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Series 65 Remote Jobs in Raleigh, NC (NOW HIRING)

Nexora Talent

Remote- Customer Experience Service

Raleigh, NC · Remote

$15.50 - $21.25/hr

Customer Experience Service (Remote) We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client ...

Afni, Inc.

Remote Customer Service Representative

Raleigh, NC · On-site +1

$15.50 - $21.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Iowa What You Need to Thrive in Our Remote Environment: * Cable or Fiber Internet Service only (no dial-up, DSL, satellite or cellular) * 25Mbps Download/10Mbps Upload * Ping Rate - Less than 100 ms

Afni, Inc.

Remote Customer Service Representative

Raleigh, NC · Remote

$15.50 - $21.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Iowa What You Need to Thrive in Our Remote Environment: * Cable or Fiber Internet Service only (no dial-up, DSL, satellite or cellular) * 25Mbps Download/10Mbps Upload * Ping Rate - Less than 100 ms

GRADE POTENTIAL, LLC

CUSTOMER SERVICE ASSOCIATE

Raleigh, NC · Remote

$35K - $55K/yr

  • Dental

  • Vision

  • Life

  • PTO

We are a fully remote company, which allows us to recruit top talent from across the country. Grade Potential is the nation's largest provider of in-home tutoring services, with over 20 years of ...

HedgeServ

Investor Services Supervisor

Raleigh, NC · On-site +1

HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We've been recognized as an ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Raleigh, NC

Series 65 Remote information

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How much do series 65 remote jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for series 65 remote in Raleigh, NC is $26.91, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $28.51 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 Raleigh, NC?

For Series 65 Remote jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Series 65 Remote jobs in Raleigh, NC look for?

The top searched job categories for Series 65 Remote jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Series 65 Remote jobs?

Cities near Raleigh, NC with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Raleigh, NC as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 31% In-person, and 69% Remote job distribution, with an average salary of $55,976 per year, or $26.9 per hour.

Remote Customer Service Representative

Escape Travel by Jonelle

Raleigh, NC • Remote

$15.50 - $21.25/hr

Contractor

Re-posted 18 days ago

Job description

Company Description Escape Travel by Jonelle is a remote-based travel service dedicated to helping clients plan memorable and stress-free trips. The company focuses on personalized travel experiences, from quick getaways to complex, multi-destination itineraries. By leveraging strong industry relationships and up-to-date travel knowledge, Escape Travel by Jonelle aims to provide value, convenience, and peace of mind. The environment is collaborative, client-focused, and well-suited for individuals who enjoy working independently while delivering high-quality service.

Role Description This is a remote Travel Consultant/Advisor role. The Travel Consultant/Advisor will work directly with clients to understand their travel needs, preferences, and budgets, and then design customized itineraries that may include flights, accommodations, transportation, tours, and other activities. Day-to-day tasks include researching destinations, pricing, and availability; preparing and presenting travel options; and creating accurate travel proposals and confirmations. The role also involves managing bookings and reservations, processing payments, and monitoring itinerary changes such as schedule updates or cancellations. The Travel Consultant/Advisor will provide ongoing customer support before, during, and after travel, handle inquiries via phone, email, and online channels, and maintain detailed records in booking and CRM systems. The position requires staying informed about travel advisories, supplier policies, and loyalty programs to guide clients effectively and responsibly.

Qualifications

  • Proficiency in Travel Consulting and Travel Management, including advising clients on destinations, itineraries, and budget-friendly options.
  • Strong skills in handling Travel Arrangements and Reservations, such as booking flights, accommodations, transportation, and activities through various platforms and suppliers.
  • Demonstrated Customer Service skills, with the ability to respond promptly, resolve issues, and maintain a professional, empathetic communication style.
  • Comfort using online booking tools, GDS or supplier portals, and basic office software (email, spreadsheets, and CRM or client tracking systems).
  • Excellent written and verbal communication skills, with attention to detail and accuracy in documentation and itineraries.
  • Ability to work independently in a remote environment, manage time effectively, and handle multiple client requests and deadlines.
  • Familiarity with travel insurance, travel advisories, and basic regulatory or documentation requirements (passports, visas) is beneficial.
  • Previous experience in travel, hospitality, tourism, or a related customer-facing role is preferred but not strictly required.

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