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Remote Series 65 License Jobs in San Ramon, CA (NOW HIRING)

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Remote Series 65 License information

See San Ramon, CA salary details

$13

$23

$32

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

As of Aug 25, 2026, the average hourly pay for remote series 65 license in San Ramon, CA is $23.09, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.00 per hour, depending on experience, location, and employer.

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 popular job titles related to Remote Series 65 License jobs in San Ramon, CA?

For Remote Series 65 License jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Remote Series 65 License jobs in San Ramon, CA look for?

The top searched job categories for Remote Series 65 License jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Remote Series 65 License jobs?

Cities near San Ramon, CA with the most Remote Series 65 License job openings:

Remote Series 65 License jobs near you

Experienced Wealth Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Pleasanton, CA • Remote

$150K - $500K/yr

Full-time

Posted 20 days ago

Job description

You have built experience advising clients. Your next move should give you more than a new logo on your business card.

Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization.

This opportunity is designed for advisors who value comprehensive planning, open access to financial solutions, professional collaboration, and the ability to serve clients through different stages of their financial lives.

Whether you are looking to expand your current practice, strengthen your planning capabilities, join a team, or develop a long-term succession strategy, Golden Summit Wealth provides the resources to help support your next stage of growth.

What You’ll Do
  • Provide comprehensive guidance to individuals, families, professionals, and business owners
  • Develop financial strategies based on each client’s goals, priorities, risk considerations, and time horizon
  • Coordinate investment, retirement, insurance, estate-planning, and business-planning needs
  • Manage and deepen existing client relationships
  • Develop new business through referrals, professional relationships, community involvement, and targeted business development
  • Collaborate with specialists and other advisors on complex client cases
  • Maintain all required licenses, registrations, continuing education, and compliance standards
  • Build a scalable practice supported by effective service, technology, and team resources
Why Experienced Advisors Consider Golden Summit Wealth
  • Autonomy to develop and manage your practice
  • Access to comprehensive planning and investment resources
  • Dedicated transition and onboarding support
  • Competitive, performance-based compensation
  • Professional teaming and joint-work opportunities
  • In-house specialists and support departments
  • Marketing and practice-development resources
  • Support for acquisitions, continuity planning, and succession strategies
  • A collaborative culture focused on long-term growth and client impact
Qualifications
  • Demonstrated experience as a wealth advisor, financial advisor, investment advisor representative, registered representative, or similar financial professional
  • Active Series 7 and Series 66 licenses, or active Series 6, Series 63, and Series 65 licenses
  • Active state insurance licenses preferred
  • Experience providing investment, retirement, insurance, or comprehensive financial guidance
  • A record of developing and maintaining long-term client relationships
  • Strong understanding of regulatory and compliance responsibilities
  • Ability to independently develop business and manage a client practice
  • Commitment to ethical, client-centered recommendations
  • Existing production, client relationships, or a transferable practice are strongly preferred
  • Bachelor’s degree or comparable professional experience preferred
The Advisor We Want to Meet

You may be a strong fit if you are looking for:

  • More freedom in how you build and position your practice
  • A wider range of resources for serving clients
  • Greater collaboration without losing your independence
  • Support transitioning your business and retaining client momentum
  • A firm that can support both your current production and future growth
  • A long-term home for your clients, team, and professional legacy


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