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Series 65 Remote Jobs in Appleton, WI (NOW HIRING)

LeafHome

Remote Customer Care

Kaukauna, WI · On-site +1

$16/hr

About Leaf Home At Leaf Home, we are powered by people on a single mission to make homeownership easy. We've crafted a team of the very best to ensure we make a difference by winning every day. In ...

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Appleton, WI

Series 65 Remote information

See Appleton, WI salary details

$11

$27

$44

How much do series 65 remote jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for series 65 remote in Appleton, WI is $27.01, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $28.61 per hour, depending on experience, location, and employer.

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 popular job titles related to Series 65 Remote jobs in Appleton, WI?

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

What job categories do people searching Series 65 Remote jobs in Appleton, WI look for?

The top searched job categories for Series 65 Remote jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Series 65 Remote jobs?

Cities near Appleton, WI with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Appleton, WI as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $56,186 per year, or $27 per hour.

Remote Customer Service Representative

Green Bay, WI • Remote

Next Stops Travel
See more jobs at Next Stops Travelexternal

$15.50 - $21.25/hr

Full-time

Posted 14 days ago

Job description

Company Overview:
Next Stop Travel is a fully remote organization that specializes in coordinating customized planning and support services for a diverse range of clients. Our team is dedicated to delivering reliable, detail-oriented, and responsive service through efficient systems and clear communication.

Position Summary:
We are looking for a dependable and detail-oriented Customer Service Representative to assist with client support and coordination tasks. This role involves handling client requests, organizing service arrangements, and ensuring a smooth planning process from start to finish. 

Primary Responsibilities:

  • Act as the main point of contact for client inquiries via phone, email, and online platforms
  • Assess client needs and recommend appropriate service options
  • Organize schedules and develop structured service plans
  • Manage and confirm reservations with third-party providers
  • Provide timely follow-up and maintain clear communication throughout the process
  • Keep accurate and up-to-date records in internal systems
  • Assist with workflow improvements and collaborate with team members

Qualifications:

  • Previous experience in customer service, administrative support, or coordination is preferred
  • Strong communication and organizational abilities
  • Ability to work independently and manage multiple priorities
  • Comfortable using online tools and digital platforms
  • Detail-oriented with a focus on accuracy and consistency

Work Structure & Compensation:

  • Remote position with flexible scheduling
  • Performance-based compensation tied to completed client arrangements
  • Ongoing training and access to support resources

Additional Information:
This role is well-suited for individuals who are organized, self-motivated, and comfortable working in a structured remote environment. Selected candidates will complete onboarding and training to ensure a smooth transition into the position.

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