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Series 65 Remote Jobs in Spring, TX (NOW HIRING)

Aprio

Wealth Advisor

Houston, TX · On-site +1

$150K - $250K/yr

The series 65 license is required for the position; however, unlicensed candidates are considered ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Rice University

Pre-Award Specialist

Houston, TX · On-site +1

$65K/yr

... series, courses and student government. Developing close-knit, diverse college communities is a ... Starting annual salary of $65,000 *Exempt (salaried) positions under FLSA are not eligible for ...

Nexora Talent

Remote- Customer Experience Service

Houston, TX · Remote

$15.25 - $20.75/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 ...

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Spring, TX

Series 65 Remote information

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How much do series 65 remote jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for series 65 remote in Spring, TX is $24.64, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $26.11 per hour, depending on experience, location, and employer.

Is series 65 difficult to pass?

The Series 65 exam can be challenging as it covers a wide range of topics related to investment advisory services and regulations. Success typically requires thorough study, understanding of financial concepts, and familiarity with exam formats, often taking several weeks of preparation. Many candidates find practice exams and review courses helpful in passing on their first attempt.

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.

How much do series 65 holders make?

Series 65 holders typically earn between $50,000 and $100,000 annually, depending on experience, location, and the firm they work for. Many financial advisors with this certification also earn commissions or bonuses based on client assets and sales performance.

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.

How to make $1000 a week remotely?

A Series 65 licensed professional can earn $1000 or more weekly by providing financial advisory services, managing client portfolios, and charging fees or commissions. Building a client base, gaining experience, and utilizing digital communication tools are essential for reaching this income level remotely.

What jobs can you get with the series 65?

The Series 65 license qualifies individuals for roles such as investment advisor representative, financial planner, or investment advisor. These positions involve providing financial advice, managing client portfolios, and complying with regulatory standards, often requiring strong knowledge of securities and investment strategies.

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 Spring, TX? For Series 65 Remote jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Series 65 Remote jobs in Spring, TX look for? The top searched job categories for Series 65 Remote jobs in Spring, TX are:
What cities near Spring, TX are hiring for Series 65 Remote jobs? Cities near Spring, TX with the most Series 65 Remote job openings:
Series 65 Remote jobs near you
Wealth Advisor

Wealth Advisor

Aprio

Houston, TX • On-site, Remote

$150K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. 
 
As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the tam providing our clients that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisorshould have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients' financial needs. 
Responsibilities:
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management. 
  • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.  
  • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.  
  • Drive business results and acquire new assets, both from the existing client base and new client acquisition. 
  • Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.  
  • Partner with internal tax advisors to provide interdisciplinary expertise to clients.  
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. 
Qualifications:
  • Bachelor's degree. 
  • CFP designation, or working towards it. 
  • 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. 
  • The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date. 
  • Ability to integrate financial strategies and investments for clients. 
  • Able to gain and maintain the respect of high-net-worth clients. 
  • Excellent knowledge of financial markets, products, and services. 
  • Ability to juggle multiple projects successfully. 
  • Exceptional attention to detail and skilled problem solver. 
  • Strong listening, communication, organizational, and interpersonal skills. 
  • Proactive, takes initiative, and uses critical thinking to solve problems. 
  • Proven capability to work in a team environment. 
  • Advanced knowledge in Excel with experience in Microsoft Office products.  
  • Knowledge of financial planning software.  
  • Entrepreneurial spirit. 
$150,000 - $250,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on July 20, 2026 and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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.
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