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Series 65 Remote Jobs in Riverside, CA (NOW HIRING)

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are ... Active Series 65/66 or equivalent advisory license * 3+ years of client-facing financial planning ...

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site +1

$79K - $112K/yr

FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Riverside, CA

Series 65 Remote information

See Riverside, CA salary details

$11

$28

$47

How much do series 65 remote jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for series 65 remote in Riverside, CA is $28.88, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $30.58 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 Riverside, CA?

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

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

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

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

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

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Riverside, CA as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $60,075 per year, or $28.9 per hour.

Life and Health Insurance Agent

Synergy Financial

Anaheim, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 9 days ago

Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting












✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.













???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets













???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors













???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset













???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.













???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.













???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

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