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Series 65 Remote Jobs in San Ramon, CA (NOW HIRING)

Flex

Senior Account Executive (SF)

San Francisco, CA · Remote

$65K - $100K/yr

... Series A with equity and debt funding - significant horsepower and runway Remote work w/ semi ... Join us at [email protected] $65,000 - $100,000 a year This position is also eligible for a ...

Bland

Enterprise Solutions Engineer

San Francisco, CA · On-site +1

San Francisco preferred (3-5 days in office); open to remote Title: Enterprise Solutions Engineer ... Today, Bland's platform fully resolves up to 65% of inbound calls autonomously-handling not just ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in San Ramon, CA

Series 65 Remote information

See San Ramon, CA salary details

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$51

How much do series 65 remote jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for series 65 remote in San Ramon, CA is $30.94, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $32.79 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 San Ramon, CA?

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

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

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

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

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

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in San Ramon, CA as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $64,351 per year, or $30.9 per hour.

Experienced Wealth Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Pleasanton, CA • Remote

$150K - $500K/yr

Full-time

Posted 12 days ago

Job description

You have built experience advising clients. Your next move should give you more than a new logo on your business card.

Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization.

This opportunity is designed for advisors who value comprehensive planning, open access to financial solutions, professional collaboration, and the ability to serve clients through different stages of their financial lives.

Whether you are looking to expand your current practice, strengthen your planning capabilities, join a team, or develop a long-term succession strategy, Golden Summit Wealth provides the resources to help support your next stage of growth.

What You’ll Do
  • Provide comprehensive guidance to individuals, families, professionals, and business owners
  • Develop financial strategies based on each client’s goals, priorities, risk considerations, and time horizon
  • Coordinate investment, retirement, insurance, estate-planning, and business-planning needs
  • Manage and deepen existing client relationships
  • Develop new business through referrals, professional relationships, community involvement, and targeted business development
  • Collaborate with specialists and other advisors on complex client cases
  • Maintain all required licenses, registrations, continuing education, and compliance standards
  • Build a scalable practice supported by effective service, technology, and team resources
Why Experienced Advisors Consider Golden Summit Wealth
  • Autonomy to develop and manage your practice
  • Access to comprehensive planning and investment resources
  • Dedicated transition and onboarding support
  • Competitive, performance-based compensation
  • Professional teaming and joint-work opportunities
  • In-house specialists and support departments
  • Marketing and practice-development resources
  • Support for acquisitions, continuity planning, and succession strategies
  • A collaborative culture focused on long-term growth and client impact
Qualifications
  • Demonstrated experience as a wealth advisor, financial advisor, investment advisor representative, registered representative, or similar financial professional
  • Active Series 7 and Series 66 licenses, or active Series 6, Series 63, and Series 65 licenses
  • Active state insurance licenses preferred
  • Experience providing investment, retirement, insurance, or comprehensive financial guidance
  • A record of developing and maintaining long-term client relationships
  • Strong understanding of regulatory and compliance responsibilities
  • Ability to independently develop business and manage a client practice
  • Commitment to ethical, client-centered recommendations
  • Existing production, client relationships, or a transferable practice are strongly preferred
  • Bachelor’s degree or comparable professional experience preferred
The Advisor We Want to Meet

You may be a strong fit if you are looking for:

  • More freedom in how you build and position your practice
  • A wider range of resources for serving clients
  • Greater collaboration without losing your independence
  • Support transitioning your business and retaining client momentum
  • A firm that can support both your current production and future growth
  • A long-term home for your clients, team, and professional legacy


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