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

Manulife

Hybrid LTC Internal Wholesaler

Washington, DC · Remote

$110K - $115K/yr

This is a remote, home based opportunity. The position offers a sales based incentive with base ... FINRA SIE, Series 6, 63, and State Insurance Licenses * Strong facilitation skills and ability to ...

Maximus

CSR I Operations (Temporary, Remote Lawrence KS)

VA · On-site +1

$16 - $21.75/hr

General information Job Posting Title CSR I Operations (Temporary, Remote Lawrence KS) Date Friday, July 31, 2026 City Remote Country United States Working time Full-time Description & Requirements ...

Maximus

CSR I Operations (Temporary, Remote McAllen, TX)

VA · On-site +1

$16 - $21.75/hr

General information Job Posting Title CSR I Operations (Temporary, Remote McAllen, TX) Date Friday, July 31, 2026 City Remote Country United States Working time Full-time Description & Requirements ...

Maximus

CSR II Operations (Temporary, Remote Lawrence KS)

VA · On-site +1

$16 - $21.75/hr

General information Job Posting Title CSR II Operations (Temporary, Remote Lawrence KS) Date Friday, July 31, 2026 City Remote Country United States Working time Full-time Description & Requirements ...

Maximus

CSR II Operations (Temporary, Remote McAllen, TX)

VA · On-site +1

$16 - $21.75/hr

General information Job Posting Title CSR II Operations (Temporary, Remote McAllen, TX) Date Friday, July 31, 2026 City Remote Country United States Working time Full-time Description & Requirements ...

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Showing results 21-40

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.

Financial Advisor

NASA Federal Credit Union

Washington, DC • On-site, Remote

$45K/yr

Full-time

Re-posted 7 days ago

Job description

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients.  
 
This is a Hybrid position.  You must reside in Maryland, Washington DC, or Virginia.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned.
  • Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act. 
  • Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts.
  • Solicits business from prospects by pro-actively communicating available services.
  • Profiles clients to determine current investment objectives, while addressing overall financial goals.
  • Provides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved financial products/services.
  • Opens and services new accounts while finalizing completed sales and routing documents for processing.
  • Reviews status reports and performs calculations to monitor client accounts and verify transactions.
  • Develops and implements financial plans using available software.
  • Processes incoming client mail, paperwork, and all other necessary aspects of account servicing.
  • Interfaces with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes.
  • Listens empathetically to clients and gathers facts, analyzes total needs, and makes responsible recommendations.
  • Builds long-term financial advisory relationships with clients.
  • Manages incoming referrals from assigned branches and surrounding territories.
  • Maintains member/client files and records in accordance with regulatory and firm requirements.
  • Conducts offline or online research to resolve member/client problems.
  • Sets and keeps consistent office hours.
EDUCATION AND EXPERIENCE
  • Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment).
  • College Degree preferred.
  • Proven track record of performance requiring minimum supervision.
  • Licensing required: 
  • Series 7, and combination of 63, 65, or 66 required.
  • Life & Health Insurance License required (or the ability to obtain within 90 days of hire)
  • Valid driver’s license is required.
  • CFP Designation preferred.
Our Generous Benefit Package Includes:
  • $45,000 Base Salary + Commission
 
Why Join Our Team:
  • Unlimited commissions in addition to monthly salary
  • Commissions based on new assets and existing book of business – $20 Million AUM book with substantial opportunities to generate additional revenue.
  • Referrals from frontline staff and access to member data 
  • Tiered commission payout rates based on monthly production
  • Emerging technology
  • Continuing education committed to ensuring personal growth and staying ahead of market trends
 
 
NASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave, remote work options for applicable positions, and more.
 
+Insurance coverage begins the 1st day of the month, following 30 days after hire date.
*100% Credit Union-Paid
 
Full-Time Employee Benefits
  • 401(k) with employer match up to 6% and immediate 100% vesting
  • Gain Sharing Bonus (eligibility rules apply)*Health Insurance (Choice of two nationwide PPO plans)
  • High-Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)+*
  • Low-Deductible Plan: Generous employer contribution toward premium. (FSA compatible)+
  • Dental Insurance: Generous employer contribution toward premium (HSA and FSA compatible)+
  • Vision Insurance: Generous employer contribution toward premium (HSA and FSA compatible)+
  • Long-term Disability Insurance+*
  • Flexible Spending Medical Account (FSA)+
  • Flexible Spending Dependent Care Account+
  • Health Savings Account (HSA)+
  • Voluntary Supplemental Employee and Dependent Life Insurance+
  • Voluntary Short-term Disability Insurance+
  • Remote or Remote / Hybrid work options based on position
  • Life Insurance/AD&D+*
  • Vacation Leave (excluding Outside Loan Officers)
  • Sick and Safe Leave
  • 11 Paid Holidays
  • Education Assistance
  • Employee Referral Bonus*
  • Credit Union Membership Eligible
  • Employee Assistance Program+*
  • Identity Theft Protection (Additional premiums to add family members)+*
  • Pet Insurance
  • Employee Discount Program
  • Remote or Remote / Hybrid work options based on position
 
All benefits are based on meeting NASA Federal Credit Union’s eligibility requirements and the carrier’s terms and conditions. 
 

                                                                              WE’RE STRONGER TOGETHER

At NASA Federal Credit Union, we strive to ensure a culture of collaboration, inclusion, and opportunity where everyone can feel valued, appreciated, and respected. We commit to recruit and retain a diverse team with the best talents to live our vision, mission, and values. We recognize that respecting different perspectives and experiences makes us stronger together.

$45,000 Base Salary + Commission  –
 
Why Join Our Team:
  • Unlimited commissions  in addition to monthly salary
  • Commissions based on new assets  and existing book of business – $20 Million AUM book with substantial opportunities to generate additional revenue.
  • Referrals from frontline staff and access to member data 
  • Tiered commission payout rates based on monthly production
  • Emerging technology
  • Continuing education committed to ensuring personal growth and staying ahead of market trends
Posted 10/03/2025

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.