Investment Advisors, broker-dealers | Financial planning firms, RIAs, broker-dealers |
The Remote Series 65 License qualifies individuals to act as Investment Advisor Representatives, providing investment advice remotely. Remote Financial Advisors often hold the Series 65 license but may also pursue additional certifications like CFP. While both roles operate remotely and serve clients in the financial industry, the Financial Advisor role typically involves comprehensive financial planning, whereas the Series 65 license is a regulatory requirement for advising clients as an RIA.
More about Remote Series 65 License jobs
What cities are hiring for Remote Series 65 License jobs? Cities with the most Remote Series 65 License job openings:
What are the most commonly searched types of Series 65 License jobs? The most popular types of Series 65 License jobs are:
What states have the most Remote Series 65 License jobs? States with the most job openings for Remote Series 65 License jobs include:
What job categories do people searching Remote Series 65 License jobs look for? The top searched job categories for Remote Series 65 License jobs are:
Job description
Leland is building the home for ambition in the age of AI. We connect people with the experts, programs, and communities they need to land the job, get into the school, or upskill for a world being rewritten by AI. We help businesses become AI-native through training, hiring, and infrastructure. Since our founding in 2021, we've helped tens of thousands of people reach their most ambitious goals and raised $19M from world-class investors. Ambition is sacred to us, and we've built a product that takes that seriously.
We're seeking an experienced FINRA exams tutor to work with candidates preparing for licensing exams including SIE, Series 7, Series 6, Series 63, Series 65, and Series 66. This role includes assessing each student's starting point, creating a tailored study plan, teaching core concepts and test prep strategy, and helping students build accuracy, pacing, and confidence leading up to test day. Ideal candidates have strong FINRA exam scores, prior tutoring or teaching experience, and a clear, structured approach to breaking down complex regulatory and financial concepts. Tutors set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every student.
Why Leland?
Leland is an equal opportunity employer. We encourage candidates of all backgrounds and demographics to apply.
We're seeking an experienced FINRA exams tutor to work with candidates preparing for licensing exams including SIE, Series 7, Series 6, Series 63, Series 65, and Series 66. This role includes assessing each student's starting point, creating a tailored study plan, teaching core concepts and test prep strategy, and helping students build accuracy, pacing, and confidence leading up to test day. Ideal candidates have strong FINRA exam scores, prior tutoring or teaching experience, and a clear, structured approach to breaking down complex regulatory and financial concepts. Tutors set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every student.
Why Leland?
- The chance to join a world-class team helping people achieve their career and educational dreams
- Work in a collaborative, high-energy environment where your contributions have a direct impact
- Operate in a fast-paced, AI-native environment
- We don't hire people who merely want to work for a great company; we hire people who want to make a great company
Leland is an equal opportunity employer. We encourage candidates of all backgrounds and demographics to apply.
About Leland
Sourced by ZipRecruiter
Industry
Business schools and computer and management training
Company size
11 - 50 Employees
Headquarters location
Stanford, CA, US
Year founded
2020