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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 ...

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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 Aug 8, 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 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 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 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 $60,075 per year, or $28.9 per hour.

Financial Advisor, CFP Professional

Tax Alchemy

Irvine, CA • On-site, Remote

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Financial Advisor, CFP Professional
Department: Financial Advisory
Employment Type: Full Time
Location: Remote
Reporting To: Principal & CEO
Compensation: $85,000 - $100,000 / year
Description
We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.
This role is best suited for a CFP professional who brings both technical depth and exceptional interpersonal skill - someone who can translate complex financial strategies into clear, confident guidance and who takes genuine ownership of client outcomes and relationships.
Key Responsibilities
Serve as the trusted lead advisor for up to approximately 120 HNW client households - delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction.
1. Client Relationship Management
  • Serve as the primary point of contact and trusted advisor for an assigned book of up to ~120 client households
  • Lead all client meetings, reviews, and planning conversations with clarity and confidence
  • Maintain proactive, consistent communication to ensure clients remain engaged and informed
  • Foster long-term relationships built on trust, responsiveness, and demonstrated value

2. Financial Planning & Advisory Delivery
  • Interpret and refine planning outputs generated within the firm's structured planning system
  • Deliver prioritized, actionable financial guidance across:
    • Investment strategy and portfolio positioning
    • Tax-aware planning and optimization
    • Retirement income and accumulation planning
    • Risk management and insurance review
    • Estate planning fundamentals
  • Communicate complex strategies in a manner that is clear, accessible, and meaningful to each client

3. Internal Coordination & Execution
  • Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ensure seamless execution of client deliverables
  • Delegate appropriately within the pod structure while maintaining accountability for overall client experience
  • Ensure all planning outputs, action items, and follow-throughs are completed accurately and on time

4. Firm Growth & Professional Representation
  • Uphold the firm's standards of excellence in every client interaction and external engagement
  • Participate in firm initiatives, process improvements, and team development as appropriate

Success in this role is measured by the quality and longevity of client relationships. Key performance indicators include:
  • Client retention and renewal rates
  • Client engagement levels and meeting participation
  • Responsiveness and follow-through on client commitments
  • Overall client confidence and satisfaction in the advisory relationship
  • Contribution to firm growth through referrals and professional representation

Qualification & Required Experience
Required
  • Active Series 65/66 or equivalent advisory license
  • 3+ years of client-facing financial planning & advisory experience
  • All licenses and designations must be valid and in good standing
  • Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals
  • Demonstrated ability to manage client relationships independently and with confidence

Preferred
  • CFP® designation (or actively in progress)
  • Experience working within a team-based or pod advisory model
  • Familiarity with structured financial planning systems and client engagement cadences
  • Track record of strong client retention and satisfaction

Skills & Attributes
  • Exceptional verbal and written communication skills - able to simplify complexity without losing substance
  • High emotional intelligence and genuine care for client wellbeing
  • Strong organizational discipline and ability to manage a large, active client book
  • Proactive, ownership-driven mindset with a bias toward follow-through
  • Collaborative team player who operates effectively within a structured pod model
  • Discretion and professionalism in handling sensitive financial and personal client matters
  • Comfortable operating in a high-accountability, results-oriented environment

Benefits
  • Work from home
  • Medical, dental, vision, life and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Potential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metrics
  • Unlimited upside through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, relationships longevity, and overall firm growth

Apply