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Series 65 Remote Jobs in Springfield, PA (NOW HIRING)

Horace Mann

Financial Advisor (Hybrid)

Cherry Hill, NJ · On-site +1

... Series 65/63 • Life and Health insurance licenses preferred • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner ...

Osaic

Sr. Financial Planning Strategist

Berwyn, PA · On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

Active Series 7 and Series 66 (or equivalent) * 7+ years of experience in financial services. You ... floating remote days per year (contractor at the house? Doctor's appointment? Work from home.

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All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Springfield, PA

Series 65 Remote information

See Springfield, PA salary details

$10

$26

$43

How much do series 65 remote jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for series 65 remote in Springfield, PA is $26.12, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $27.64 per hour, depending on experience, location, and employer.

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 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 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 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 jobs can you do with Series 65?

A Series 65 license qualifies individuals to work as investment adviser representatives, financial planners, or wealth managers. These roles involve providing financial advice, managing client portfolios, and offering investment strategies, often requiring strong knowledge of securities, regulations, and client needs. The license allows professionals to operate independently or within financial firms, typically in a client-facing, advisory environment.

What job categories do people searching Series 65 Remote jobs in Springfield, PA look for?

The top searched job categories for Series 65 Remote jobs in Springfield, PA are:

What cities near Springfield, PA are hiring for Series 65 Remote jobs?

Cities near Springfield, PA with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Springfield, PA as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $54,321 per year, or $26.1 per hour.

Financial Advisor (Hybrid)

Cherry Hill, NJ • On-site, Remote

Horace Mann
Art Supply Stores • 1 - 10 employees
Learn more about Horace Mannexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

BCG Securities is part of the Horace Mann family of companies.
Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities
We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment.
BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans.
We understand that today's advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways.
At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth.
Compensation Structure:
This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities.
What We Offer
At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support.
We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including:
• Comprehensive medical, dental, and vision coverage
• 401(k) with company match
• Life insurance and long-term disability coverage
• Retirement plan support and resources
• Internal support staff and operational assistance
• Practice-management support
• Planning and investment resources
• Ongoing training and professional development opportunities
• Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
• A team-oriented culture focused on advisor success and long-term client relationships
Why Advisors Choose BCG Securities
Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice.
Advisors have access to:
• Retirement plan support and resources
• Wealth management, investment, insurance, and financial planning solutions
• Internal support staff and planning resources
• Practice-management support
• Collaboration across operations, investments, insurance, retirement plans, and client service teams
• Training and professional development opportunities
• A team-oriented culture focused on long-term advisor success
This opportunity may be a strong fit for advisors interested in:
• Building long-term client relationships
• Expanding financial planning and wealth management conversations
• Supporting retirement plan participants and employer relationships
• Growing across investments, retirement planning, and insurance solutions
• Working independently while leveraging a collaborative support structure
Key Responsibilities
• Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance
• Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies
• Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve
• Discuss insurance and annuity solutions, where appropriate, as part of the planning process
• Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable
• Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions
• Build and manage strong client relationships through consistent communication, service, and follow-through
• Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience
Position Requirements
• Bachelor's degree
• Minimum of 3 years of experience as a Financial Advisor
• Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63
• Life and Health insurance licenses preferred
• Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required
• Strong client relationship management skills
• Excellent verbal and written communication skills
• Ability to work independently and collaboratively while managing multiple priorities
• Commitment to ethical conduct, regulatory compliance, and client-focused service
Additional Compensation Information
Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies.
All applications will be handled confidentially.
#LI-JC1
#vizi#
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
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