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Full Time Finra Series 66 Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

$76K/yr

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal ...

Principal

Entry-Level Financial Advisor

Grand Rapids, MI · On-site

$100K/yr

What We Offer - Sponsorship for FINRA Series 7 and Series 66 licensing - Comprehensive training and onboarding program - Mentorship from experienced financial professionals - AI-powered prospecting ...

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Full Time Finra Series 66 information

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$75K

$95.7K

$128K

How much do full time finra series 66 jobs pay per year?

As of Aug 13, 2026, the average yearly pay for full time 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 the difference between Full Time Finra Series 66 vs Full Time Finra Series 7?

AspectFull Time Finra Series 66Full Time Finra Series 7
CertificationsSeries 66 (combined with Series 7 for certain roles)Series 7 (general securities representative)
Work EnvironmentFinancial advisory, securities sales, complianceSecurities brokerage, trading, client account management
Employer & IndustryBroker-dealers, investment advisory firmsBroker-dealers, investment firms, banks

The Series 66 and Series 7 are both essential licenses in the securities industry. The Series 66 often complements the Series 7, which is more focused on securities trading and sales. While the Series 7 qualifies individuals to sell a broad range of securities, the Series 66 emphasizes state law and regulations for financial advising. Many professionals obtain both to expand their roles in securities and advisory services.

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Full Time Finra Series 66 jobs near you
Infographic showing various Full Time Finra Series 66 job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $95,687 per year, or $46 per hour.

Sr. Associate Financial Planner - FINRA Series 7 and Series 66

Talent Search PRO

Bellevue, WA

$75K - $83K/yr

Full-time

Re-posted 4 days ago

Job description

Sr. Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66)

Location: Bellevue, WA
Salary: $75,000 - $83,000

What's In It for You?

• Work directly with high-net-worth clients and experienced financial planners
• Gain exposure to comprehensive wealth management and financial planning strategies
• Participate in portfolio management, investment research, and financial planning initiatives
• Contribute to Investment Committee activities and portfolio decision-making
• Opportunity to independently manage client relationships and grow professionally
• Collaborative environment with mentorship from senior planning and investment professionals
• Long-term career path within a growing wealth management practice

Overview

Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development. This role combines client-facing responsibilities with portfolio management, investment research, and planning implementation.

What You Will Be Doing

• Assist in preparing for and participating in client meetings
• Analyze client financial situations and develop planning recommendations
• Prepare meeting agendas, financial planning documents, and investment policy statements
• Coordinate implementation of planning strategies with external professionals when necessary
• Manage ongoing client relationships and provide exceptional client service
• Assist with trading, rebalancing, tax-loss harvesting, and portfolio maintenance activities
• Conduct investment and fund research under the guidance of senior investment leadership
• Support Investment Committee initiatives and portfolio review processes
• Monitor client portfolios and asset allocations to ensure alignment with objectives
• Maintain accurate client records and planning documentation

What You Will Need

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA Series 7 and Series 66 licenses (or recognized equivalents)
• CFP® designation or other relevant financial planning credential
• Experience supporting financial planning and wealth management clients
• Strong financial analysis and investment knowledge
• Excellent attention to detail and organizational skills
• Ability to work independently and manage multiple priorities
• Strong communication and relationship-building abilities

Ideal Candidate

A wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships.