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Remote Series 6 Jobs (NOW HIRING)

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Prioritized Must Have Skills for the Financial Consultant: #1. Must have Series 6, 63, & 65 or ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...

Relevante, Inc.

Financial Consultant

Syracuse, NY · On-site +1

$112K/yr

Prioritized Must Have Skills for the Financial Consultant: #1. Must have Series 6, 63, & 65 or ... Remote role but MUST be New York resident. * No Schwab employees! * In office opportunity. * No ...

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Remote Series 6 information

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How much do remote series 6 jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for remote series 6 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.

What is a Remote Series 6?

Remote Series 6 jobs are positions that allow professionals to work from home or another remote location while utilizing their Series 6 license, which qualifies them to sell certain investment products like mutual funds, variable annuities, and insurance products. These roles often involve working as a financial advisor, customer service representative, or sales representative for financial institutions. Remote Series 6 professionals typically provide client support, process transactions, and offer investment advice over the phone or online. The flexibility of remote work makes these jobs appealing to those seeking a better work-life balance while still maintaining a career in the financial services industry.

How does working as a Remote Series 6 differ from an in-office role in terms of daily responsibilities and team collaboration?

As a Remote Series 6 representative, you'll spend most of your day handling client inquiries, processing mutual fund transactions, and providing information on variable annuities via phone or digital channels. While you won't have face-to-face interactions, you'll collaborate closely with your team through virtual meetings, instant messaging, and shared platforms to ensure consistent client service. Remote roles often require greater self-discipline and proactive communication, but employers typically provide robust digital tools and regular check-ins to maintain a supportive environment. This setup allows for flexibility but also demands strong organizational skills to manage tasks independently.

What are the key skills and qualifications needed to thrive as a Remote Series 6 financial representative, and why are they important?

To excel as a Remote Series 6 Financial Representative, you need a comprehensive understanding of investment products, securities regulations, and a valid FINRA Series 6 license. Familiarity with CRM platforms, financial planning software, and digital communication tools is essential for managing client relationships and transactions remotely. Outstanding interpersonal skills, self-motivation, and the ability to explain complex financial concepts clearly are critical soft skills in this role. These abilities are vital for building client trust, ensuring regulatory compliance, and achieving sales goals in a virtual environment.

What is the difference between Remote Series 6 vs Remote Series 7?

FeatureRemote Series 6Remote Series 7
CertificationsSeries 6 LicenseSeries 7 License
Work EnvironmentRemote, client-facing, financial firmsRemote, financial advisory firms
Industry UsageEntry to mid-level financial servicesAdvanced financial advising and trading
Job ResponsibilitiesClient communication, basic investment productsComprehensive investment planning, trading

The main difference between Remote Series 6 and Remote Series 7 lies in their certification requirements and job scope. Series 6 is suitable for entry-level roles focusing on mutual funds and insurance products, while Series 7 is more advanced, allowing for broader securities trading and investment advising. Employers often require Series 6 for basic client interactions and Series 7 for more complex financial services, making Series 7 roles more comprehensive and specialized.

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Infographic showing various Remote Series 6 job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Financial Consultant

Cleveland, OH • On-site, Remote

Relevante, Inc.
Recruiting and Staffing Services • 201 - 500 employees
Learn more about Relevante, Inc.external

$112K/yr

Full-time

Medical, Dental

Re-posted 8 days ago

Job description

Salary: $112,500.00
We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested.
Prioritized Must Have Skills for the Financial Consultant:
#1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
#2. Must have at least 5 years' experience as a Financial Sales consultant.
#3. Must be able to build a book of business
#4. No more than 3 jobs in the past 10 years.
Responsibilities of the Financial Consultant:
Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
  • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
  • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
  • Work with the advisory team to implement investment plans and coordinate adjustments
  • Monitor client investment portfolios and performance
  • Communicate insights for clients regarding essential contributors and detractors
  • Advise high net worth clients as needed and consult mid-market institutional clients
  • Coordinate the creation of detailed wealth management plans for individuals
  • Organize the creation consulting reports for institutions
  • Help present plans to clients effectively and clearly
  • Actively seek new business opportunities
  • Develop essential knowledge of our financial planning software and technology
  • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
  • Participate in regular internal meetings
  • Work on a schedule that best suits client needs

Requirements of the Financial Consultant:
  • Bachelor's degree or higher
  • 5+ years' relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
  • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
  • A proven record of achieving new business a plus

Other Key Requirements:
  • Remote role but MUST be Cleveland resident.
  • No Schwab employees!
  • In office opportunity.
  • No sponsorships or visa holders. No Corp to Corp.

Benefits of the Financial Consultant:
  • Medical Insurance
  • Dental Insurance
  • Profit Sharing

About Relevante, Inc. - the Recruiting Firm Representing the Client for this Job
Relevante is an Outplacement Services and Direct Hire recruiting firm. We help our clients provide a soft landing for existing employees, consistent with their statement of values. We also help leading companies find the best talent for their mission critical positions. Our Clients are some of the best companies to work for in the US. Relevante has been consistently identified as one of the most innovative Outplacement Services and Recruiting firms. To stay connected with our network, please follow us on LinkedIn https://www.linkedin.com/company/relevante.

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