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Remote Series 7 66 Jobs (NOW HIRING)

Financial Consultant

Cleveland, OH ยท Remote

$112K/yr

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 ...

Series 66 Tutor

Baton Rouge, LA ยท Remote

$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 ...

Series 66 Tutor

Lynn, MA ยท Remote

$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 ...

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 ...

Series 66 Tutor

Binghamton, NY ยท Remote

$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 ...

Series 66 Tutor

Washington, DC ยท Remote

$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 ...

Series 66 Tutor

Columbus, OH ยท Remote

$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 ...

Series 66 Tutor

MA ยท Remote

$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 ...

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 ...

Series 66 Tutor

Westfield, NJ ยท Remote

$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 ...

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 ...

Series 66 Tutor

Ames, IA ยท Remote

$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 ...

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 ...

Series 66 Tutor

Newton, MA ยท Remote

$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 ...

Series 66 Tutor

Tucson, AZ ยท Remote

$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 ...

Series 66 Tutor

Paramus, NJ ยท Remote

$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 ...

Series 66 Tutor

Valparaiso, IN ยท Remote

$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 ...

Series 66 Tutor

LA ยท Remote

$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 ...

Series 66 Tutor

Glen Cove, NY ยท Remote

$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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Remote Series 7 66 information

See salary details

$59K

$127.8K

$230.5K

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

As of Jun 16, 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 to make $1000 a week remote?

For a Remote Series 7 and 66 licensed financial professional, earning $1000 a week typically involves building a client base, providing investment advice, and earning commissions or fees. Success depends on experience, sales skills, and regulatory compliance, often requiring strong communication and marketing strategies to generate consistent income remotely.

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 job makes $10,000 a month without a degree?

A Remote Series 7 and 66 licensed financial advisor or broker can potentially earn $10,000 or more per month through commissions and fees, especially with experience and a strong client base. Success in this field often requires passing licensing exams, building a network, and working independently or for a firm, without necessarily needing a college degree.

What jobs can you do with a Series 7 and 66?

With a Series 7 and 66 license, you can work as a financial advisor, securities representative, or investment consultant, providing clients with investment advice, selling securities, and managing portfolios. These licenses qualify you to work in roles that involve trading, financial planning, and client relationship management in the securities industry.

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 is the salary for a Series 7 and 66?

The salary for professionals holding Series 7 and 66 licenses varies based on experience, location, and employer, but typically ranges from $60,000 to $100,000 annually. Many also earn commissions or bonuses based on sales performance, especially in financial advisory roles. Entry-level positions may start lower, while experienced advisors can earn significantly more with client base growth.

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:
Infographic showing various Remote Series 7 66 job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 87% Full Time, 1% Part Time, and 11% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $127,750 per year, or $61.4 per hour.

Financial Consultant

VeeRteq Solutions Inc.

Cleveland, OH โ€ข Remote

$112K/yr

Full-time

Posted 28 days ago


Job description

Job Title:ย Financial Consultant

Location: Remote
Salary: $112500/Yearly

Prioritized Must Have Skills for the Financial Consultant:

#1. Must haveย Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.

#2.ย Must have at least 5 yearsโ€™ experience as a Financial Sales consultant.

#3.ย Must be able to build a book of business

#4.ย 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:

  • Bachelorโ€™s degree or higher
  • 5+ yearsโ€™ 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