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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

Scottsdale, AZ · 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 ...

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 ...

Osaic

Branch Office Examiner

La Vista, NE · 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 ...

Osaic

Branch Office Examiner

Saint Petersburg, FL · 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 ...

Osaic

Branch Office Examiner

La Vista, NE · 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 ...

Foster Klima

Early Career Advisor

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 ...

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Series 65 Remote information

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How much do series 65 remote jobs pay per hour?

As of Jul 15, 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.

Is series 65 difficult to pass?

The Series 65 exam can be challenging as it covers a wide range of topics related to investment advisory services and regulations. Success typically requires thorough study, understanding of financial concepts, and familiarity with exam formats, often taking several weeks of preparation. Many candidates find practice exams and review courses helpful in passing on their first attempt.

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.

How much do series 65 holders make?

Series 65 holders typically earn between $50,000 and $100,000 annually, depending on experience, location, and the firm they work for. Many financial advisors with this certification also earn commissions or bonuses based on client assets and sales performance.

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.

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.

How to make $1000 a week remotely?

A Series 65 licensed professional can earn $1000 or more weekly by providing financial advisory services, managing client portfolios, and charging fees or commissions. Building a client base, gaining experience, and utilizing digital communication tools are essential for reaching this income level remotely.

What jobs can you get with the series 65?

The Series 65 license qualifies individuals for roles such as investment advisor representative, financial planner, or investment advisor. These positions involve providing financial advice, managing client portfolios, and complying with regulatory standards, often requiring strong knowledge of securities and investment strategies.

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.
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Series 65 Remote jobs near you
FINANCIAL ADVISOR REMOTE OR HYBRID

FINANCIAL ADVISOR REMOTE OR HYBRID

Avior Executive Search

Princeton, NJ • On-site, Remote

Full-time

Retirement

Re-posted 15 days ago

Job description

Senior Financial Advisor-RETAINED SEARCH

REMOTE or HYBRID or ON-SITE are all welcome!

Avior Executive Search has been retained by a dynamic RIA based in the prestigious Carnegie Center of Princeton. Our client has over 30 years of wealth management expertise and looking for a Sr. Financial Advisor to become part of the team. The ideal candidate will be looking for a career changing position to be a business owner VS an employee. The right individual will be entrepreneurial and have a strong understanding of financial markets with an established and portable portfolio of clients of a minimum of a T-12 of 300K. Along with the ability to build relationships with clients and provide them with sound financial advice.

The primary responsibilities of this role include:

  • Providing financial advice to clients on a variety of topics, including retirement planning, 401K, investment management, and estate planning
  • Developing and implementing financial plans for clients
  • Managing client portfolios and providing ongoing investment advice
  • Building and maintaining relationships with clients

To be successful in this role, you will need to have:

  • Fee based business with a minimum T-12 of 400K and above.
  • Series 65 required, Life & health is preferred.
  • At least 5 years of experience in the financial services industry
  • Strong communication and interpersonal skills
  • The ability to work independently and as part of a team.

We offer a competitive salary and benefits package, including a generous commission structure & vesting plan. Our client offers a truly great work environment with a team of talented and dedicated professionals.

Please contact Alan Goldstein for more information