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Series 66 License Jobs (NOW HIRING)

Jobtailor

VP, Regional Planning Consultant

Denver, CO · On-site

$90 - $130/hr

Series 66 & Insurance licenses obtained within 6 months of hire * CFP certification preferred * Planning skills and in-depth knowledge of financial product offerings * Confidence in front of an ...

New

Jobtailor

Financial Solutions Advisor

Concord, CA · On-site

$60 - $100/hr

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66 * If holding Series 63 or 65 but not Series 66, must pass the missing series within 60 days as a condition of the offer

New

Arkansas Talent Group

Paraplanner

Little Rock, AR · On-site

$70K - $80K/yr

Series 66 license, preferred (or Series 63 and Series 65 in lieu of Series 66) * Excellent analytical and problem-solving skills * Strong attention to detail and ability to work in a fast-paced ...

Arkansas Talent Group

Paraplanner

Little Rock, AR · On-site

Series 66 license, preferred (or Series 63 and Series 65 in lieu of Series 66) * Excellent analytical and problem-solving skills * Strong attention to detail and ability to work in a fast-paced ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is ...

Jobtailor

Financial Solutions Advisor

Englewood, NJ · On-site

$65 - $90/hr

* Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time * Learn foundational financial advisor skills * Acquire, build, and manage ...

New

Robert Half

Financial Advisor

Utica, NY · On-site

$75K - $100K/yr

Series 65 or Series 66 license required. * Demonstrated knowledge of financial planning, investment analysis, and portfolio management principles. * Strong communication and interpersonal skills with ...

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Series 66 License information

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$11K

$78.7K

$140K

How much do series 66 license jobs pay per year?

As of Sep 7, 2026, the average yearly pay for series 66 license in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What is a Series 66 license?

A Series 66 license is a professional certification required for individuals who want to act as both securities agents and investment adviser representatives. It is officially known as the Uniform Combined State Law Examination and is administered by the Financial Industry Regulatory Authority (FINRA) on behalf of the North American Securities Administrators Association (NASAA). Passing the Series 66 exam, along with the Series 7 exam, qualifies individuals to provide investment advice and sell securities products at the state level. This license is commonly required for financial advisors and other investment professionals who work with clients in multiple states.

What are the key skills and qualifications needed to thrive as a Series 66-licensed financial professional?

To thrive as a financial professional with a Series 66 license, you need a solid knowledge of securities regulations, investment products, and ethical financial advisory practices, typically supported by passing the Series 66 exam and holding a Series 7 license. Familiarity with financial planning software, portfolio management systems, and regulatory compliance tools is important. Excellent interpersonal communication, analytical thinking, and client relationship management skills set top performers apart. These skills and qualifications ensure compliance with regulations, build client trust, and support effective investment strategies in a highly regulated industry.

What are some common challenges faced by professionals who hold a Series 66 license when working with clients?

Professionals with a Series 66 license often face challenges such as staying current with constantly changing regulations and ensuring full compliance in all client interactions. Building trust with clients while balancing fiduciary responsibilities can also be demanding, especially when navigating complex investment products and market volatility. Additionally, Series 66 holders may find it challenging to communicate technical financial concepts in a way that is accessible and reassuring to clients. Strong organizational and interpersonal skills are essential to overcoming these challenges and fostering long-term client relationships.

What is the difference between Series 66 License vs Investment Advisor Representative?

AspectSeries 66 LicenseInvestment Advisor Representative
Required CredentialsCombination of Series 65 or 66 exam and registrationRegistered with SEC or state securities authorities, often holds Series 65 or 66
Work EnvironmentWorks for broker-dealers or investment firms, providing financial adviceWorks for registered investment advisory firms, offering personalized investment advice
Industry UsageCommonly required for securities agents and financial advisorsTypically used by independent or registered investment advisors

The Series 66 License is a qualification exam combined with registration, enabling individuals to act as securities agents or investment advisor representatives. Investment Advisor Representatives are professionals registered to provide investment advice through advisory firms. While both roles involve financial advising, the Series 66 is an exam requirement, whereas Investment Advisor Representatives are the licensed professionals working within advisory firms.

What jobs can I get with a Series 66 license?

A Series 66 license qualifies individuals for roles such as financial advisor, investment consultant, or securities agent, enabling them to provide investment advice and sell securities. It is often required alongside other licenses like the Series 7 and involves knowledge of state and federal regulations, financial planning, and client management.
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What cities are hiring for Series 66 License jobs?

Cities with the most Series 66 License job openings:

What states have the most Series 66 License jobs?

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Series 66 License jobs near you
Infographic showing various Series 66 License job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 67% Full Time, 25% Part Time, and 6% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

VP, Regional Planning Consultant

Jobtailor

Denver, CO • On-site

$90 - $130/hr

Other

Posted 3 days ago

New

Job description

  • Elevate associate performance through subject matter expertise across financial planning and investment solutions
  • Coordinate with branch management and coaches to build and execute associate development plans
  • Deliver collaborative coaching and support advisors in client appointments
  • Model guidelines through preparation and follow-up
  • Communicate insights and strategies to help associates become effective advisors
  • Reinforce consistent business execution
  • Build and maintain relationships with company executives and business collaborators
  • Provide proactive and reactive mentoring
  • Use Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development
  • Lead the Wealth Management Coaching Team, set its vision, and deploy mentoring resources across aligned advisors
  • Partner with branch leadership and business partners to reinforce Fidelity's Relationship Model and Standards of Care
Requirements
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • Series 7 & 63 licenses required
  • Series 66 & Insurance licenses obtained within 6 months of hire
  • CFP certification preferred
  • Planning skills and in-depth knowledge of financial product offerings
  • Confidence in front of an audience of any size and strong public speaking skills
  • Unparalleled desire to mentor and impact others' results
  • Approachable leadership with the ability to influence others
  • Must not require immigration sponsorship
  • Must satisfy applicable regulatory and criminal-history requirements
Core Competencies

Demonstrates expertise in financial planning and investment solutions, with a strong focus on mentoring and developing associates to enhance their advisory skills. Proficient in using Salesforce Coaching App 2.0 for tracking progress and fostering skill development while maintaining compliance with regulatory standards.

Highest-signal resume keywords
  • Series 7 License
  • Series 63 License
  • Series 66 License
  • CFP Certification
  • Financial Product Knowledge
ATS Optimization Keywords Hard Skills
  • Financial Planning
  • Investment Solutions
  • Coaching
  • Public Speaking
  • Relationship Building
  • Mentoring
  • Business Execution
  • Planning Skills
  • Salesforce Coaching App 2.0
Soft Skills
  • Approachable Leadership
  • Influencing Others
Certifications & Qualifications
  • Series 7 License
  • Series 63 License
  • Series 66 License
  • CFP Certification
Industry Keywords
  • Wealth Management
  • Standards of Care
  • Regulatory Compliance
Tools & Technologies
  • Salesforce Coaching App 2.0
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