ZipRecruiter

Log In

2

Series 65 Remote Jobs (NOW HIRING)

Financial Solution Advisors, LLC

Be Seen First

Senior Tax Manager

Jacksonville, FL · Remote

$120K - $140K/yr

UltraTax, PFS, CFP ® , Series 65, and multi-state experience are a plus Compensation & Benefits ... Flexible scheduling and hybrid/remote work * CPA license reimbursement and continuing education

Transamerica

Sales Desk Consultant - TFA

$73K - $90K/yr

FINRA Series 6 or 7 * FINRA Series 65 or 66 * Excellent communication, presentation, and ... Remote Environment * Moderate Travel 10 to 25% * Travel to meet with field agents and attend ...

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 ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

Series 65 licensed is preferred but not required. * CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Series 65 and Life & Health licenses required (minimum). * 3+ years of experience in financial advising or planning. * Proven ability to independently conduct data-gathering, planning, and client ...

previous page

Showing results 41-60

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 Aug 6, 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.

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.
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
Infographic showing various Series 65 Remote job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 6% In-person, and 94% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Wealth Solutions Investment Advisor

Empower Annuity Insurance Company of America

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Empower rating

7.8

Company rating: 7.8 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

96th of 150 rated financial services

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Wealth Solutions - Investment Advisor supports Empower's Wealth Solutions organization by guiding clients through the initial steps of achieving their financial goals. This advisory role is designed for licensed investment professionals who are building a career in wealth management. Through direct client engagement, mentorship, and hands-on experience with Empower's holistic financial planning process, Investment Advisors develop the knowledge and skills needed to progress into Senior Financial Advisor roles. Working primarily with clients who have less than $100,000 in total assets, Investment Advisors introduce clients to Empower's advisory experience, assist with consolidating outside assets, and establish the foundation for long-term financial relationships.
What You Will Do
  • Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions aligned with client objectives
  • Guide clients through the onboarding process into Empower's Wealth Solutions program, including account opening and asset consolidation
  • Utilize Salesforce CRM, Empower's digital planning tools, and other technology platforms to document client interactions, manage opportunities, and execute follow-up activities
  • Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions as financial needs become more complex
  • Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions
  • Maintain current knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings
  • Meet or exceed established activity, client engagement, and conversion goals that support client growth and retention
  • Participate in coaching, training, licensing, and ongoing professional development programs to strengthen advisory capabilities
  • Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements
  • Perform other duties as assigned in support of departmental and organizational objectives

What You Will Bring
  • Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
  • Active FINRA Series 7 license required
  • Active FINRA Series 63 and Series 65 licenses, or Series 66, required
  • FINRA Fingerprinting required
  • State Life and Health Insurance License preferred
  • Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred
  • Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable
  • Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience
  • Experience using CRM systems, preferably Salesforce, and financial planning technology
  • Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment
  • Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance
  • Passion for helping clients build financial confidence and achieve their long-term financial goals

What Will Set You Apart
  • Experience in wealth management, investment advisory services, retirement planning, or financial planning
  • Demonstrated success building client relationships and achieving client engagement or business development goals
  • Knowledge of retirement products, advisory solutions, and financial planning concepts
  • Ability to navigate change and thrive in a collaborative, team-oriented environment
  • Commitment to continuous learning and long-term career growth within Wealth Solutions

#PJPW2
#LI-Remote
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
  • Medical, dental, vision and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time - 16 hours per calendar year
  • Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range
$50,300.00 - $69,125.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-08-2026
Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower's free newsletter.

What Empower employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply