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Series 65 Remote Jobs in Indiana (NOW HIRING)

Centra

Financial Advisor

Columbus, IN · On-site +1

Series 66 Securities License * Long Term Care Certification * Life and Health Insurance License Centra is an Equal Opportunity Employer

New

Getaway

Customer Representative

Indianapolis, IN · Remote

$30K - $49K/yr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

Getaway

Customer Representative

Bloomington, IN · Remote

$30K - $50K/yr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

Getaway

Customer Representative

Indianapolis, IN · Remote

$30K - $50K/yr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

Getaway

Customer Representative

Bloomington, IN · Remote

$30K - $50K/yr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

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Showing results 21-40

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Indiana

Series 65 Remote information

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 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 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 jobs can you do with Series 65?

A Series 65 license qualifies individuals to work as investment adviser representatives, financial planners, or wealth managers. These roles involve providing financial advice, managing client portfolios, and offering investment strategies, often requiring strong knowledge of securities, regulations, and client needs. The license allows professionals to operate independently or within financial firms, typically in a client-facing, advisory environment.

What are the most commonly searched types of Series 65 jobs in Indiana?

The most popular types of Series 65 jobs in Indiana are:

What are popular job titles related to Series 65 Remote jobs in Indiana?

For Series 65 Remote jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Series 65 Remote jobs in Indiana look for?

The top searched job categories for Series 65 Remote jobs in Indiana are:

What cities in Indiana are hiring for Series 65 Remote jobs?

Cities in Indiana with the most Series 65 Remote job openings:

Series 65 Remote jobs near you

Remote- Customer Experience Service

Nexora Talent

Indianapolis, IN • Remote

$15.25 - $20.75/hr

Part-time

Re-posted 15 days ago

Job description

Customer Experience Service (Remote)

We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and positive experience from initial inquiry through completion.

You will work with clients who are organizing personal plans and scheduled experiences, helping them stay informed, prepared, and confident every step of the way. This position requires strong communication skills, organization, and a commitment to delivering high-quality service.

Key Responsibilities
• Respond to customer inquiries via email, phone, and messaging platforms.
• Assist clients with updates, scheduling adjustments, and general service questions.
• Provide accurate information regarding processes, timelines, and requirements.
• Coordinate and confirm service details and client arrangements.
• Maintain organized records and documentation of client interactions.
• Resolve concerns professionally, ensuring timely and effective solutions.

Benefits
• Remote position with flexible scheduling options.
• Structured onboarding and training provided.
• Supportive team environment with ongoing guidance.
• Opportunities for growth based on performance.

Qualifications
• Strong written and verbal communication skills.
• Customer service experience preferred but not required.
• High level of organization and attention to detail.
• Ability to multitask and manage time effectively.
• Comfortable using online tools and communication platforms.
• Interest in coordination, planning, or client support services.

Apply