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

HedgeServ

Investor Services Administrator

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 ...

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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Showing results 21-31

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

Series 65 Remote information

See Raleigh, NC salary details

$10

$26

$44

How much do series 65 remote jobs pay per hour?

As of Aug 6, 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.

Customer Service Representative

BridgePoint Works

Raleigh, NC • Remote

$21 - $29/hr

Full-time

Medical, Dental, Vision, PTO

Posted 11 days ago

Job description

Customer Service Representative (Remote USA) | $21-$29 per Hour

Are You a Customer Champion?

At Bridgepoint Works, we take pride in exceptional service and seamless client experiences. If you're someone who thrives on helping others, solving problems, and creating positive interactions, then this is the role for you!

As a Customer Service Representative, you'll be the first point of contact for our clients, ensuring they receive top-notch support and solutions. You'll play a key role in maintaining our reputation for excellence while working remotely from anywhere in the USA.

This role offers a competitive pay range of $21-$29 per hour and a chance to grow within a thriving company.

Why Bridgepoint Works?

Were a large-scale civil engineering company committed to innovation, excellence, and community impact. But what truly sets us apart is our people-first culture. We believe in empowering our employees, providing them with career growth opportunities, and creating an environment where everyone's contributions matter.

As a Customer Service Representative, you'll be a vital part of our success ensuring our clients receive the best possible experience when working with us.

What You'll Be Doing

  • Respond to customer inquiries via phone, email, and chat with professionalism and efficiency.
  • Troubleshoot and resolve client issues, providing clear and effective solutions.

  • Maintain accurate records of customer interactions in our CRM system.

  • Collaborate with internal teams to ensure seamless service delivery.

  • Proactively identify customer needs and recommend helpful solutions.

  • Stay up to date on company services to provide accurate and insightful assistance.

  • Represent Bridgepoint Works with empathy, enthusiasm, and expertise.

What We're Looking For

Were looking for empathetic problem-solvers who can handle multiple conversations at once while maintaining a positive and professional tone. If you're passionate about helping people and creating seamless customer experiences, we want to hear from you!

Must-Haves:

  • 2+ years of experience in customer service or a related role.

  • Excellent communication skills both written and verbal.

  • Ability to handle multiple tasks while maintaining attention to detail.

  • Strong problem-solving skills and a customer-first mindset.

  • Tech-savvy with the ability to learn and use CRM and support tools.

  • Self-motivated and able to work effectively in a remote environment.

Nice-to-Haves:

  • Experience in engineering, construction, or infrastructure-related industries.

  • Familiarity with CRM platforms, help desk software, or ticketing systems.

  • Previous experience in a high-volume support environment.

What's In It for You?

  • Competitive pay $21-$29 per hour.

  • 100% remote Work from anywhere in the USA.

  • Career growth opportunities We promote from within and invest in our team.

  • Collaborative culture Join a supportive team that values your work.

  • Comprehensive benefits Health, dental, vision, and more.

  • Paid time off Because work-life balance matters.

Ready to Make a Difference? Apply Now!

If you love helping people, solving problems, and making a real impact, this is your chance. Apply today and join Bridgepoint Works as our next Customer Service Representative!

Apply