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Remote Series 99 Jobs in Springfield, MA (NOW HIRING)

Crum & Forster

Customer Service Representative

Glastonbury, CT · Remote

$16 - $21.75/hr

We are pleased to offer 100% remote working schedules within the US. The Customer Service department is open from 7:45AM - 7:15PM EST. Shift times include 7:45am -4:15pm, 9:00am-5:30pm, and 10:45am-7 ...

Crum & Forster

Customer Service Representative

Glastonbury, CT · On-site +1

$16 - $21.75/hr

We are pleased to offer 100% remote working schedules within the US. The Customer Service department is open from 7:45AM - 7:15PM EST. Shift times include 7:45am -4:15pm, 9:00am-5:30pm, and 10:45am-7 ...

Crum & Forster

Customer Service Representative

Glastonbury, CT · Remote

$16 - $21.75/hr

We are pleased to offer 100% remote working schedules within the US. The Customer Service department is open from 7:45AM - 7:15PM EST. Shift times include 7:45am -4:15pm, 9:00am-5:30pm, and 10:45am-7 ...

All JobsSeries 99 JobsRemote Series 99 JobsRemote Series 99 Jobs in Springfield, MA

Remote Series 99 information

See Springfield, MA salary details

$15

$27

$37

How much do remote series 99 jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for remote series 99 in Springfield, MA is $27.58, according to ZipRecruiter salary data. Most workers in this role earn between $21.54 and $33.08 per hour, depending on experience, location, and employer.

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 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 are popular job titles related to Remote Series 99 jobs in Springfield, MA? For Remote Series 99 jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Remote Series 99 jobs in Springfield, MA look for? The top searched job categories for Remote Series 99 jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Remote Series 99 jobs? Cities near Springfield, MA with the most Remote Series 99 job openings:
Remote Series 99 jobs near you
Financial Advisor-in-Training - Remote

Financial Advisor-in-Training - Remote

AdviceOne

Glastonbury, CT • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Salary: 60000

Your Work Ethic Isnt Average. Your Career Shouldnt Be Either.
Youvebeen thepersonothers rely on-the one picking up onwhat other people need, handling challenges calmly, and helping people feel supported in the moment. You're driven. And somewhere in the back of your mind, you'vewondered ifthere'sa fulfilling career surrounded by a team of people that canactuallykeep up with you.

There is. And it's not what you'd expect.


The opportunity no one else is offering.
AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success. Our clients are leaders across the aerospace industry, including literal rocket scientists, who expect precision and excellence. They rely on us as they make some of the most consequential financial decisions of their lives.

If youre energized by helping people and want a fast track to becoming a trusted advisor, youve come to the right place.

Training & Development Program
Our two-year advisor development program is one of the most intentional, structured launches in the industry built to grow exceptional people into elite advisors without the cold calls and the burnout.
Here's what your first two years look like:

  • Own real client relationships early with mentorship, structure, and a team behind you.
  • Lead financial planning conversations that shape how successful families approach retirement, security, and legacy.
  • We don't ease you in. By week two, you're sitting in real client meetings because we believe the fastest way to build your acumen and your confidence is to build them together, in the room, in real time.

Upon completing the program, youll step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience! The exposure here is unlike anything else in the industry.


Who You Are
We've found that people who come from hospitality, retail, restaurants, or client-facing roles bring something most finance programs can't teach: the ability to provide exceptional customer service, think quickly, and deliver under pressure. Some of our most successful advisors have degrees in communications, English, and psychology. The common thread isn't background it's exceptional people skills and the hunger to grow.
What you bring:

  • Off-the-charts people skills you don't just understand people, you connect with them.
  • Strong verbal communication and a knack for relationship building that make you someone others instinctively trust.
  • Problem-solving skills that make complex issues easy to solve.
  • Resilient, driven, and growth-minded you rise to challenges, learn quickly, and keep pushing forward.
  • Adaptable and collaborative you possess a natural ability to thrive in team-oriented environments.
  • A bachelor's degree (or graduation within six months) - field of study doesn't matter.

Finance experience? Not required. The instincts to connect with people and the drive to do hard things? Non-negotiable. We are not analyzing markets or picking investments. We are helping our clients with real, life-changing decisions.


A Work Model That Respects Your Life
We built our schedule around our clients - and we are protecting yours at the same time.

  • Remote position - work from a dedicated home office with a secure, private connection (no public WiFi)
  • We are also seeking candidates open to relocating to Connecticut in the future
  • Optional on-site training in CT during year one to accelerate your development
  • Two evenings of work per week (MondayWednesday), so you're present when your clients actually are
  • 40-hour work week we believe a criteria for success is balance
  • Four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness

We work hard. We go home.


Included With This Opportunity

  • Competitive base salary with significant opportunity for growth (think doubling by your 3-year mark)
  • Quarterly performance bonus potential
  • Earn your Series 65 and pursue your CFP designation, paid for by us
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with 3% employer contribution
  • 16 paid holidays - including the entire week between Christmas and New Year's
  • Generous PTO
  • Short- and long-term disability coverage

About AdviceOne
AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence.


If this is you, dont wait.
Training and development opportunities like this are rare. Apply now and start right after graduation or jump in immediately.


No phone calls, please.