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Remote Series 7 66 Jobs (NOW HIRING)

Varsity Tutors

Series 66 Tutor

Jacksonville, FL · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Binghamton, NY · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Newton, MA · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Washington, DC · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Lynn, MA · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

MA · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

White Plains, NY · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Baton Rouge, LA · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Westfield, NJ · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Columbus, OH · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Oklahoma City, OK · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Winston Salem, NC · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Ames, IA · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Raleigh, NC · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Logan, UT · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Starkville, MS · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

NE · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

Varsity Tutors

Series 66 Tutor

Arlington, TX · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

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All JobsSeries 7 66 JobsRemote Series 7 66 Jobs

Remote Series 7 66 information

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$59K

$127.8K

$230.5K

How much do remote series 7 66 jobs pay per year?

As of Jul 15, 2026, the average yearly pay for remote series 7 66 in the United States is $127,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $161,500.00 per year, depending on experience, location, and employer.

How do remote Series 7/66 professionals collaborate with team members and clients effectively?

Remote Series 7/66 professionals often use secure digital platforms to communicate and collaborate with both colleagues and clients. Regular video meetings, real-time chat, and shared document tools help maintain strong teamwork and client relationships despite the lack of in-person contact. Adapting to remote compliance procedures and staying updated on industry regulations are also important, as is proactive communication to ensure client needs are understood and met. Building trust virtually requires strong organizational skills and responsiveness.

What are Remote Series 7 66 jobs?

Remote Series 7 66 jobs are financial advisor or investment representative roles that require candidates to hold both the FINRA Series 7 and Series 66 licenses. These jobs involve providing investment advice, managing client portfolios, and executing trades, all while working remotely from home or another location outside a traditional office. The Series 7 license allows professionals to sell a broad range of securities, while the Series 66 qualifies them as both securities agents and investment advisor representatives. Remote positions in this field often include roles with brokerage firms, banks, or independent advisory companies.

What are the key skills and qualifications needed to thrive as a Remote Series 7/66 Financial Advisor, and why are they important?

To excel as a Remote Series 7/66 Financial Advisor, you need in-depth knowledge of financial products, investment strategies, and regulatory compliance, supported by active Series 7 and Series 66 licenses. Familiarity with CRM platforms, financial planning software, and digital communication tools is typically required. Strong interpersonal skills, self-motivation, and the ability to build trust remotely help you stand out in client engagement and retention. These competencies are crucial for providing effective, compliant financial advice and maintaining strong client relationships in a virtual environment.

What is the difference between Remote Series 7 66 vs Remote Financial Advisor?

AspectRemote Series 7 66Remote Financial Advisor
CertificationsSeries 7 and 66 licensesSeries 7, 66, and often CFP or CFA
Work EnvironmentFinancial firms, brokerage housesIndependent or firm-based, client-facing
Industry UsageBrokerage and securities industryFinancial planning and wealth management

The Remote Series 7 66 role primarily involves securities trading and brokerage activities, requiring specific licenses. In contrast, a Remote Financial Advisor focuses on comprehensive financial planning, often holding additional certifications. While both work in the financial industry and may operate remotely, the Series 7 66 is more focused on trading, whereas the Financial Advisor provides personalized financial advice.

More about Remote Series 7 66 jobs
What cities are hiring for Remote Series 7 66 jobs? Cities with the most Remote Series 7 66 job openings:
What are the most commonly searched types of Series 7 66 jobs? The most popular types of Series 7 66 jobs are:
What states have the most Remote Series 7 66 jobs? States with the most job openings for Remote Series 7 66 jobs include:
What job categories do people searching Remote Series 7 66 jobs look for? The top searched job categories for Remote Series 7 66 jobs are:
Remote Series 7 66 jobs near you
Infographic showing various Remote Series 7 66 job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, and 10% Contract. Highlights an 100% Remote job distribution, with an average salary of $127,750 per year, or $61.4 per hour.

Financial Consultant

VeeRteq Solutions Inc.

Cleveland, OH • Remote

$112K/yr

Full-time

Re-posted 26 days ago

Job description

Job Title: Financial Consultant

Location: Remote
Salary: $112500/Yearly

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