ZipRecruiter

Log In

1

Series 6 63 Jobs in Edison, NJ (NOW HIRING)

Equitable

ADL-Product Sales Associate

Jersey City, NJ · On-site

$15.25 - $20.75/hr

Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations. Once properly licensed, PSA's will provide inbound phone queue coverage, responding to ...

Prudential

Annuities Sales Associate

Newark, NJ

$45.70K - $75.50K/yr

Obtain your FINRA SIE, Series 6, 63, and life licenses. * Once licensed, immediately promote to a Senior Inbound Sales Consultant role. What you'll need: * Desire and curiosity to learn about ...

next page

Showing results 1-20

People also search for

All JobsSeries 6 63 JobsSeries 6 63 Jobs in Edison, NJ

Series 6 63 information

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 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 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.
More about Series 6 63 jobs
What are popular job titles related to Series 6 63 jobs in Edison, NJ? For Series 6 63 jobs in Edison, NJ, the most frequently searched job titles are:
What job categories do people searching Series 6 63 jobs in Edison, NJ look for? The top searched job categories for Series 6 63 jobs in Edison, NJ are:
What cities near Edison, NJ are hiring for Series 6 63 jobs? Cities near Edison, NJ with the most Series 6 63 job openings:
Series 6 63 jobs near you
Infographic showing various Series 6 63 job openings in Edison, NJ as of May 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Remote Financial Services Advisor | Flexible Schedule PTO

Bethinsurance

Manhattan, NY • Remote

$55K - $100K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

A financial services agency is looking for a Financial Services Representative to work remotely in the United States. This role involves consulting customers on financial products and requires specific licenses including FINRA Series 6, 63, 65, and Life Health License. The ideal candidate has over 3 years of experience in financial services and possesses strong analytical and communication skills.

Competitive compensation between $55,000 and $100,000 is offered. #J-18808-Ljbffr

Apply