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

Nexora Talent

Remote- Customer Experience Service

Oakland, CA · Remote

$18.25 - $25/hr

Customer Experience Service (Remote) We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client ...

Infinite Wise Solutions

Be Seen First

Financial Retirement Planning Professional - Remote

San Francisco, CA · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a Career That Matters. Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099 ...

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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

$12

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$51

How much do series 65 remote jobs pay per hour?

As of Aug 18, 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.

Remote Travel Customer Service Representative

Rudyb Travel

Alameda, CA • Remote

$18.25 - $24.75/hr

Full-time

Posted 22 days ago

Job description

About the job

About The Role

Rudyb Travel is seeking a Travel Customer Service Representative (Remote) to support clients throughout every stage of their travel journey. In this client-facing role, you will serve as a trusted point of contact—from initial booking through post-trip follow-up—ensuring a seamless, personalized, and high-quality experience.

This role is ideal for someone who is detail-oriented, service-driven, and passionate about travel, hospitality, and delivering exceptional customer experiences.

Key Responsibilities

  • Respond promptly and professionally to client inquiries via phone, email, and messaging platforms
  • Assist with luxury and leisure travel bookings, including changes, cancellations, and special requests
  • Provide accurate and timely information regarding destinations, travel requirements, and agency policies
  • Coordinate booking details and confirm itineraries to ensure accuracy and client satisfaction
  • Proactively follow up with clients before and after travel to ensure a positive experience
  • Address client concerns with empathy, professionalism, and solution-oriented thinking
  • Maintain accurate documentation and update booking systems as required

Qualifications & Skills

  • Excellent verbal and written communication skills
  • Customer service experience (travel, hospitality, or service-related experience preferred)
  • Strong organizational skills and attention to detail
  • Comfortable using technology and learning new systems and booking platforms
  • Reliable, proactive, and able to manage multiple client requests efficiently
  • Genuine interest in travel and helping clients plan memorable experiences

What We Offer

  • 100% remote work environment
  • Flexible scheduling options
  • Opportunities for professional growth within the company
  • Access to travel perks and industry-related discounts
  • Supportive team culture with ongoing training and development

Apply Today

Interested candidates are encouraged to apply today and join our remote travel support team.

Equal Opportunity Employer

Rudyb Travel is an equal opportunity employer committed to diversity and inclusion.

Apply