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

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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 7, 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.

CRC Benefits - Customer Service Representative (Remote / Temporary)

CRC Group

Fort Lauderdale, FL • On-site, Remote

$15.25 - $20.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Temporary
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
This temporary role supports our team during our busiest time of year by providing excellent customer service, assisting with high client contact projects, and ensuring the accuracy and integrity of company information.
Assignment Details:
• Up to 6-month assignment depending on business needs - Full time hours
• Hours are typical 8-5 M-F Eastern Time
• Possible overtime hours required
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you're part of the team while also enjoying the convenience of working from home.
At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
Responsibilities:
  • Enter, update, and maintain customer information in company systems
  • Contact customers via phone or email
  • Respond to customer inquiries and resolve routine questions or concerns
  • Maintain accurate records of customer interactions
  • Work on projects as assigned

Required Qualifications:
  • HS Diploma or GED equivalent
  • Demonstrated professional verbal and written communication skills
  • Excellent attention to detail
  • 2+ years of customer service experience with outstanding retention skills
  • Microsoft Office skills
  • Strong data entry skills

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
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