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Series 65 Remote Jobs in Renton, WA (NOW HIRING)

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

Certification (Series 65 or other) required. Preference for advanced degree and/or credentials (see ... We take a hybrid in-office/remote working approach. About Us For more than five decades, Laird ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

FINRA Series 7 and Series 66 (or Series 63 and 65) licenses * Ability to be onsite M-F in our Edmonds, WA office Core Competencies: * Strong understanding of financial planning principles, investment ...

Nexora Talent

Remote- Customer Experience Service

Seattle, WA · Remote

$18.25 - $24.75/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 ...

Nexora Talent

Remote- Customer Experience Service

Seattle, WA · Remote

$18.25 - $24.75/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 ...

AO Globe Life

CSR Entry-Level Remote

Seattle, WA · On-site +1

$100K/yr

We are hiring Remote Entry-Level Managing Agents for a full-time, fully remote role that allows you to make a meaningful impact from the comfort of your own home. With comprehensive training, warm ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Renton, WA

Series 65 Remote information

See Renton, WA salary details

$12

$31

$51

How much do series 65 remote jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for series 65 remote in Renton, WA is $31.14, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $32.98 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 Renton, WA? For Series 65 Remote jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Renton, WA look for? The top searched job categories for Series 65 Remote jobs in Renton, WA are:
What cities near Renton, WA are hiring for Series 65 Remote jobs? Cities near Renton, WA with the most Series 65 Remote job openings:
Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Renton, WA 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 $64,771 per year, or $31.1 per hour.

Advisor- Highland Private Wealth Management

hightower

Bellevue, WA • On-site, Remote

$160K - $170K/yr

Other

Medical, Dental, Vision, Retirement

Posted 27 days ago

Job description

Your Future Team

Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing comprehensive wealth advisory and investment guidance to high-net-worth individuals and families. As a growth-focused practice, Highland is dedicated to helping clients maximize their return on money and life—aligning financial decisions with what matters most. The team takes an integrated approach to wealth management, partnering closely with clients and their broader network of advisors to deliver thoughtful, strategic outcomes over time.

 

Highland’s philosophy centers on connecting financial success with purpose, empowering clients to live fully while building and protecting their wealth. This is an ideal environment for entrepreneurial professionals: ownership, business development, and meaningful client impact are core to the role. For advisors looking to build and scale their own practice, deepen client relationships, and thrive in a high-performance yet supportive culture, Highland offers a platform where ambition translates into real opportunity. While the role is primarily on-site, it can be based out of either the Bellevue or Ellensburg office, with remote flexibility considered based on experience and location.

What You’ll Do

  • Engage directly with clients to understand their financial goals and needs
  • Build and grow a personal book of business through proactive, strategic business development
  • Manage and deepen client relationships following acquisition
  • Monitor market trends and participate in ongoing investment strategy discussions
  • Meet or exceed revenue targets set for client acquisition
  • Design and deliver tailored client service and planning experiences
  • Collaborate with external advisors (e.g., CPAs, attorneys) to enhance client outcomes
  • Actively expand professional network through events and relationship-building efforts
  • Contribute to and uphold a high-performance, client-first culture

 

What You’ll Bring

  • At least 5 years of experience as an Advisor in wealth management
  • Proven track record of growing a book of business
  • Series 65 (or equivalent) certification
  • Primarily on-site, remote option may be available for non-local candidates dependent upon experience and client base
  • Professional designation (CFP®, CFA, CPA, JD) is preferred
  • Bachelor's degree is required

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of $160,000-$170,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). 

 

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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