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Series 65 Remote Jobs in Racine, WI (NOW HIRING)

DRUM Associates

Be Seen First

Customer Service Representative

Milwaukee, WI · Remote

$24/hr

Remote - but must be location in Wisconsin or Minnesota * Collaborative and team-oriented environment * Opportunity to make a meaningful impact by helping patients receive critical medical equipment ...

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Racine, WI

Series 65 Remote information

See Racine, WI salary details

$10

$25

$42

How much do series 65 remote jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for series 65 remote in Racine, WI is $25.96, 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 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 Racine, WI? For Series 65 Remote jobs in Racine, WI, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Racine, WI look for? The top searched job categories for Series 65 Remote jobs in Racine, WI are:
What cities near Racine, WI are hiring for Series 65 Remote jobs? Cities near Racine, WI with the most Series 65 Remote job openings:
Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Racine, WI 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 $53,995 per year, or $26 per hour.

Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)

Northwestern Mutual Life Insurance Company

Milwaukee, WI • On-site, Remote

$32.66/hr

Full-time

Re-posted 6 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 301 rated insurance

Job description

Role Summary
This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-quality client service through accurate transaction processing, issue resolution, and clear communication across a range of investment-related inquiries. Associates in this role handle phone-based and transactional work, navigate multiple systems, and follow established processes while applying sound judgment to resolve more complex scenarios. The focus is on operational excellence, risk awareness, and providing a consistent, professional client experience.
Primary Duties and Responsibilities
  • Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment.
  • Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work.
  • Researches and evaluates potential solutions to complex problems, which may require identifying root causes and navigating deviations from standard procedures.
  • Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.
  • Effectively de-escalates challenging client situations while guiding clients through complex or unique inquiries.
  • Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.
  • Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies.
  • Understands how systems connect to processes and outcomes.
  • Drives change and supports continuous improvement by helping develop processes and provisions to accommodate evolving business needs.
  • Fosters professional relationships with clients to enhance brand loyalty.
  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
  • Adapts work priorities to meet changing business and customer demands.
Qualifications
  • Associate degree in business or a related field, or an equivalent combination of education and experience.
  • Minimum of two years of related customer service experience with demonstrated customer service skills.
  • Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).
  • Basic understanding of tax implications.
  • Strong written and verbal communication skills.
  • Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.
  • Strong organizational skills with the ability to prioritize tasks effectively.
  • Demonstrated desire to continuously learn and improve.
  • Strong problem-solving skills with the ability to provide effective options and solutions.
  • Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$21.77
Pay Range - End:
$32.66
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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