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Series 65 Remote Jobs in Silver Spring, MD (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits. Preferred Qualifications Series 65 or Series 66 ...

GroundBreakers

GroundBreakers Contributor

Washington, DC · On-site +1

... in 65+ countries. Our mission is to amplify local change to accelerate global impact. We work ... This position is a remote, unpaid internship with GroundBreakers. Applications for this position ...

GroundBreakers

Racial Equity Associate

Washington, DC · Remote

... in 65+ countries. Our mission is to amplify local change to accelerate global impact. We work ... This position is a remote, unpaid, volunteer internship. Applications for this position will be ...

GroundBreakers

Racial Equity Associate

Washington, DC · On-site +1

... in 65+ countries. Our mission is to amplify local change to accelerate global impact. We work ... This position is a remote, unpaid, volunteer internship. Applications for this position will be ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Silver Spring, MD

Series 65 Remote information

See Silver Spring, MD salary details

$11

$28

$47

How much do series 65 remote jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for series 65 remote in Silver Spring, MD is $28.62, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $30.34 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 Silver Spring, MD? For Series 65 Remote jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Silver Spring, MD look for? The top searched job categories for Series 65 Remote jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Series 65 Remote jobs? Cities near Silver Spring, MD with the most Series 65 Remote job openings:
Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Silver Spring, MD 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 $59,528 per year, or $28.6 per hour.

Licensed Investment Representative

trainwell

Suitland, MD • On-site, Remote

$60K - $75K/yr

Full-time

PTO

Re-posted 13 days ago

Job description

About the Role
We're looking for a Licensed Investment Representative to join a growing insurance agency. This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial futures. If you're licensed, experienced, and hungry to grow - this is for you.
About Trainwell
Trainwell is a premier sales training and coaching platform built exclusively for insurance professionals. We help agencies and their teams sharpen their skills, close more business, and build sustainable growth through hands-on coaching, world-class training content, and AI-powered sales tools. When you join an agency backed by Trainwell, you're joining a team that invests in your development from day one.
Key Responsibilities
Conduct investment consultations with clients to assess financial goals, risk tolerance, and investment timelines. Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and review existing investment portfolios, providing ongoing guidance and rebalancing recommendations. Educate clients on investment options, market conditions, and long-term wealth-building strategies. Maintain compliance with all FINRA regulations, company policies, and state licensing requirements. Generate new business through referrals, agency cross-selling, and proactive client outreach. Collaborate with the agency team to identify investment opportunities within the existing book of business. Maintain accurate records of all transactions, client interactions, and compliance documentation.
Requirements
Requirements
SIE (Securities Industry Essentials) - Required. Series 6 (Investment Company/Variable Contracts Products Representative) - Required. Series 63 (Uniform Securities Agent State Law) - Required. Prior experience investing and managing mutual funds - Required. Strong understanding of investment products, financial planning principles, and suitability standards. Excellent communication and relationship-building skills. Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits.
Preferred Qualifications
Series 65 or Series 66 license. Experience working within a captive insurance agency model. Background in insurance and financial services cross-selling.
Benefits
Base salary: $60,000-$75,000 annually.
Commission structure on all investment sales (uncapped earning potential).
Paid time off (PTO). Remote work flexibility.

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