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Series 65 Remote Jobs in Fishkill, NY (NOW HIRING)

HB Travels

Customer Experience Associate (Remote)

Danbury, CT · Remote

$14.75 - $20.50/hr

We are seeking a customer-focused and detail-oriented Customer Experience Associate to join our growing remote team. This role is ideal for individuals who enjoy helping people, building positive ...

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Fishkill, NY

Series 65 Remote information

See Fishkill, NY salary details

$11

$27

$45

How much do series 65 remote jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for series 65 remote in Fishkill, NY is $27.62, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $29.28 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 Fishkill, NY?

For Series 65 Remote jobs in Fishkill, NY, the most frequently searched job titles are:

What job categories do people searching Series 65 Remote jobs in Fishkill, NY look for?

The top searched job categories for Series 65 Remote jobs in Fishkill, NY are:

What cities near Fishkill, NY are hiring for Series 65 Remote jobs?

Cities near Fishkill, NY with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Fishkill, NY as of August 2026, with employment types broken down into 76% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $57,443 per year, or $27.6 per hour.

Customer Experience Associate (Remote)

HB Travels

Danbury, CT • Remote

$20K - $40K/yr

Part-time

Posted 11 days ago

Job description

We are seeking a customer-focused and detail-oriented Customer Experience Associate to join our growing remote team. This role is ideal for individuals who enjoy helping people, building positive relationships, and creating exceptional customer experiences.

As a Customer Experience Associate, you will assist clients with inquiries, provide ongoing support, and help ensure a seamless customer journey. This position supports customers within the travel and hospitality industry and offers the opportunity to work in a fast-paced, service-focused environment.

Responsibilities

  • Provide exceptional customer support through phone, email, and online communication platforms
  • Respond to customer inquiries in a professional and timely manner
  • Assist clients with service requests and travel-related questions
  • Maintain accurate customer records and documentation
  • Follow up with customers to ensure satisfaction and resolve concerns
  • Communicate effectively with customers and team members
  • Follow established procedures and service standards
  • Help create a positive and memorable customer experience

Qualifications

  • Strong communication and interpersonal skills
  • Excellent customer service and problem-solving abilities
  • Ability to work independently in a remote environment
  • Strong organizational and multitasking skills
  • Comfortable using computers and online communication tools
  • Detail-oriented with a positive and professional attitude
  • Previous customer service, hospitality, administrative, or travel-related experience is helpful but not required

What We Offer

  • Fully remote work opportunity
  • Flexible scheduling options
  • Training and onboarding provided
  • Supportive and collaborative team environment
  • Professional development opportunities
  • Opportunity to work within the travel and hospitality sector

Apply Today

If you enjoy helping customers, creating positive experiences, and working in a remote environment, we encourage you to apply. Qualified candidates will be contacted regarding the next steps in the hiring process.