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On Call Finra Series 66 Jobs (NOW HIRING)

Jobtailor

Senior Director, Wealth Management

Roseland, NJ · On-site

$120 - $180/hr

FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10 Core Competencies Demonstrates expertise in Wealth Management, focusing on client relationship ...

Jobtailor

Investment Consultant

Tukwila, WA · On-site

$70 - $110/hr

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire * Ability to present complex solutions to a knowledgeable client base while building ...

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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All Jobson call JobsOn Call Finra Series 66 Jobs

On Call Finra Series 66 information

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$22.5K

$57.6K

$83.5K

How much do on call finra series 66 jobs pay per year?

As of Aug 23, 2026, the average yearly pay for on call finra series 66 in the United States is $57,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $73,500.00 per year, depending on experience, location, and employer.

What is the difference between On Call Finra Series 66 vs On Call Finra Series 7?

AspectOn Call Finra Series 66
Required CredentialsFinra Series 66 license, often combined with Series 7
Work EnvironmentFinancial advisory, securities firms, brokerage firms
Employer & Industry UsageUsed by financial professionals providing investment advice and securities transactions
Common Search & ComparisonOften compared due to overlapping licensing requirements and job functions

The On Call Finra Series 66 and Series 7 licenses are both essential for securities professionals. Series 66 qualifies individuals as both securities agents and investment advisor representatives, while Series 7 allows for broader securities trading. The Series 66 often complements the Series 7, and many professionals hold both licenses to perform a wide range of financial services.

What cities are hiring for On Call Finra Series 66 jobs?

Cities with the most On Call Finra Series 66 job openings:

What are the most commonly searched types of Finra Series 66 jobs?

The most popular types of Finra Series 66 jobs are:

What states have the most On Call Finra Series 66 jobs?

States with the most job openings for On Call Finra Series 66 jobs include:

On Call Finra Series 66 jobs near you

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

Talent Search PRO

Bellevue, WA • On-site

$75K - $83K/yr

Full-time

Re-posted 15 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.