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Series 65 Remote Jobs in Remote, OR (NOW HIRING)

ASK Consulting

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Customer Service Representative (cur_1_130473@curatelyai.net)

OR · Remote

$16 - $18/hr

Remote, NC Duration: 6-Month Contract Pay Rate: $16- $18/hour on W2 Training & Work Schedule * Training: Approximately 11 weeks , Monday-Friday, 8:00 AM-5:00 PM EST . * Attendance: No time off is ...

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Series 65 Remote information

See Remote, OR 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 Remote, OR is $27.66, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 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 Remote, OR?

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

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

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

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

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

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Remote, OR as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $57,527 per year, or $27.7 per hour.

Customer Service Representative (cur_1_130473@curatelyai.net)

ASK Consulting

OR • Remote

$16 - $18/hr

Contractor

Posted 2 days ago

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Job description

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".


Job Title: Customer Service Representative
Location: Remote, NC

Duration: 6-Month Contract
Pay Rate: $16- $18/hour on W2

 

Training & Work Schedule

  • Training: Approximately 11 weeks, Monday–Friday, 8:00 AM–5:00 PM EST.
  • Attendance: No time off is allowed during training; candidates must attend all sessions.
  • The majority of the assignment will focus on training and preparation for Annual Open Enrollment.
  • Employer group calls with customized benefits and specialized teams. More premium, pharmacy calls
  • Daily team chat before phones open; inbound calls begin around 8:00 AM EST and continue throughout the day.
  • One-hour lunch break.

 

Position Summary:

We are seeking a Customer Service Representative to support Annual Open Enrollment for a leading health insurance organization. This role involves assisting members, providers, and employer groups with insurance-related inquiries, including benefits, enrollment, eligibility, claims, and policy information. The ideal candidate will have strong communication, problem-solving, and customer service skills, with the ability to work in a fast-paced, high-volume call center environment.

Key Responsibilities:

  • Handle complex insurance inquiries from members, providers, and employer groups via phone and email.
  • Explain benefits, enrollment, eligibility, claims, and policy information clearly and professionally.
  • Resolve customer issues using critical thinking and strive for first-call resolution.
  • Accurately document customer interactions and update claims, enrollment, and membership records.
  • Research and resolve service issues by collaborating with internal teams, vendors, and business partners.
  • Educate customers and providers on company policies, programs, and self-service tools.
  • Identify trends, process improvements, and opportunities to enhance the customer experience.
  • Support the organization's mission by delivering exceptional customer service and maintaining professionalism.

Qualifications:

  • High School Diploma or GED.
  • 0–2 years of customer service, call center, insurance, healthcare, Pharmacy or related experience.
  • Previous insurance experience required.
  • Enrollment experience preferred.
  • Pharmacy or Pharmacy benefits experience preferred.
  • Experience in an ACD call center environment.
  • Tech-savvy and comfortable using multiple systems such as Salesforce and Genesys.


About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.