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

Alorica

Remote Customer Solutions Representative

Plantation, FL · On-site +1

$15.25 - $20.75/hr

Remote Customer Solutions Representative Location : "Work at Home Employment Type: Full-time Supporting: Telecom Sales and Service About Us We're the largest minority-owned CX provider, delivering ...

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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.

REMOTE Legal Customer Service Representative - Retainer Specialist

Advocacy Solutions

Plantation, FL • On-site, Remote

$18/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Fully remote, work from home position. Equipment is provided. $18 hourly AND uncapped monthly bonus potential after 60 days if metrics/goals are met and in good standing.
Job Summary:
Do you want a fulfilling career helping individuals seeking social security disability benefits and/or veterans disability benefits? Our Retainer Specialist guides potential clients through the representation forms process, ensuring we can easily proceed with their claims. Their goal is to obtain signatures so that we can represent the client. The monthly bonus for this role is strongly reliant on this goal. The work hours are Monday - Friday from 9:00 am to 6:00 pm, with one hour for lunch. This is a remote work from home position.
Our benefits package includes health, dental, and vision insurance, company paid life insurance and disability insurance, a 401(k) plan with an employer match, paid time off after 90 days of employment, and ten company paid holidays.
Base pay is $18 an hour with eligibility for a monthly bonus that has the potential to increase your income. You must complete 2 full months of employment to be eligible for the incentive.
Essential Functions:
  • Answer calls on auto dialer from potential clients.
  • Patiently explain the documents to the clients.
  • Walk the clients through the process of how to electronically sign documents via text and email.
  • Document the calls accordingly so that our phone system can dial the next call.
  • Performs other related duties as assigned.

Required Skills/Abilities:
  • Must have a persuasive phone presence and have the ability to persuade the client to complete the representation forms.
  • Must be tech savvy and must be able to explain to a non-tech savvy client how to electronically sign documents by text and email.
  • Must have a friendly, professional telephone voice.
  • Must be patient with clients.
  • Must be a problem solver.
  • Must be an independent worker.
  • Must be able to handle a high call volume with back-to-back calls; hundreds of calls per day.
  • Ability to function well in a high-paced and at times stressful environment.
  • Proficiency with Microsoft Office Suite and general computer proficiency.
  • Reliable and dependable attendance is essential.
  • Must be able to work Monday through Friday from 9:00 am to 6:00 pm EST.
  • Bilingual is preferred.

Education and Experience:
  • High school diploma or equivalent.
  • At least two years of high volume sales and/or call center experience required.
  • Auto dialer experience is required.

Physical Requirements:
  • Prolonged periods of sitting at a desk, talking on a telephone and working on a computer.

Remote Work from Home Requirements:
  • Must have a desk, chair and basic essentials to work from home.
  • Must have a quiet work area without noise or distractions.
  • Must have personal high speed internet service (Wi-Fi is not acceptable). Our minimum internet speed requirement is 100 download & 20 upload speed.
  • Must be logged onto your work computer and able to answer calls during your normal work hours.
  • Remote workers must be based in the United States and must reside in one of the following states: FL, GA, IL, IN, MA, NC, NJ, NV, NY, PA, SC, TX or WV.

Apply