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Series 65 Remote Jobs (NOW HIRING)

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 ...

San Blas Securities

$100K - $300K/yr

Series 7 (6) and 63 licenses are required * Self-starter with a strong work ethic and ability to ... Remote (work from home/own office) position. Powered by JazzHR lCJhIZYe4J

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Series 65 Remote information

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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.
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Series 65 Remote jobs near you
Financial Advisor Series 7, 65 or 66

Financial Advisor Series 7, 65 or 66

San Blas Securities

Saint Paul, MN • Remote

$100K - $300K/yr

Full-time

Re-posted 21 days ago

Job description

About San Blas Securities:
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
  • Privately owned, well capitalized and strong balance sheet for our size
  • Experienced senior management team
  • Over $1 Billion of Customer Assets under management
  • In-house CIO
  • Top Tier Clearing, Custody and Technology
  • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
  • Onboarding Incentives including upfront forgivable transition loans
  • Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success.  This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
  • BD, RIA, and Insurance Platforms
  • We will consider both W2 and 1099 affiliations
  • Custody & Clearing with RBC & Schwab
  • We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
  • 5+ years of proven success
  • Series 7 (6) and 63 licenses are required
  • Self-starter with a strong work ethic and ability to work independently
  • Portable existing client relationships are a requirement

San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
 

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