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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

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 ...

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 ...

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All JobsSeries 65 Remote Jobs

Series 65 Remote information

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$11

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$45

How much do series 65 remote jobs pay per hour?

As of Jun 21, 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 job makes $10,000 a month without a degree?

High-earning roles that can reach $10,000 a month without a degree include licensed financial professionals such as those with a Series 65 license, financial advisors, and insurance agents. Success in these roles often depends on sales skills, certifications, and client relationships rather than formal education, and they may involve remote work or flexible schedules.

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 jobs can I do with a series 65?

A Series 65 license qualifies individuals to work as investment adviser representatives, financial planners, or wealth managers, providing financial advice and investment recommendations. These roles often involve client consultations, portfolio management, and compliance with regulatory standards. The license is essential for those working independently or with firms offering financial advisory services.

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.

Can you take the series 65 remotely?

The Series 65 exam can be taken remotely if administered through a secure online testing platform approved by the testing organization. Many candidates choose remote testing options for convenience, but they must meet specific technical and security requirements set by the testing provider. Once certified, financial advisors can often work remotely, depending on employer policies and state regulations.

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 can you do with a Series 65 license?

A Series 65 license qualifies individuals to act as investment adviser representatives, providing financial planning and investment advice to clients. It allows them to manage client portfolios, offer financial strategies, and operate independently or within firms, often requiring knowledge of securities, regulations, and client needs.
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 June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.
Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • Remote

Part-time

Posted 9 days ago

Job description

Salary: TBD

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.