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Remote Series 65 License Jobs (NOW HIRING)

Flagstar Bank

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire.

Flagstar Bank

Virtual Financial Consultant

Troy, NY · Remote

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire.

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 ...

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 ...

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 ...

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 ...

Dowling Tax Group LLC

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 ...

Dowling Tax Group LLC

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 ...

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 ...

Robert W Baird & Co

PWM Transition Specialist

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 ...

Mercury

Relationship Manager

San Francisco, CA · On-site +1

$119K - $134K/yr

Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and ...

Ascensus

Participant Engagement Consultant

Series 65 license preferred (Registered Investment Advisor) * Accreditation in employee benefits, investments or equivalent (ASPPA examinations) * Excellent written and verbal communication skills

Robert W Baird & Co

PWM Transition Specialist

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 ...

Ascensus

Participant Engagement Consultant

Series 65 license preferred (Registered Investment Advisor) * Accreditation in employee benefits, investments or equivalent (ASPPA examinations) * Excellent written and verbal communication skills

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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 Sep 11, 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?

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.

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Infographic showing various Remote Series 65 License job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 72% Full Time, 20% Part Time, and 6% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $42,985 per year, or $20.7 per hour.

Virtual Financial Consultant

On-site, Remote

Flagstar Bank
Commercial Banking • 5 - 10K employees
Learn more about Flagstar Bankexternal

Full-time

Medical, Dental, Vision, Life

Re-posted 12 days ago

Flagstar Bank rating

8.1

Company rating: 8.1 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

Job description

Position Title
Virtual Financial Consultant
Location
Troy, MI 48098
Job Summary
The Virtual Financial Consultant is responsible for delivering personalized financial guidance and investment solutions to mass affluent clients with investable assets typically ranging from $50,000 to $250,000. This role exists to grow and deepen client relationships within the mass affluent segment by providing holistic financial planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance with Flagstar Wealth Services' Retail Investment Sales Program and all applicable regulatory requirements.
Job Responsibilities:
JOB RESPONSIBILITIES
Client Engagement & Relationship Management
  • Proactively engages mass affluent clients through virtual channels - including video, phone, and digital platforms - to assess financial needs and deliver tailored financial guidance.
  • Builds and grows a book of business within the mass affluent segment through referrals from Flagstar Bank retail partners, proactive outreach, and ongoing client relationship deepening.
  • Identifies opportunities to refer clients to other Flagstar business lines - including Private Bank, Mortgage, and Consumer Lending - as appropriate to the client's needs.

Financial Planning & Advisory
  • Develops and presents comprehensive financial plans encompassing investment management, retirement planning, estate planning considerations, and risk management strategies.
  • Recommends and sells a broad range of covered investment and financial products in accordance with Flagstar Wealth Services' R-INV Sales Program policies and procedures.
  • Stays current on market trends, product offerings, and regulatory changes to provide informed and compliant financial advice.

Compliance, Documentation & Quality Assurance
  • Maintains complete and accurate records of client interactions, recommendations, and transactions in designated systems of record in compliance with applicable requirements.
  • Adheres to all Quality Assurance processes and standards established to monitor compliance with the R-INV Sales Policy.
  • Participates in ongoing training, compliance reviews, and performance assessments as required by Flagstar Wealth Services leadership.
  • Uses independent judgment and discretion to make decisions regarding client financial planning recommendations, product suitability determinations, and escalation of client concerns.
  • Analyzes and resolves problems pertaining to client account issues, service delivery gaps, and compliance-related matters within the virtual advisory model.
  • Uses independent judgment and discretion to make decisions regarding client financial planning recommendations, product suitability determinations, and escalation of client concerns.
  • Analyzes and resolves problems pertaining to client account issues, service delivery gaps, and compliance-related matters within the virtual advisory model.

ADDITIONAL ACCOUNTABILITIES
  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS
Required Qualifications:
  • Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Business, Economics, or a related field. Or5+ years of relevant experience
  • Minimum experience required: 2+ Years of experience in financial services, wealth management, or investment advisory roles, with demonstrated experience serving mass affluent or retail investment clients.
  • Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire.
  • Active Life & Health Insurance license required, or ability to obtain within 90 days of hire.
  • Strong proficiency with virtual engagement tools including video conferencing platforms, CRM systems, and digital financial planning software.

Preferred Qualifications:
  • Education level preferred: Choose an item. (Add applicable additional detail i.e. field of study preferred or equivalent work experience if applicable)
  • CFP® (Certified Financial Planner) designation, or active progress toward certification.
  • Experience with brokerage or advisory platforms such as LPL Financial, Raymond James, or similar broker-dealer/investment adviser platforms.
  • Familiarity with fiduciary standards and suitability requirements under Regulation Best Interest (Reg BI).
  • Prior experience in a virtual or phone-based financial advisory model.

Job Competencies:
  • Customer Focus: Building strong customer relationships and delivering customer-centric solutions
  • Communicates Effectively: Delivering communications that convey a clear understanding of the unique needs of different audiences
  • Collaborates: Building partnerships and working collaboratively with others to meet shared objectives
  • Drives Results: Consistently achieving results, even under tough circumstances
  • Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity
  • Being Resilient: Rebounding from setbacks and adversity when facing difficult situations
  • Strong financial acumen with the ability to explain complex investment and financial planning concepts clearly, accurately, and in compliance with applicable regulatory standards.
  • High ethical standards and demonstrated commitment to regulatory compliance, suitability, and client-first advisory practices.
  • Consultative sales approach with a client-centric mindset and the ability to identify needs and deliver tailored financial solutions.
  • Self-motivated and highly organized, with the ability to manage a virtual book of business independently, prioritize competing demands, and maintain attention to detail.
  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
  • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Extensive periods of sitting and computing

Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

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