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

Pleio

Be Seen First

Customer Service Representative (GoodStarter Remote)

Houston, TX · Remote

$16.50 - $22.25/hr

Be a Pleio GoodStarter (Remote) Be a Part of Something Bigger and Better. Work from Home! Who We Are: Individuals diagnosed with a chronic disease often feel overwhelmed, frustrated, and confused.

Landpoint

Remote Customer Service Representatives

Houston, TX · Remote

$15.25 - $20.75/hr

REMOTE CUSTOMER SERVICE REPRESENTATIVES were looking for a customer service representative to answer customer calls, assess their needs, and walk them through effective solutions to their questions ...

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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 Aug 7, 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.

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 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

Seasonal Customer Service Rep - Remote

VIPdesk Connect

Houston, TX • Remote

$18/hr

Full-time

Re-posted 8 days ago

Job description

At VIPdesk Connect, we are passionate about delivering “more human” customer service. Our core values are central to how we do business. That’s why we have partnered with some of the world’s best iconic brands to provide an elevated customer experience.

We’re looking for team members who share the same spirit of excellence, passion, and integrity to join our team. Plus, you get to work from home!

Seasonal Customer Service Representatives are solution-oriented professionals and part of a diverse and engaged team dedicated to working with customers of a leading online apparel & accessories retailer. As part of this team, you provide an authentic customer experience via phone, email, and chat, and utilize a variety of software tools to navigate customer accounts, facilitate orders and returns, research and respond to product inquiries, and communicate recommendations and effective solutions. Your focus is always on providing best-in-class customer service.

This work-from-home position is a full-time Seasonal role through mid to late October.

What You’ll Do

  • With the utmost professionalism, represent a well-respected, leading online tuxedo rental company with expertise, positivity, and a can-do attitude
  • Respond to customer inquiries and requests through phone, chat, SMS, email, and social media, with a focus on phone communication.
  • Answer questions about product information, order placement, order and delivery status, product returns, policies, as well as provide website navigation, troubleshooting assistance, and handling escalated issues
  • Take ownership of issues and follow through to solve problems while exercising sound judgment, focusing on achieving resolutions
  • Convey excitement, authenticity, and a deep appreciation for the mission and values of the brand
  • Address questions about accounts, products, and services, as well as provide troubleshooting and website assistance.
  • Share insights on emerging customer trends and recommend process improvements.
  • Attend training and participate in cross-training opportunities to enhance skills and knowledge.
  • Meet performance metrics such as customer satisfaction, average handle time, quality, and productivity.
  • Demonstrate social responsibility through ethical practices, showing awareness and respect for others and their differences, and supporting initiatives to promote diversity and inclusion in the workplace.

What You’ll Need

  • At least a year of customer service experience
  • High school diploma or GED
  • Proficiency with Microsoft Office suite of applications; must be technically savvy
  • Effective communication skills, both written and verbal
  • Desire to learn and grow in a team environment with the ability to respond positively to change, embracing challenges
  • Home-office environment, internet connection, USB headset, router, modem, webcam, and a computer system that meets VIPdesk Connect remote office policies and maintenance requirements.
  • While this is a work-from-home opportunity, you must currently reside in one of these states: AR, AZ, FL, GA, IN, KY, MD, NC, NM, NV, OH, SC, TN, TX, UT, VA, or WI

Preferred Qualifications

  • Experience in a fast-paced call center environment
  • Experience working with a customer service ticketing system (e.g., Zendesk, Talkdesk, SalesForce) desired
  • Previous remote work experience
  • Experience in the bridal, formalwear, or wedding industry

Benefits
• 100% Remote/Work-from-home

Employment consideration is subject to successfully passing pre-screening assessment(s), meeting home office system requirements, and pre-employment background checks.

VIPdesk Connect is proud to be an equal opportunity employer, M/F/D/V

Company Description

VIPdesk, a premium provider of outsourced customer experience solutions, utilizes a remote team of customer service professionals located throughout the U.S., to provide customer service for amazing brands looking to elevate the customer experience. As a certified B-Corp, woman-owned corporation, and Top Workplace winner, VIPdesk is on a mission to elevate the human experience. Talented team members of VIPdesk not only excel in delivering superior customer service but are passionate ambassadors of the brands they serve. VIPdesk’s suite of services includes outsourced customer service from traditional to digital contact channels, full AI and assisted AI solutions, CX Insights, social media management, back-office support, and customer experience consulting.

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