ZipRecruiter

Log In

2

Series 65 Remote Jobs (NOW HIRING)

Equitable

Financial Professional Advisor (REMOTE)

$47K/yr

... offers a remote work schedule that allows you to stay fully engaged with your team to provide ... Active FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to ...

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

... offers a remote work schedule that allows you to stay fully engaged with your team to provide ... Active FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to ...

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

Active Series 65 or equivalent registration * Proven experience advising high-net-worth or mass ... Remote and flexible work environment * Venture-backed, growth-stage firm Why This Role This ...

Eden Capital Careers

Head of Distribution

Opa Locka, FL · On-site +1

$300K/yr

Miami, Florida (preferred) Remote considered with travel Employment Type: Full-time Compensation ... Series 65 license. * Experience with alternative investment platforms or wealth-tech ecosystems.

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

$125K/yr

Supportive, collaborative team environment Remote work after training and licensing. Elevate Your ... Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) * Bachelor's degree preferred ...

Boutique Recruiting

Advisor

Bellevue, WA · On-site +1

$150K - $175K/yr

Series 65 (or equivalent) certification * Primarily on-site, remote option available for non-local candidates * Professional designation (CFP ® , CFA, CPA, JD) is preferred * Bachelor's degree is ...

Professions Inc

Senior Wealth Advisor

Manhattan, NY · Remote

This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and ... Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 & 66 ...

Foster Klima

Entry-Level Financial Advisor

Hopkins, MN · Remote

$105K/yr

Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Licensed (Life & Health, SIE, Series 7, Series 65/66) * Bachelors degree preferred About Company ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... A Series 65 FINRA License (required). * 3-5 years of experience in financial planning or investment ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... A Series 65 FINRA License (required). * 3-5 years of experience in financial planning or investment ...

next page

Showing results 1-20

All JobsSeries 65 JobsSeries 65 Remote Jobs

Series 65 Remote information

See salary details

$11

$27

$45

How much do series 65 remote jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for series 65 remote in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 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.
More about Series 65 Remote jobs
What cities are hiring for Series 65 Remote jobs? Cities with the most Series 65 Remote job openings:
What are the most commonly searched types of Series 65 jobs? The most popular types of Series 65 jobs are:
What states have the most Series 65 Remote jobs? States with the most job openings for Series 65 Remote jobs include:
What job categories do people searching Series 65 Remote jobs look for? The top searched job categories for Series 65 Remote jobs are:
Series 65 Remote jobs near you
Financial Professional Advisor (REMOTE)

Financial Professional Advisor (REMOTE)

Equitable

Remote

$47K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Job Number: 10102
Job Number: 260000C4
External Description: About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In Your Potential! At Equitable Advisors, you'll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security.
Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice-all while developing the foundation for an entrepreneurially driven career path.
What You'll Be Doing
As a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:
  • Proactively connect with clients via phone, email, and chat to provide timely support and guidance
  • Serve as a single point of contact, coordinating Equitable's full range of resources to address client needs efficiently and effectively
  • Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
  • Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
  • Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary for this position is $47,500. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
  • A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
  • Active FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to obtain within 180 days of employment
  • Life Insurance license OR ability to obtain within 30 days of employment
  • 2 years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client-focused environment

Preferred Qualifications
  • Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
  • Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset

Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Community / Marketing Title: Financial Professional Advisor (REMOTE)
Location_formattedLocationLong:

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

View All Equitable Jobs

Apply