ZipRecruiter

Log In

2

Series 65 Remote Jobs in Boca Raton, FL (NOW HIRING)

next page

Showing results 1-20

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Boca Raton, FL

Series 65 Remote information

See Boca Raton, FL salary details

$10

$26

$43

How much do series 65 remote jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for series 65 remote in Boca Raton, FL is $26.27, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.84 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 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.

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 are popular job titles related to Series 65 Remote jobs in Boca Raton, FL? For Series 65 Remote jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Boca Raton, FL look for? The top searched job categories for Series 65 Remote jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Series 65 Remote jobs? Cities near Boca Raton, FL with the most Series 65 Remote job openings:
Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Boca Raton, FL as of August 2026, with employment types broken down into 76% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $54,645 per year, or $26.3 per hour.

Investor Relations Associate

Industry FInTech

Hallandale, FL • On-site, Remote

Full-time

Re-posted 22 days ago

Job description

We’re Hiring: Investor Relations Associate
Remote (United States) | Full-Time | Fully Remote

 About Us

InvestorOps is the investor relations and capital raising division of AxisKey (formerly Industry FinTech), dedicated exclusively to helping private market companies grow their investor base and successfully raise capital. 

Through InvestorOps, we recruit, train, and support investor relations professionals who become an extension of our clients' teams, helping manage investor pipelines, build meaningful investor relationships, and execute capital raising strategies. 

Headquartered in Miami with a growing global team, we support leading private equity firms, real estate sponsors, venture capital funds, startups, and other private market companies across the United States.

We're looking for ambitious professionals who enjoy relationship building, thrive in fast-paced environments, and want to build a long-term career in investor relations and private capital markets. 

The Role

We're hiring an Investor Relations Associate to work directly with one of our U.S.-based clients as part of our InvestorOps team.

In this role, you'll become an extension of your client's team, helping them grow their investor network, manage investor communications, nurture prospective investors, and support capital raising efforts from initial outreach through investor onboarding.

Whether you already have experience in investor relations or are looking to build a career in private capital, you'll receive ongoing training, coaching, and support from our InvestorOps leadership team while working alongside experienced professionals in the industry.

What You’ll Do

  • Build and maintain relationships with prospective and existing investors through phone calls, email, and virtual meetings.
  • Manage investor pipelines and ensure timely follow-up throughout the investor lifecycle.
  • Represent clients professionally while communicating investment opportunities and company updates.
  • Support capital raising initiatives by engaging qualified prospective investors and scheduling meetings.
  • Utilize our proprietary investor management platform to track activity, manage communications, and maintain accurate records.
  • Coordinate investor onboarding and assist with documentation throughout the investment process.
  • Collaborate closely with your assigned client and the InvestorOps leadership team to execute fundraising strategies.
  • Meet individual performance goals and KPIs related to investor engagement, pipeline management, and capital raising activity.
  • Continuously develop your knowledge of private capital markets, fundraising strategies, and investor communications.

 What We’re Looking For

Must-Haves

  • Excellent communication and relationship-building skills.
  • Strong organizational skills with the ability to manage multiple investor conversations simultaneously.
  • Self-motivated and comfortable working independently in a fully remote environment.
  • Professional, confident, and consultative communication style.
  • Highly accountable with strong attention to detail.
  • Comfortable speaking with executives, investors, and business owners.
  • Strong curiosity and willingness to continuously learn about private capital markets.
  • Experience meeting performance goals, KPIs, sales targets, or relationship management metrics.
  • Positive attitude, resilience, and ability to thrive in a fast-paced environment.

Bonus Points For

  • Previous experience in investor relations, capital raising, private equity, venture capital, commercial real estate, finance, wealth management, financial services, fundraising, or business development.
  • Experience working with accredited investors or high-net-worth individuals.
  • FINRA licenses (Series 7, Series 63, Series 65, Series 66, or similar), where applicable.
  • Experience supporting Regulation D offerings, private placements, or alternative investments.
  • Capital raising certifications or other professional fundraising credentials.
  • CRM experience (Salesforce, HubSpot, Pipedrive, or similar).
  • Entrepreneurial or startup experience.

 What You'll Get

  • Competitive base monthly salary. 
  • Fully remote work with U.S.-based clients.
  • Ongoing training and mentorship in investor relations and private capital markets.
  • Career growth opportunities.
  • Collaborative international team environment. 
  • Wellness Days
  • Paid U.S. holidays

Ready to Join the IFT Team?

We’d love to hear from you! You can apply through one of these ways:

  • Send your resume in English to gabriela@axiskey.com with the subject: “Investor Relations – [Your Name]”
  • Apply through our hiring platform: Trakstar
  • Or apply directly via LinkedIn
Employment Type: FULL_TIME

Apply