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

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) CPA FINRA Series 7, 63, and 65 licenses J.D LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate ...

Osaic

Vice President, Advisory Consulting

Atlanta, GA · On-site +1

$140K - $175K/yr

... remote applicants for this position. Role Type: Full-time: 30-65% Travel May Be Required Salary ... Series 7 required Ability to travel up to 75% of the time 5+ years in a similar role with 10+ years ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

Atlanta, GA (hybrid) or Jacksonville, FL (Remote) Who We Are: At Mutual of America Financial Group ... Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment

Ketch

Director of RevOps

Atlanta, GA · Remote

We're a 65-person, Series B company backed by top-tier investors, and we're looking for people who ... Remote-friendly with flexible scheduling built around core collaboration hours * Commuter benefits ...

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Ketch

Director of RevOps

Atlanta, GA · Remote

We're a 65-person, Series B company backed by top-tier investors, and we're looking for people who ... Remote-friendly with flexible scheduling built around core collaboration hours * Commuter benefits ...

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

Series 65 Remote information

See Decatur, GA salary details

$11

$27

$44

How much do series 65 remote jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for series 65 remote in Decatur, GA is $27.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $28.65 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, GA?

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

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

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

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

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

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Decatur, GA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $56,221 per year, or $27 per hour.

Registered Representative - State Farm Agent Team Member

Mitchell Smith - State Farm Agent

Alpharetta, GA • Remote

$100K - $200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Profit sharing
  • Training & development
  • Vision insurance

**This role requires you to have your securities license - if you want to apply for a traditional insurance sales role within our organization, please apply for the remote Account Manager role or the in-person Business Development role.
ROLE DESCRIPTION:

As a with , you'll lead our investment planning team and serve as the trusted advisor our customers turn to for the decisions that shape their financial future. This is a relationship-driven, consultative role: you'll meet with individuals and families, understand where they want to go, and build the strategy that get them there.
You bring deep product knowledge and the licensing to back it up, but what sets you apart is your ability to translate complexity into clarity—helping customers feel confident, informed, and cared for at every step. As the leader of this department, you'll set the standard for how financial planning is done at our agency and have a direct hand in growing it.
WHAT WE BRING:

  • Roughly 10,000 existing State Farm households to farm for investment and protection opportunities—warm relationships, not cold leads.
  • A dedicated telemarketer who sets qualified appointments directly on your calendar, so you spend your time advising, not prospecting.
  • Comprehensive training on products, systems, and processes to set you up for success from day one.
  • Dedicated wholesalers on call to support you with product questions and case design.
WHAT YOU'LL DO:

  • Meet with customers to conduct thorough financial needs analyses and design strategies built around their goals.
  • Recommend and place investment products, variable products, life insurance, disability coverage, and related solutions.
  • Manage customer relationships and provide proactive, ongoing guidance as their needs evolve.
  • Build and lead the investment planning function—setting process, standards, and growth direction.
  • Stay ahead of market trends, product changes, and regulatory developments.
  • Deliver presentations that build trust and generate opportunity.
  • Maintain meticulous records and ensure full compliance with all industry regulations.
WHAT YOU BRING:

  • Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus applicable state life, health, and variable products license.
  • Proven experience advising clients on investment and insurance products - this is not an entry-level role.
  • Drive to exceed the goals set for you and build a substantial book of business quickly - intrinsically motivated
  • A consultative, goals-first approach and a track record of building strong referral bases. 
  • Strong analytical skills and genuine fluency with financial products and markets.
  • Excellent communication skills and the ability to make complex topics simple.
  • High ethical standards, professionalism, and a commitment to acting in the customer's best interest.

This is a remote position.