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Series 65 Remote Jobs in Rochester, NY (NOW HIRING)

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Rochester, NY

Series 65 Remote information

See Rochester, NY salary details

$11

$27

$45

How much do series 65 remote jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for series 65 remote in Rochester, NY is $27.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $28.94 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 Rochester, NY? For Series 65 Remote jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Rochester, NY look for? The top searched job categories for Series 65 Remote jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Series 65 Remote jobs? Cities near Rochester, NY with the most Series 65 Remote job openings:
Series 65 Remote jobs near you

Remote Customer Service Representative - Travel

Hallford Travels

Rochester, NY • Remote

$15.75 - $21.50/hr

Full-time

Posted 11 days ago

Job description

Position Overview
We are looking for friendly, dependable, and service-focused individuals to join our team as a Customer Service Representative – Travel. In this role, you will support clients with travel-related inquiries, assist in coordinating travel arrangements, and help guide travelers through the planning process.
This opportunity is ideal for individuals who enjoy helping others, communicate effectively, and are interested in working within the travel industry while operating in a remote environment.
Client Support & Travel Assistance
As part of the role, you will:

  • Answer client questions and provide helpful travel-related information
  • Communicate with travel suppliers to confirm reservations and important travel details
  • Maintain accurate records of client interactions and travel bookings
  • Stay updated on travel promotions, supplier updates, and destination information
  • Provide assistance to clients both before and after their travel

Skills & Qualifications
Successful candidates typically demonstrate:

  • Strong customer service and communication abilities
  • The ability to work independently in a remote setting
  • Comfort using email, online platforms, and basic computer tools
  • Strong organization and attention to detail
  • A positive attitude and professional communication style

Previous experience in customer service or travel is helpful, but not required.
What You’ll Receive

  • Remote work opportunity
  • Flexible scheduling options
  • Access to travel industry training and learning resources
  • Ongoing support from an experienced travel team
  • Travel industry perks and supplier discounts when available

Apply