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Series 65 Remote Jobs (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 ...

Osaic

Branch Office Examiner

Oakdale, MN · On-site +1

$65K - $75K/yr

FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most ...

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Series 65 Remote information

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How much do series 65 remote jobs pay per hour?

As of May 31, 2026, the average hourly pay for series 65 remote in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Series 65 Remote Investment Adviser, and why are they important?

To excel as a Series 65 Remote Investment Adviser, you need a deep understanding of investment principles, financial planning, and must hold the Series 65 license. Familiarity with portfolio management software, CRM systems, and financial analysis tools is typically required. Outstanding communication, self-motivation, and the ability to build trust remotely are crucial soft skills. These abilities ensure effective client relationships, regulatory compliance, and successful delivery of investment advice in a remote work environment.

What are some common challenges faced by Series 65-licensed professionals working remotely, and how can they be addressed?

Series 65-licensed professionals working remotely often face challenges such as staying up-to-date with regulatory changes, managing client relationships virtually, and maintaining effective communication with their teams. To address these, it's important to leverage secure digital platforms for client interactions, participate in regular virtual meetings with colleagues, and set aside time for ongoing professional development. Building a structured daily routine and utilizing compliance tools can also help ensure all regulatory requirements are met while working independently.

What is a Series 65 remote job?

A Series 65 remote job refers to a position for an investment adviser representative who holds the Series 65 license and works remotely, rather than in a traditional office setting. The Series 65 license, issued by FINRA, qualifies individuals to provide investment advice and manage client portfolios. Remote Series 65 jobs typically involve advising clients, managing investments, and complying with regulatory requirements, all from a home office or other remote location. These roles are ideal for those who prefer flexible work arrangements while leveraging their financial expertise.

What is the difference between Series 65 Remote vs Series 66 Remote?

AspectSeries 65 RemoteSeries 66 Remote
Required CredentialsSeries 65 licenseSeries 66 license (often combined with Series 7)
Work EnvironmentRemote financial advisor or investment advisor representativeRemote financial advisor or investment advisor representative
Industry UsageUsed by investment advisors and RIAsUsed by investment advisors, RIAs, and broker-dealers

The Series 65 Remote license qualifies individuals as investment advisor representatives, focusing on advising clients and managing portfolios. The Series 66 Remote license combines the Series 65 and Series 63, allowing individuals to act as both investment advisor representatives and securities agents. While both licenses enable remote work in the financial industry, the Series 66 is often preferred for those who want broader authority and flexibility in client interactions.

More about Series 65 Remote jobs
What cities are hiring for Series 65 Remote jobs? Cities with the most Series 65 Remote job openings:
What are the most commonly searched types of Series 65 jobs? The most popular types of Series 65 jobs are:
What states have the most Series 65 Remote jobs? States with the most job openings for Series 65 Remote jobs include:
What job categories do people searching Series 65 Remote jobs look for? The top searched job categories for Series 65 Remote jobs are:
Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 74% Full Time, 16% Part Time, and 9% Contract. Highlights an 91% Physical, and 9% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.
Financial Advisor

Financial Advisor

Spence, Cassidy & Associates, LLC

Yuma, AZ • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Job description


Location: Scottsdale, AZ Headquarters. Remote (Anywhere in the U.S.)

Compensation: Production based pay - AUM plus commission

Benefits:

  • 401(k) plan with 6% match (Roth or traditional options available)
  • Nationally recognized compensation program
  • Comprehensive medical, dental, and vision insurance
  • One of the best benefit packages in the industry
  • Access to industry-leading tools and resources
  • Opportunities for professional development and continuing education
  • Collaborative and supportive team environment

Job Summary:
Spence, Cassidy & Associates, LLC is seeking licensed and client-focused Financial Advisors to join our growing team. This remote role requires an active Life, Accident, and Health Insurance license, with Series 6, 7, or 65 licenses preferred. You will provide personalized financial, business, estate, investment, and retirement planning through offering a range of investment, insurance, and financial products. This position supports your success with exceptional resources, a competitive benefits package, and the flexibility to work from anywhere in the U.S.

Responsibilities:

  • Implement investment, insurance, and financial products
  • Build and maintain a portfolio of clients by fostering long-term relationships
  • Identify and develop new business opportunities through prospecting, networking, and referrals
  • Maintain a strong pipeline of leads and consistently achieve sales goals
  • Stay current on industry trends, regulatory updates, and company product offerings

Qualifications:

  • Required: Active Life, Accident, and Health Insurance license
  • Preferred: Series 6, 7, or 65
  • Minimum 6 months of experience in financial services, insurance sales, or related fields
  • Excellent communication and relationship-building skills
  • Strong organizational and time-management abilities, especially in a remote setting
  • Proficiency with CRM tools, virtual meeting platforms, and financial planning software
  • Self-motivated and results-driven

Ready to take full control of your earning potential and build the career you’ve always wanted?
If you’re a licensed advisor who thrives on helping clients succeed and wants the freedom to work from anywhere with unmatched support behind you—we want to talk to you.

Alternate Titles:

  • Financial Planner
  • Investment Advisor
  • Wealth Management Advisor
  • Insurance and Financial Services Advisor
  • Retirement Planning Consultant
  • Financial Services Representative

Keywords:
Financial Advisor, Financial Planner, Wealth Advisor, Investment Advisor, Insurance Sales, AUM, Commission based, Series 6, Series 7, Series 65, CRM, Remote Financial Advisor, Retirement Planning, Estate Planning, Client Acquisition, Financial Services, Insurance Licensing, Life and Health License, Financial Consultant, Wealth Management, Lead Generation.

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.