ZipRecruiter

Log In

2

Series 65 Remote Jobs in Santa Rosa, CA (NOW HIRING)

Getaway Travel Agency

Customer Representative Agent

Napa, CA · Remote

$18.25 - $24.75/hr

Perks * 100% remote work with flexible scheduling. * Opportunities for growth within the agency. * Travel perks and exclusive industry discounts. * Supportive team environment with ongoing training.

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Santa Rosa, CA

Series 65 Remote information

See Santa Rosa, CA salary details

$12

$30

$49

How much do series 65 remote jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for series 65 remote in Santa Rosa, CA is $30.27, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $32.07 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 Santa Rosa, CA? For Series 65 Remote jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Santa Rosa, CA look for? The top searched job categories for Series 65 Remote jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Series 65 Remote jobs? Cities near Santa Rosa, CA with the most Series 65 Remote job openings:
Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Santa Rosa, 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 $62,958 per year, or $30.3 per hour.

Remote Travel Customer Service Representative

Rudyb Travel

Napa, CA • Remote

$18.25 - $24.75/hr

Full-time

Posted 11 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