ZipRecruiter

Log In

2

Remote Finra Series 66 Jobs (NOW HIRING)

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

The role is remote but does requires residing within commuting distance to an Investor Center or ... FINRA Series 7 and 66 obtained within 90-days of employment * Estate Planning, family wealth ...

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

The role is remote but does requires residing within commuting distance to an Investor Center or ... FINRA Series 7 and 66 obtained within 90-days of employment * Retirement, financial, investment ...

Transamerica

Sr Sales Supervision Principal

... or FINRA Series 66 (with Series 7), or obtain within 12 months from date of job entry date • ... • Remote Environment The Salary for this position generally ranges between $70,000-$80,000 ...

Huntington

NAC Service Specialist II

Columbus, OH · On-site +1

FINRA Series 6 and 63 * State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

NAC Service Specialist II

Cincinnati, OH · On-site +1

FINRA Series 6 and 63 * State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

NAC Service Specialist II

Cincinnati, OH · On-site +1

FINRA Series 6 and 63 State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

NAC Service Specialist II

Indianapolis, IN · On-site +1

FINRA Series 6 and 63 * State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

NAC Service Specialist II

Columbus, OH · On-site +1

FINRA Series 6 and 63 * State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

NAC Service Specialist II

Indianapolis, IN · On-site +1

FINRA Series 6 and 63 * State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

NAC Service Specialist II

Cincinnati, OH · On-site +1

FINRA Series 6 and 63 * State Health and Life, Series 7 and Series 66 or 63/65 required to be ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

FBL Financial Group

Compliance Field Advisor

This is a remote position. While not required, preferred locations include CO, IA, MN, NE, SD, UT ... Series 66 (or equivalent) preferred. * Must keep current with existing and pending FINRA, SEC and ...

Osaic

Branch Office Examiner

Scottsdale, AZ · On-site +1

$65K - $75K/yr

FINRA Series 24, FINRA Series 65 and/ or 66 preferred. #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most ...

next page

Showing results 1-20

All JobsFinra Series 66 JobsRemote Finra Series 66 Jobs

Remote Finra Series 66 information

See salary details

$73K

$118.8K

$174K

How much do remote finra series 66 jobs pay per year?

As of Jul 13, 2026, the average yearly pay for remote finra series 66 in the United States is $118,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,500.00 and $143,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working remotely in FINRA Series 66 roles, and how can they be addressed?

Remote FINRA Series 66 professionals often face challenges such as staying updated with regulatory changes, maintaining strong communication with clients and colleagues, and ensuring data security in a home office environment. To address these, it's important to establish regular check-ins with your team, participate in ongoing compliance training, and use secure technology solutions for client interactions. Proactively seeking feedback and leveraging digital collaboration tools can also help maintain productivity and client trust while working remotely.

What are the key skills and qualifications needed to thrive as a Remote FINRA Series 66 licensed professional, and why are they important?

To thrive as a Remote FINRA Series 66 licensed professional, you need a solid understanding of investment products, financial regulations, and advisory services, supported by passing the Series 66 exam and often holding a Series 7 license. Proficiency with financial planning software, CRM systems, and secure communication tools is typically required. Strong interpersonal skills, ethical judgment, and the ability to self-motivate are critical for building client trust and working independently. These skills ensure compliance, effective client management, and success in a remote financial advisory environment.

What is the difference between Remote Finra Series 66 vs Remote Finra Series 7?

AspectRemote Finra Series 66Remote Finra Series 7
CertificationsRequires Series 66; often paired with Series 7Requires Series 7; often paired with Series 66
Work EnvironmentFinancial advisory, compliance, and client consultationStock brokerage, trading, and securities sales
Employer & Industry UsageFinancial firms, RIAs, broker-dealersBrokerage firms, securities firms, trading platforms

The Remote Finra Series 66 and Series 7 are closely related securities licenses. Series 66 focuses on investment advisory and state registration, while Series 7 emphasizes securities trading and sales. Many professionals hold both to cover a broad range of financial services. The choice depends on your career focus—advisory vs. trading—and the specific requirements of your employer.

What is a Remote FINRA Series 66 professional?

A Remote FINRA Series 66 professional is an individual who has passed the Series 66 exam, qualifying them as both a securities agent and investment adviser representative, and works remotely rather than in a traditional office setting. The Series 66 license is required for those who wish to provide investment advice and sell securities in most states. Remote Series 66 professionals typically assist clients with financial planning, investment strategies, and regulatory compliance from a home or off-site office using digital tools and secure communication platforms.
More about Remote Finra Series 66 jobs
What cities are hiring for Remote Finra Series 66 jobs? Cities with the most Remote 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 Remote Finra Series 66 jobs? States with the most job openings for Remote Finra Series 66 jobs include:
What job categories do people searching Remote Finra Series 66 jobs look for? The top searched job categories for Remote Finra Series 66 jobs are:
Remote Finra Series 66 jobs near you
Infographic showing various Remote Finra Series 66 job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $118,836 per year, or $57.1 per hour.
Client Support Specialist - Greater San Diego, CA Area (REMOTE)

Client Support Specialist - Greater San Diego, CA Area (REMOTE)

Fidelity Investments

San Diego, CA • On-site, Remote

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 24 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego, Del Mar, Rancho Bernardo
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

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 $44,000-80,000 USD 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:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Customer Service

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply