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Series 6 63 Jobs (NOW HIRING)

VeeRteq Solutions Inc.

Financial Consultant

Cleveland, OH · 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 ...

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All JobsSeries 6 63 Jobs

Series 6 63 information

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$11K

$78.3K

$118K

How much do series 6 63 jobs pay per year?

As of Jul 27, 2026, the average yearly pay for series 6 63 in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is a Series 6 63 job?

A Series 6 and 63 job typically involves selling and advising clients on investment products like mutual funds and variable annuities. The Series 6 license, issued by FINRA, allows professionals to sell these securities, while the Series 63 license, required by most states, ensures compliance with state laws. Professionals in these roles often work as financial advisors, investment representatives, or insurance agents. They help clients make informed investment decisions while following industry regulations and ethical guidelines.

What kind of jobs can you get with a Series 6 license?

A Series 6 license qualifies individuals to work as registered representatives in roles such as mutual fund, variable annuity, and insurance product sales. These professionals typically work in financial advisory firms, banks, or insurance companies, providing investment and financial planning services to clients. The license allows for selling packaged investment products but does not permit selling individual stocks or bonds without additional licenses.

What is the average salary for a Series 63?

The average salary for a Series 63 licensed securities agent typically ranges from $50,000 to $70,000 annually, depending on experience, location, and the employer. Many professionals also earn commissions or bonuses based on sales performance, and the role often requires strong knowledge of state securities regulations and client management skills.

What types of clients and financial products will I typically work with in a Series 6 63 role?

In a typical Series 6 63 position, you'll primarily serve individuals and families interested in investment products like mutual funds, variable annuities, and insurance-based securities. Your work involves guiding clients through financial planning decisions, making suitable product recommendations, and ensuring all transactions comply with regulatory standards. You may also handle account rollovers, process new applications, and conduct follow-ups to address client needs or changes in their circumstances. Most roles foster collaboration with other financial professionals and support staff, providing a team-oriented environment to help you succeed and grow. As you build experience and a client base, opportunities for advancement into senior advisory or management roles often become available.

What can I do with my Series 6 and 63?

With a Series 6 and 63 license, you can sell mutual funds, variable annuities, and other investment products to clients, primarily in the securities industry. These licenses qualify you to work as a financial representative or broker-dealer agent, providing investment advice and services within a regulated environment. Having both licenses allows you to offer a broader range of financial products and services to clients.

What are the key skills and qualifications needed to thrive in the Series 6 63 position, and why are they important?

To thrive as a Series 6 63 licensed professional, you need a deep understanding of investment products, securities regulations, and customer account management, along with passing the FINRA Series 6 and Series 63 exams. Familiarity with financial planning software, CRM platforms, and compliance tracking tools is often required. Outstanding interpersonal communication, ethical judgment, and the ability to clearly explain complex financial concepts help set top performers apart. These skills are crucial for building client trust, ensuring compliance, and successfully guiding clients in their investment decisions within a regulated environment.

What does a series 63 allow me to do?

A Series 63 license allows a securities professional to operate as a state-registered securities agent, including selling securities and providing investment advice within a specific state. It is often required alongside other licenses, such as the Series 6, to conduct a full range of securities transactions and client interactions. The exam covers state securities regulations, ethical practices, and registration procedures.
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Series 6 63 jobs near you
Infographic showing various Series 6 63 job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 14% Part Time, 1% Temporary, and 13% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Financial Services Representative (Series 6/63/65 Preferred)

Lee Hudson - State Farm Agency

Virginia Beach, VA

Full-time

Posted 9 hours ago

Job description

As a Financial Services Representative - State Farm Agent Team Member with Lee Hudson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory services. This is an in-office position; you must be able to commute to our Virginia Beach, VA agency location.

RESPONSIBILITIES

  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

BENEFITS

  • Base Salary
  • Bonus based on performance
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance
QUALIFICATIONS

  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 6, 63, and 65 licenses.
  • Flexible work from home options available.