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Series 6 63 information

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$11K

$78.3K

$118K

How much do series 6 63 jobs pay per year?

As of Aug 26, 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?

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 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 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 can I do with a Series 6 and 63?

A professional with Series 6 and 63 licenses can sell a range of investment products such as mutual funds, variable annuities, and packaged securities. These licenses qualify individuals to work as financial representatives, investment advisors, or in roles involving client financial planning and securities sales. They are often required for positions in brokerage firms, financial advisory firms, and banks.

What jobs can I get with a Series 6 63?

A Series 6 and 63 license combination qualifies individuals for roles such as financial advisor, securities representative, or broker-dealer registered representative. These licenses enable selling mutual funds, variable annuities, and other investment products, often requiring knowledge of compliance and client interaction in a financial services environment.
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Series 6 63 jobs near you
Infographic showing various Series 6 63 job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Financial Services Representative - State Farm Agent Team Member

greg bartleski - State Farm Agent

Charlottesville, VA • On-site

Full-time

Posted 20 days ago

Job description

Benefits:
  • Training
  • monthly commissions
  • Opportunity for advancement

ROLE DESCRIPTION:
As a Financial Services Representative with Bartleski insurance and financial Services, 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.
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.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • Series 6/63/65 or SIE licenses preferred.
  • SIE, Series 6/63/65, and other relevant certifications.