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Series 65 Remote Jobs in Reston, VA (NOW HIRING)

Aprio

Wealth Advisor

Rockville, MD · On-site +1

$150K - $250K/yr

The series 65 license is required for the position; however, unlicensed candidates are considered ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

GroundBreakers

GroundBreakers Contributor

Washington, DC · On-site +1

... in 65+ countries. Our mission is to amplify local change to accelerate global impact. We work ... This position is a remote, unpaid internship with GroundBreakers. Applications for this position ...

GroundBreakers

Racial Equity Associate

Washington, DC · On-site +1

... in 65+ countries. Our mission is to amplify local change to accelerate global impact. We work ... This position is a remote, unpaid, volunteer internship. Applications for this position will be ...

GroundBreakers

Racial Equity Associate

Washington, DC · Remote

... in 65+ countries. Our mission is to amplify local change to accelerate global impact. We work ... This position is a remote, unpaid, volunteer internship. Applications for this position will be ...

Manulife

Hybrid LTC Internal Wholesaler

Washington, DC · Remote

$110K - $115K/yr

This is a remote, home based opportunity. The position offers a sales based incentive with base ... FINRA SIE, Series 6, 63, and State Insurance Licenses * Strong facilitation skills and ability to ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Reston, VA

Series 65 Remote information

See Reston, VA salary details

$11

$28

$47

How much do series 65 remote jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for series 65 remote in Reston, VA is $28.80, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $30.53 per hour, depending on experience, location, and employer.

Is series 65 difficult to pass?

The Series 65 exam can be challenging as it covers a wide range of topics related to investment advisory services and regulations. Success typically requires thorough study, understanding of financial concepts, and familiarity with exam formats, often taking several weeks of preparation. Many candidates find practice exams and review courses helpful in passing on their first attempt.

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.

How much do series 65 holders make?

Series 65 holders typically earn between $50,000 and $100,000 annually, depending on experience, location, and the firm they work for. Many financial advisors with this certification also earn commissions or bonuses based on client assets and sales performance.

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.

How to make $1000 a week remotely?

A Series 65 licensed professional can earn $1000 or more weekly by providing financial advisory services, managing client portfolios, and charging fees or commissions. Building a client base, gaining experience, and utilizing digital communication tools are essential for reaching this income level remotely.

What jobs can you get with the series 65?

The Series 65 license qualifies individuals for roles such as investment advisor representative, financial planner, or investment advisor. These positions involve providing financial advice, managing client portfolios, and complying with regulatory standards, often requiring strong knowledge of securities and investment strategies.

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 Reston, VA? For Series 65 Remote jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Reston, VA look for? The top searched job categories for Series 65 Remote jobs in Reston, VA are:
What cities near Reston, VA are hiring for Series 65 Remote jobs? Cities near Reston, VA with the most Series 65 Remote job openings:
Series 65 Remote jobs near you

Investment Advisor, Wealth & Retirement (Remote)

NFP Corp

Potomac, MD • On-site, Remote

Full-time

Retirement, PTO

Posted 19 days ago

Job description

Posting Description
Who We Are
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients' employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients' financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
Essential Duties and Responsabilities:
  • Identify and cultivate individual financial consulting and wealth management opportunities.
  • Work closely with Wealthspire Plan Advisors, and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
  • Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
  • Work closely with recordkeeper partners to understand and leverage their tools and resources
  • Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
  • Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
  • Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
  • Review individual participant's allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
  • Review individual participant's financial goals to assist with providing custom financial services or referrals.
  • Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
  • Handle plan sponsor and participant matters in a timely and efficient manner.
  • Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
  • Positive team player who works effectively within an entrepreneurial environment.

Knowledge, Skills, and/or Abilities:
  • 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans
  • Bachelors' Degree in Finance or related field of study
  • Series 65 license or equivalent (must be obtained within 90 days of employment)
  • Experience working with Power Point
  • Strong communication and presentation skills
  • Keen attention to detail
  • Ability to independently manage and prioritize multiple projects
  • Strong client service attitude, positive team player and contributor
  • Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
  • Travel required to service existing clients (40-50% travel requirement, with some overnight)

Education and/or Experience:
  • CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
  • Experience with workplace financial wellness, participant education, or financial planning.
  • Experience presenting to employee groups or conducting onsite education meetings.
  • Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
  • Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
  • Ability to identify planning and wealth opportunities without using a hard-sales approach.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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