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Remote Series 99 Jobs in Riverside, CA (NOW HIRING)

Financial Consultant (Remote)

Irvine, CA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals ...

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are ... Active Series 65/66 or equivalent advisory license * 3+ years of client-facing financial planning ...

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Remote Series 99 information

See Riverside, CA salary details

$16

$28

$39

How much do remote series 99 jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for remote series 99 in Riverside, CA is $28.87, according to ZipRecruiter salary data. Most workers in this role earn between $22.55 and $34.62 per hour, depending on experience, location, and employer.

How much do you get paid in the Series 99?

The Series 99 is a certification for operations professionals in financial firms, not a job role with a salary. However, individuals with a Series 99 certification working in operations or compliance roles typically earn between $50,000 and $80,000 annually, depending on experience and location. Compensation can vary based on the employer and specific responsibilities.

What is a Remote Series 99 professional?

A Remote Series 99 professional is an individual who has passed the FINRA Series 99 exam and is qualified to perform the functions of an Operations Professional for a broker-dealer, but works remotely rather than in a traditional office setting. The Series 99 license allows professionals to handle a variety of back-office operations, such as trade settlement, asset transfers, and recordkeeping. Working remotely, these professionals use secure technology to manage tasks, communicate with team members, and ensure compliance with industry regulations. This role is essential for maintaining the smooth operation of financial firms, especially as remote work becomes more prevalent.

What is the difference between Remote Series 99 vs Remote Data Analyst?

AspectRemote Series 99Remote Data Analyst
Required CredentialsBachelor's in IT, Computer Science, or related fieldBachelor's in Data Science, Statistics, or related field
Work EnvironmentRemote, often in tech or software companiesRemote, in finance, healthcare, or tech sectors
Employer & Industry UsageTech firms, software companies, startupsBusiness, finance, healthcare organizations
Common Search & ComparisonYesYes

Remote Series 99 and Remote Data Analyst roles share similarities in requiring analytical skills and remote work setups. However, Remote Series 99 typically focuses on IT or software development, while Remote Data Analysts concentrate on data interpretation and reporting. Both roles are prevalent in tech-driven industries and require relevant degrees, but their core responsibilities differ, making them distinct career paths within remote work opportunities.

What are the key skills and qualifications needed to thrive as a Remote Series 99 Operations Professional, and why are they important?

To excel as a Remote Series 99 Operations Professional, you need a solid understanding of broker-dealer operations, compliance principles, and must hold the FINRA Series 99 license. Familiarity with financial software systems, regulatory reporting tools, and secure communication platforms is typically required. Attention to detail, problem-solving ability, and strong organizational skills are crucial soft skills for managing complex processes remotely. These competencies ensure accurate, compliant operations and effective teamwork in a regulated financial environment.

What can I do with series 99?

A Series 99 license allows individuals to work as a Securities and Exchange Commission (SEC) registered back-office operations professional, such as a securities operations representative or compliance officer. It qualifies you for roles involving recordkeeping, trade processing, and regulatory compliance within financial firms. The exam covers topics like securities industry regulations, operational procedures, and industry best practices.

How to make $1000 a week remote?

Remote Series 99 roles often involve specialized skills such as data analysis, customer support, or project management. To earn $1000 weekly, professionals typically need to work multiple high-paying shifts, develop in-demand skills, and maintain consistent performance, often requiring certifications or experience in the field.

How to make $10,000 a month without a degree?

Remote Series 99 roles often involve specialized skills such as coding, digital marketing, or project management, which can be developed through online courses and certifications. To earn $10,000 a month, individuals typically need to build expertise, gain experience, and leverage high-demand skills in freelance or contract work, sales, or consulting environments that reward performance and results.

What are some common challenges faced by remote Series 99 Operations Professionals, and how can they be addressed?

Remote Series 99 Operations Professionals often encounter challenges such as maintaining effective communication with on-site teams and ensuring compliance with complex financial regulations from a distance. Overcoming these obstacles typically involves leveraging secure digital platforms for collaboration, maintaining regular check-ins with colleagues, and staying up-to-date on regulatory changes through continuous education. Building strong organizational habits and proactively seeking clarification on ambiguous processes can also help remote professionals excel in this role.
What job categories do people searching Remote Series 99 jobs in Riverside, CA look for? The top searched job categories for Remote Series 99 jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Remote Series 99 jobs? Cities near Riverside, CA with the most Remote Series 99 job openings:
Infographic showing various Remote Series 99 job openings in Riverside, CA as of June 2026, with employment types broken down into 81% Full Time, 15% Part Time, 2% Temporary, and 2% Contract. Highlights an 22% In-person, and 78% Remote job distribution, with an average salary of $60,053 per year, or $28.9 per hour.

Financial Consultant (Remote)

Synergy Financial

Irvine, CA • Remote

$75K - $100K/yr

Full-time

Life, Retirement

Posted 6 days ago


Job description

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime
This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.
Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:



  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity
At Synergy Financial, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation
This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!


Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract


Industry
  • Business Consulting and Services
Employment Type
Contract


TAGS:
Remote Sales Jobs, Financial Services, Insurance Broker, Insurance Agent, Leadership Experience, Commission-Based, High Ticket Sales, Work From Home, 1099, Sales, Business Development, Customer Service, Account Management, Data Analytics, Financial Consulting, 401k Rollover, Retirement Specialist, Life Insurance,