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Remote Series 65 License Jobs (NOW HIRING)

Focus Financial Partners Inc.

Client Service Associate

$14.75 - $20.50/hr

Knowledge of financial products and services (Series 65 or insurance license is a plus). * Comfortable with remote collaboration tools (Zoom, Teams, etc.). Base pay may vary based on factors ...

Eden Capital Careers

Head of Distribution

Opa Locka, FL · On-site +1

$300K/yr

Miami, Florida (preferred) Remote considered with travel Employment Type: Full-time Compensation ... Series 65 license. * Experience with alternative investment platforms or wealth-tech ecosystems.

trainwell

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 ...

trainwell

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 ...

Osaic

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 ...

Synergy Financial

Financial Consultant (Remote)

Tacoma, WA · Remote

$75K - $100K/yr

? Remote Insurance & Financial Services Agent (Licensed Preferred) - Commission-Based | Synergy ... If you're already life and health licensed , or hold Series 6, 63, 65, or 7 licenses -- or you're ...

Osaic

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 ...

Osaic

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 ...

Osaic

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 ...

Pivotal Talent Search

Associate Wealth Advisor

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

Orion

Business Development Consultant

Idaho Falls, ID · On-site +1

This position requires a Series 65 license or both Series 7 and 66 licenses. If the required ... Sales Role required to live in Territory #LI-AP1 #LI-Remote #LI-Hybrid About Us At Orion, we ...

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Remote Series 65 License information

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How much do remote series 65 license jobs pay per hour?

As of Jul 7, 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?

AspectRemote Series 65 LicenseRemote Financial Advisor
Required CredentialsSeries 65 license, state registrationSeries 65 license, CFP certification (optional), state registration
Work EnvironmentRemote, client-facing, regulatory complianceRemote, client-facing, financial planning and investment advice
Employer & IndustryRegistered Investment Advisors, broker-dealersFinancial 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:
Remote Series 65 License jobs near you
Infographic showing various Remote Series 65 License job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $42,985 per year, or $20.7 per hour.

Registered Representative - State Farm Agent Team Member

Daniel Barros - State Farm Agent

South Plainfield, NJ • On-site

$80K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

Benefits:
  • Commissions
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Paid time off
  • Dental insurance
  • Health insurance
  • Vision insurance

ROLE DESCRIPTION:
As a Registered Representative with Barros Insurance Agency Inc, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Provide investment options and consult securities to customers.
  • Conduct financial needs analysis and recommend investment products.
  • Manage customers portfolios and provide ongoing support.
  • Stay updated on market trends and regulatory changes.
  • Conduct presentations and seminars on investment topics.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
  • Series 6 or 7 license and other relevant certifications.
  • Series 65 license of ChFC designation
  • Strong knowledge of investment products and financial markets.
  • Communication and customer service skills.
  • Ability to build and maintain customers relationships.
  • Detail-oriented with strong analytical skills.
  • Proficiency with financial software and tools.
  • High ethical standards and professionalism.

Flexible work from home options available.