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
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
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
Riverside, CT · Remote
Series 65 licensed is preferred but not required. * CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self ...
Quick apply
Wealth Advisor
Riverside, CT · Remote
Series 65 licensed is preferred but not required. * CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self ...
Client Service Advisor
Westbrook, CT · On-site +1
Active Series 65 license or combination of Series 7 and 66 required Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations Commitment to maintaining continuing ...
Client Service Advisor
Westbrook, CT · On-site +1
Active Series 65 license or combination of Series 7 and 66 required Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations Commitment to maintaining continuing ...
Branch Office Examiner
Saint Petersburg, FL · 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
Saint Petersburg, FL · 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 ...
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 ...
Wealth Advisor
Riverside, CT · Remote
Series 65 licensed is preferred but not required. * CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self ...
Quick apply
Wealth Advisor
Riverside, CT · Remote
Series 65 licensed is preferred but not required. * CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self ...
Active FINRA Series 63 and Series 65 licenses, or Series 66, required * FINRA Fingerprinting ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...
Active FINRA Series 63 and Series 65 licenses, or Series 66, required * FINRA Fingerprinting ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...
Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird) * Proficiency ...
Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird) * Proficiency ...
Registered Representative - State Farm Agent Team Member
Alpharetta, GA · Remote
$100K - $200K/yr
Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus ... This is a remote position.
Quick apply
Registered Representative - State Farm Agent Team Member
Alpharetta, GA · Remote
$100K - $200K/yr
Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus ... This is a remote position.
Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird) * Proficiency ...
Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird) * Proficiency ...
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 ...
Entry-Level Wealth Manager
Bismarck, ND · On-site +1
Supportive, collaborative team environment Remote work after training and licensing. Elevate Your ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) • Bachelor's degree ...
Entry-Level Wealth Manager
Bismarck, ND · On-site +1
Supportive, collaborative team environment Remote work after training and licensing. Elevate Your ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) • Bachelor's degree ...
Associate Financial Planner
Fargo, ND · Remote
$125K/yr
Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) * Bachelors Degree preferred ...
Quick apply
Associate Financial Planner
Fargo, ND · Remote
$125K/yr
Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) * Bachelors Degree preferred ...
Series 63 & Series 65) licenses required. * Series 9/10 preferable. * Series 4 helpful but not required. Physical and Other Requirements * May sit at workstation for extended periods of time * May ...
Series 63 & Series 65) licenses required. * Series 9/10 preferable. * Series 4 helpful but not required. Physical and Other Requirements * May sit at workstation for extended periods of time * May ...
This transition does not apply to fully remote roles. The base salary range for this position is ... Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Category:Customer Service
This transition does not apply to fully remote roles. The base salary range for this position is ... Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Category:Customer Service
Series 63 & Series 65) licenses required. * Series 9/10 preferable. * Series 4 helpful but not required. Physical and Other Requirements * May sit at workstation for extended periods of time * May ...
Series 63 & Series 65) licenses required. * Series 9/10 preferable. * Series 4 helpful but not required. Physical and Other Requirements * May sit at workstation for extended periods of time * May ...
Senior Compliance Analyst Partner Integration, Monitoring & Testing
Denver, CO · On-site +1
$85K - $100K/yr
Series 65 License preferred, not required. Work Schedule: Monday through Friday, 8:00AM - 5:00PM ... Professional office environment, daytime hours, working inside, standing, and sitting, 100% remote ...
Quick apply
Senior Compliance Analyst Partner Integration, Monitoring & Testing
Denver, CO · On-site +1
$85K - $100K/yr
Series 65 License preferred, not required. Work Schedule: Monday through Friday, 8:00AM - 5:00PM ... Professional office environment, daytime hours, working inside, standing, and sitting, 100% remote ...
Client Support Specialist - Greater Baltimore, MD Area (REMOTE)
Baltimore, MD · On-site +1
$44K - $80K/yr
This transition does not apply to fully remote roles. The base salary range for this position is ... Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Category: Customer Service
Client Support Specialist - Greater Baltimore, MD Area (REMOTE)
Baltimore, MD · On-site +1
$44K - $80K/yr
This transition does not apply to fully remote roles. The base salary range for this position is ... Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Category: Customer Service
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 Aug 21, 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 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?
| 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:
Full-time
Medical, Dental, Vision, Retirement
Posted 25 days ago
Job description
Description
The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.
Remote Opportunity after training and licensing.
No territory restrictions - serve clients nationwide!!
Launch Your Sales Career with Purpose and Support
Are you ready to build a meaningful career in sales where you can help people, grow your skills, and achieve professional success? The client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial Services Representatives.
No prior sales experience is required - only a strong work ethic, willingness to learn, and a passion for connecting with people. The client provides comprehensive training, mentorship, and resources to set you up for success.
Training & Development
The client invests in your growth by providing:
Benefits & Rewards
Responsibilities
Your Role
• Deepen relationships with existing clients and expand your reach through strategic growth
• Deliver comprehensive financial planning tailored to each client's unique goals
• Leverage Foster Klima's platform to streamline operations and enhance client outcomes
• Collaborate with a network of high-performing advisors and mentors
• Maintain long-term relationships and guide clients through life's financial transitions
Qualifications
Who We're Looking For
• Minimum 2-3 years of experience as a financial advisor or representative
• Proven success in client acquisition, retention, and relationship management
• Go-getter mindset with a commitment to client-first service
• Strong communication skills and a collaborative spirit
• Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66)
• Bachelors Degree preferred
The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.
Remote Opportunity after training and licensing.
No territory restrictions - serve clients nationwide!!
Launch Your Sales Career with Purpose and Support
Are you ready to build a meaningful career in sales where you can help people, grow your skills, and achieve professional success? The client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial Services Representatives.
No prior sales experience is required - only a strong work ethic, willingness to learn, and a passion for connecting with people. The client provides comprehensive training, mentorship, and resources to set you up for success.
Training & Development
The client invests in your growth by providing:
- Paid training and onboarding support
- Ongoing coaching and mentorship from experienced leaders
- Access to proven sales tools and technology
- Professional development opportunities and career pathing
Benefits & Rewards
- Competitive compensation structure with bonuses and incentives
- Full benefits package including retirement savings, health, dental, and vision coverage
- Personalized coaching and leadership development opportunities
- Pathways for advancement and long-term career growth
- Supportive, collaborative team environment
Responsibilities
Your Role
• Deepen relationships with existing clients and expand your reach through strategic growth
• Deliver comprehensive financial planning tailored to each client's unique goals
• Leverage Foster Klima's platform to streamline operations and enhance client outcomes
• Collaborate with a network of high-performing advisors and mentors
• Maintain long-term relationships and guide clients through life's financial transitions
Qualifications
Who We're Looking For
• Minimum 2-3 years of experience as a financial advisor or representative
• Proven success in client acquisition, retention, and relationship management
• Go-getter mindset with a commitment to client-first service
• Strong communication skills and a collaborative spirit
• Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66)
• Bachelors Degree preferred
About Foster Klima & Company
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1860