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How much do finra series 66 jobs pay per year?

As of Aug 7, 2026, the average yearly pay for finra series 66 in the United States is $95,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $110,500.00 per year, depending on experience, location, and employer.

What is a Finra Series 66?

A FINRA Series 66 job typically refers to a role in financial advising or investment management that requires the Series 66 license. This license, issued by the North American Securities Administrators Association (NASAA) and administered by FINRA, allows professionals to act as both securities agents and investment advisor representatives. Common roles include financial advisors, wealth managers, and investment consultants. To obtain the license, candidates must pass the Series 66 exam and also hold the Series 7 license.

What jobs can I get with a Finra Series 66 license?

A Finra Series 66 license qualifies individuals for roles such as financial advisor, investment consultant, or securities agent. These positions involve providing financial planning, investment advice, and selling securities, often requiring knowledge of compliance and client management. The license is typically combined with other certifications like the Series 7 for broader responsibilities.

What types of career paths can I pursue after obtaining my Series 66 license?

With a Series 66 license, you are qualified to work as an investment advisor representative or securities agent, allowing you to provide comprehensive investment advice and manage client portfolios. Many professionals use this as a stepping stone into roles such as financial advisor, wealth manager, or portfolio analyst, with opportunities to specialize based on your interests and additional certifications. You’ll often work on a team with other advisors, compliance professionals, and client service staff, gaining collaborative experience and industry exposure. Career advancement can come from building a strong client base, developing niche expertise, or progressing into leadership and management positions within a financial services firm.

What are the key skills and qualifications needed to thrive in the Finra Series 66 position, and why are they important?

To thrive in a role requiring the FINRA Series 66 license, you need a solid understanding of investment products, financial regulations, and client portfolio management, often supported by a relevant bachelor's degree and other FINRA or state securities licenses. Familiarity with financial planning software, CRM platforms, and compliance monitoring systems is important, as is maintaining current licensure through continuing education. Strong interpersonal communication, attention to detail, and ethical judgment are essential soft skills for building trust and providing tailored advice. These skills and qualifications are crucial for serving clients effectively, adhering to regulatory standards, and driving success in a competitive financial advisory environment.

More about Finra Series 66 jobs
What are the most commonly searched types of Finra Series 66 jobs? The most popular types of Finra Series 66 jobs are:
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Finra Series 66 jobs near you
Infographic showing various Finra Series 66 job openings in the United States as of August 2026, with employment types broken down into 75% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $95,687 per year, or $46 per hour.

VP, Wealth Management Advisor - Seattle, WA

Fidelity Investments

Seattle, WA • On-site

$96K - $210K/yr

Full-time

Medical, Retirement, PTO

Posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies. These plans focus on future goals and cash flow needs through sound and efficient savings, investment, and tax strategies. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
  • A sound understanding of the Broker/Dealer and RIA marketplace
  • Bachelor's Degree required
  • Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
  • Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products, paired with strong communication skills and executive presence
  • Extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
  • An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results

The Team
Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working as a dedicated team of specialists, Private Wealth Management takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. Through deep client relationships, the team delivers comprehensive wealth management solutions tailored to evolving financial needs. Responsibilities include developing investment strategies, conducting ongoing portfolio reviews, and aligning financial plans with retirement, tax, estate, and wealth preservation objectives. In partnership with financial planning, investment, and service professionals, Private Wealth Management delivers an integrated client experience while fostering long-term relationships and driving business growth.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $96,000-$210,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Sales

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