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Remote Series 65 License Jobs in Puerto Rico (NOW HIRING)

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Remote Series 65 License information

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 the key skills and qualifications needed to thrive as a remote Series 65 licensed investment advisor?

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 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.

What are the most commonly searched types of Series 65 License jobs in Puerto Rico?

The most popular types of Series 65 License jobs in Puerto Rico are:

What are popular job titles related to Remote Series 65 License jobs in Puerto Rico?

For Remote Series 65 License jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Remote Series 65 License jobs in Puerto Rico look for?

The top searched job categories for Remote Series 65 License jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Remote Series 65 License jobs?

Cities in Puerto Rico with the most Remote Series 65 License job openings:

Remote Series 65 License jobs near you

Transmission Planning Engineer - Remote (Puerto Rico)

ICF

Arecibo, PR • On-site, Remote

Full-time

Retirement

Posted 17 days ago

Job description

Ready to make a difference?

We are a relentlessly client-focused group re-imagining, re-designing, and re-engineering the way electric utilities tackle industry problems. Our transmission planning team delivers technically rigorous power system studies and strategic planning support to utilities, developers, and grid operators navigating one of the most dynamic periods in the history of the electric grid - from large-scale renewable interconnection and large load growth to FERC-driven transmission reform. We are seeking an experienced senior engineer ready to own complex engagements, lead a team, and shape the direction of our practice.

Why you will love working here:

  • Quality of life: Flexible workplace arrangements, work-life balance

  • Investment in the community: Donation matching, volunteer opportunities

  • Investment in you: Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan

  • And many, many more (Ask your recruiter for more details!)

The Ideal Candidate

You are a technically deep transmission planning engineer with a track record of leading complex, multi-discipline power system studies from kickoff through final deliverable. You take ownership of your work and your clients. You move fluidly between steady-state contingency analysis, transient stability, interconnection processes, and long-range buildout assessments without losing the thread. You write clearly, communicate confidently with utility decision-makers, and actively develop the engineers around you. You bring solutions, not just analyses, and you are motivated by the challenge of a grid that is changing fast.

What you will be doing:

Daily and weekly responsibilities include but are not limited to:

  • Serve as technical lead or study manager on transmission planning engagements, owning scope, schedule, quality, and client relationship

  • Perform steady-state load flow and contingency analysis (PSS/E, PSLF, PowerWorld) for utility transmission planning and interconnection studies

  • Conduct transient stability and dynamic simulation studies, including modeling of conventional generation and inverter-based resources (IBR)

  • Lead generation and large load interconnection impact studies, including feasibility, facilities, and cluster/serial study processes across CAISO, MISO, PJM, ERCOT, WECC, and other regional footprints

  • Develop and assess long-range transmission expansion plans evaluating load growth scenarios, generation retirement, renewable buildout, and infrastructure needs

  • Support FERC Order 1920 proactive transmission planning and Order 2023 interconnection reform compliance work for utility clients

  • Perform NERC reliability standards studies and assessments including TPL-001, FAC-001/002, TOP-001, and MOD series standards

  • Author and QA technical study reports for regulatory filings, client deliverables, and interconnection submissions

  • Develop Python-based automation and tooling to improve study execution efficiency, model management, and output quality

  • Mentor junior and mid-level engineers through technical review, guidance, and day-to-day collaboration

  • Participate in business development through proposal writing, scope development, client presentations, and identification of new opportunities

  • Monitor evolving FERC policy, regional planning standards, and grid technology trends to inform client strategy and internal capability development

What we need you to have (minimum qualifications):

  • BS in Electrical Engineering from an ABET-accredited college or university

  • 2+ years of experience in transmission planning, power system studies, or related electrical engineering

What we would like you to have:

  • 5-8+ years of experience in transmission planning, power system studies, or related electrical engineering

  • Hands-on experience with PSS/E, PSLF, or equivalent transmission planning software

  • Demonstrated experience leading or managing technical study engagements as primary point of contact

  • EIT or PE registration, or active pursuit of licensure

  • Deep familiarity with regional ISOs/RTOs - including CAISO, MISO, PJM, ERCOT, WECC, SERC, NYISO, NEISO, and/or SPP - and their interconnection processes and planning criteria

  • Experience with IBR and BESS dynamic modeling under NERC MOD-026/027/031/032/033

  • Familiarity with long-range transmission expansion planning methodologies and scenario-based planning frameworks

  • Experience with large load interconnection studies for data center, hyperscaler, industrial, or other high-demand customers

  • Proficiency in Python for power system study automation, model management, and data workflows

  • Short circuit analysis experience using ASPEN, CAPE, or ETAP

  • Familiarity with electromagnetic transient software (PSCAD, EMTP) as a supplemental capability

  • Strong technical report writing skills; ability to communicate complex results clearly to non-engineering audiences and utility executives

  • Experience contributing to business development proposals and client scoping discussions

To learn more about this team and how our grid engineering solutions help electric utilities balance cutting-edge technology with cost-efficiency and reliability ICF Power Delivery Services

#GEA25

#POWERDELIVERY

#INDEED

#LI-CC1


Bot and Third-Party Applications

Please note that this application must be submitted directly by the applicant for consideration.Failure to do so may result in the application being excluded for consideration.Applicants needing an accommodation for disability or religious purposes in connection with the application process should contactCandidateaccommodation@icf.comfor assistance.

Working at ICF

ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future.

We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer.Together, our employees are empowered to share theirexpertiseand collaborate with others to achieve personal and professional goals. For more information, please read ourEEOpolicy.

We will consider for employment qualified applicants with arrest and conviction records.

Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals withsincerely heldreligious beliefs, in all phases of the application and employment process. To requestan accommodation,please emailCandidateaccommodation@icf.comand we will be happy toassist. All information you provide will be kept confidential and will be used only to the extentrequiredto provide needed reasonable accommodations.

Read more aboutworkplacediscriminationrightsor our benefit offerings which are included in theTransparency in (Benefits) CoverageAct.

Candidate AI Usage Policy

At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate orassistwith responses during interviews (whether in-person or virtual) is notpermitted. This policy is in place tomaintainthe integrity and authenticity of the interview process.

However, we understand that some candidates may require accommodationthat involves the use of AI. Ifsuch anaccommodation is needed, candidates are instructed to contact us in advance atcandidateaccommodation@icf.com. Weare dedicated to providingthe necessary support to ensure that all candidates have an equal opportunity to succeed.


Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position.

The pay range for this position based on full-time employment is:

$73,738.00 - $125,354.00Puerto Rico Remote Office (PR99)

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