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Remote Series 65 License Jobs (NOW HIRING)

Aprio

Wealth Advisor

New York, NY

$150K - $250K/yr

The series 65 license is required for the position; however, unlicensed candidates are considered ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Empower

Wealth Solutions Investment Advisor

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 ...

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 ...

Foster Klima

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 ...

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 ...

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 ...

Foster Klima

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 ...

Equitable

Financial Professional Advisor (REMOTE)

$47K/yr

... offers a remote work schedule that allows you to stay fully engaged with your team to provide ... Series 65 within 60 days of employment * Active State Life Insurance license * 2 years of proven ...

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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 Aug 19, 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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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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $42,985 per year, or $20.7 per hour.

Wealth Advisor

Aprio

New York, NY

$150K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 14 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. 

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our clients with that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisorshould have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients' financial needs. 

Responsibilities:
  • Drive new business and proactively originate new client relationships.
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering exceptional client experience. 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management. 
  • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.  
  • Develop and activate referral ecosystems with CRLs, centers of influence, and key market stakeholders.
  • Drive 360 team cohesion and invest in the development of 360 team members, including Client Service Associate and Financial Planner.
  • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.  
  • Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.  
  • Partner with internal tax advisors to provide interdisciplinary expertise to clients.  
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. 
  • Operate as a connecter across Aprio, mentoring team members and influencing go-to-market strategy while scaling relationships through the broader team.
Qualifications:
  • Bachelor's degree. 
  • CFP designation. 
  • 10+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. 
  • The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date. 
  • Ability to integrate financial strategies and investments for clients. 
  • Able to gain and maintain the respect of high-net-worth clients. 
  • Excellent knowledge of financial markets, products, and services. 
  • Ability to juggle multiple projects successfully. 
  • Exceptional attention to detail and skilled problem solver. 
  • Strong listening, communication, organizational, and interpersonal skills. 
  • Proactive, takes initiative, and uses critical thinking to solve problems. 
  • Proven capability to work in a team environment. 
  • Advanced knowledge in Excel with experience in Microsoft Office products.  
  • Knowledge of financial planning software.  
  • Entrepreneurial spirit. 
Key Performance Indicators / Measures
  • New Client Acquisition
  • Client Retention
  • Net New Revenue Growth
  • Partner Penetration
$150,000 - $250,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on September 7, 2026 and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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