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Remote Series 7 66 Jobs (NOW HIRING)

Varsity Tutors

Series 66 Tutor

Murfreesboro, TN · 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 ...

Varsity Tutors

Series 66 Tutor

MO · 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 ...

Varsity Tutors

Series 66 Tutor

Leesburg, VA · 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 ...

Varsity Tutors

Series 66 Tutor

IL · 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 ...

Varsity Tutors

Series 66 Tutor

AR · 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 ...

Varsity Tutors

Series 66 Tutor

Mount Vernon, NY · 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 ...

Varsity Tutors

Series 66 Tutor

WY · 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 ...

Varsity Tutors

Series 66 Tutor

Akron, OH · 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 ...

Varsity Tutors

Series 66 Tutor

Jersey City, NJ · 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 ...

Varsity Tutors

Series 66 Tutor

Lawrence, MA · 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 ...

Varsity Tutors

Series 66 Tutor

Fayetteville, AR · 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 ...

Varsity Tutors

Series 66 Tutor

Glen Cove, NY · 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 ...

Varsity Tutors

Series 66 Tutor

Waltham, MA · 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 ...

Varsity Tutors

Series 66 Tutor

Wilmington, NC · 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 ...

Varsity Tutors

Series 66 Tutor

Des Plaines, IL · 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 ...

Varsity Tutors

Series 66 Tutor

Virginia Beach, VA · 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 ...

Varsity Tutors

Series 66 Tutor

San Marcos, TX · 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 ...

Varsity Tutors

Series 66 Tutor

LA · 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

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$127.8K

$230.5K

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

As of Sep 12, 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.

What is a remote Series 7 66 job?

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.

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 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.

What jobs can I get with a Remote Series 7 66 license?

A Remote Series 7 and 66 license qualifies individuals for roles such as financial advisor, securities representative, or investment consultant. These positions typically involve client interaction, investment planning, and compliance with regulatory standards, often requiring knowledge of financial products and tools like CRM software. The licenses enable work in brokerage firms, financial advisory firms, and other investment-related environments, often in a remote or hybrid setting.
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Remote Series 7 66 jobs near you
Infographic showing various Remote Series 7 66 job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 85% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $127,750 per year, or $61.4 per hour.

Financial Consultant

Cleveland, OH • Remote

VeeRteq Solutions Inc.
See more jobs at VeeRteq Solutions Inc.external

$112K/yr

Full-time

Re-posted 25 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