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Series 65 Remote Jobs in Decatur, AL (NOW HIRING)

Getaway

Customer Representative

Huntsville, AL · 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

Huntsville, AL · 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.

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Decatur, AL

Series 65 Remote information

See Decatur, AL salary details

$10

$25

$42

How much do series 65 remote jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for series 65 remote in Decatur, AL is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $27.50 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 Decatur, AL?

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

What job categories do people searching Series 65 Remote jobs in Decatur, AL look for?

The top searched job categories for Series 65 Remote jobs in Decatur, AL are:

What cities near Decatur, AL are hiring for Series 65 Remote jobs?

Cities near Decatur, AL with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Decatur, AL as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $53,982 per year, or $26 per hour.

Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 175-300K+

Huntsville, AL • Remote

United Placement Group
See more jobs at United Placement Groupexternal

$150K - $300K/yr

Full-time

Medical, Life, Retirement

Posted 4 days ago

Job description

Estate & Retirement Financial Advisor

Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing - not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field - at their home or another pre-set location - as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.

What You Get

  • Pre-set, qualified appointments - targeting 10-12 per week, no cold calling
  • No marketing costs - we handle lead generation
  • Full back-office support - a dedicated Case Manager handles case design, applications, and follow-up
  • Streamlined process - minimal paperwork headaches
  • Access to top carriers - annuity, insurance, and retirement income solutions
  • Room to grow - potential for additional sales opportunities for advisors who want to expand their book of business

Income Potential

  • Commission-based - not a guaranteed salary
  • Typical earnings: $150K-$300K
  • Top producers: $300K+
  • Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce

What You'll Do

  • Meet with pre-qualified prospects in the field - many already clients of our Estate Planning services - interested in retirement and estate planning
  • Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
  • Close business and maintain client relationships
  • Work alongside a dedicated Case Manager and Appointment Setter

Requirements

  • Active Health & Life license (required)
  • Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
  • Familiarity with Roth conversions and retirement income planning
  • Proven sales experience with a consultative, needs-based approach
  • Clean U4 (if currently registered)
  • Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed

If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production - not prospecting - apply now.

This is a 1099 independent contractor position.

Apply