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Series 65 Remote Jobs in Romeoville, IL (NOW HIRING)

MBC Talent Connections

Financial Advisor

Chicago, IL · On-site +1

$90K - $120K/hr

Series 66 preferred * Established book of business preferred * Strong client relationship and ... mindset What's Offered * 65% payout structure * Flexible 1099 or W2 options * Remote/hybrid ...

Aprio

Wealth Advisor

Chicago, IL · 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 ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Romeoville, IL

Series 65 Remote information

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$11

$28

$46

How much do series 65 remote jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for series 65 remote in Romeoville, IL is $28.23, according to ZipRecruiter salary data. Most workers in this role earn between $19.62 and $29.90 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 Romeoville, IL?

For Series 65 Remote jobs in Romeoville, IL, the most frequently searched job titles are:

What job categories do people searching Series 65 Remote jobs in Romeoville, IL look for?

The top searched job categories for Series 65 Remote jobs in Romeoville, IL are:

What cities near Romeoville, IL are hiring for Series 65 Remote jobs?

Cities near Romeoville, IL with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Romeoville, IL as of August 2026, with employment types broken down into 79% Full Time, 15% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 80% Physical, 4% Hybrid, and 16% Remote job distribution, with an average salary of $58,712 per year, or $28.2 per hour.

Remote Public Finance Banker

Boutique Recruiting

Chicago, IL • On-site, Remote

$150K - $200K/yr

Full-time

PTO

Posted 5 days ago

Job description

Position Title: Remote Public Finance Banker
Salary Range: $150,000-$200,000/ annually, DOE + Commission
An established, well-capitalized financial services firm is seeking an experienced Public Finance Banker to expand its municipal finance presence across the U.S. This is a fully remote, production-driven opportunity for a proven banker who brings strong client relationships, understands creative financing structures, and wants the freedom to build business without being boxed into a narrow territory or vertical. The ideal candidate is an established Public Finance Banker with a demonstrated history of revenue production, deep municipal relationships, and the ability to independently originate and grow business. This role is built for someone who knows the market, knows their clients, and wants a strong platform behind them to execute.
Responsibilities
  • Leverage established relationships to originate and grow public finance business across municipal and related markets
  • Develop creative financing solutions tailored to the unique needs and objectives of clients
  • Build and manage a book of business with the goal of ramping production toward $1M+ in annual revenue
  • Partner with underwriting, sales, trading, and administrative support teams to execute transactions efficiently
  • Maintain and deepen relationships with existing and prospective clients through strategic outreach and ongoing advisory support
  • Travel to meet with clients as needed based on individual business development strategy
  • Represent the firm professionally in client meetings, industry events, and throughout the broader public finance community

Requirements
  • 5-10+ years of experience as a Public Finance Banker with experience at the VP, Senior VP, Managing Director, or comparable level
  • Proven individual production history, ideally generating approximately $1M+ in annual revenue, with consideration for candidates consistently producing around $750K+
  • Established client relationships that can transition to and grow on a new platform
  • Strong understanding of municipal finance with the ability to develop creative financing solutions across a range of credit profiles and transaction types
  • Required FINRA and industry licenses applicable to the role, such as Series 7 and Series 65
  • Polished, credible communication skills with the ability to confidently represent the firm and advise sophisticated clients

Benefits
  • Competitive base salary structured as a forgivable draw against commission
  • Tiered commission structure with increasing payout percentages as annual gross revenue grows
  • Fully remote work environment with flexibility to manage your schedule around client and business needs
  • Optional support for regional workspace arrangements depending on location and business needs
  • Dedicated administrative support to help bankers stay focused on relationships, production, and execution
  • Employee ownership opportunity within a privately held firm, with eligible employees able to purchase shares at book value
  • Comprehensive employee benefits and paid time off

If you're an established Public Finance Banker with the relationships, production history, and entrepreneurial drive to build something substantial, apply today and bring your book of business to a platform built to help you grow it.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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