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Series 66 Jobs in Indiana (NOW HIRING)

FIRST MERCHANTS

Financial Advisor

Merrillville, IN · On-site

Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license. The following would be a plus: * Bachelor's degree in finance, accounting or a related banking field.

FIRST MERCHANTS

Financial Advisor

Muncie, IN · On-site

Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license. The following would be a plus: * Bachelor's degree in finance, accounting or a related banking field.

Principal

Experienced Financial Advisor

Indianapolis, IN · On-site

$100K/yr (+ commission)

Active FINRA Series 7 and Series 66 registrations required * Experience creating financial strategies and presenting tailored recommendations to clients * 3+ years of experience in financial services ...

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Showing results 21-40

All JobsSeries 66 JobsSeries 66 Jobs in Indiana

Series 66 information

See Indiana salary details

$10.5K

$74.9K

$133.2K

How much do series 66 jobs pay per year?

As of Sep 3, 2026, the average yearly pay for series 66 in Indiana is $74,884.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,100.00 and $90,900.00 per year, depending on experience, location, and employer.

What is a Series 66?

A Series 66 job typically refers to roles in financial advising or investment advisory services that require the Series 66 license. This license, issued by FINRA and the NASAA, allows professionals to act as both investment adviser representatives (IARs) and securities agents. Common job titles include financial advisor, investment consultant, or wealth manager. Holders of this license can provide investment advice and execute securities transactions, often in conjunction with a Series 7 license.

What skills and qualifications are needed for a Series 66?

To thrive as a Series 66-licensed professional, you need a strong grasp of investment strategies, financial regulations, and ethical standards, usually supplemented with a relevant degree and successful completion of the Series 66 exam. Familiarity with financial planning software, portfolio management tools, and client relationship management (CRM) systems is typically required. Excellent interpersonal skills, attention to detail, and the ability to explain complex concepts to clients set top performers apart. These skills are crucial for ensuring regulatory compliance, building trust with clients, and delivering tailored investment advice.

What types of organizations hire Series 66 professionals, and what is the work environment like?

Series 66-licensed professionals are primarily hired by registered investment advisory (RIA) firms, broker-dealers, and financial planning companies. The work environment can range from collaborative office teams to remote or hybrid settings, depending on the employer. You’ll often engage directly with clients to develop personalized investment strategies, as well as collaborate with other financial advisors and support staff. The role may also involve ongoing continuing education to stay current with regulatory changes and best practices, making it dynamic and growth-oriented.

What are popular job titles related to Series 66 jobs in Indiana?

For Series 66 jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Series 66 jobs in Indiana look for?

The top searched job categories for Series 66 jobs in Indiana are:

What cities in Indiana are hiring for Series 66 jobs?

Cities in Indiana with the most Series 66 job openings:

Series 66 jobs near you
Infographic showing various Series 66 job openings in Indiana as of August 2026, with employment types broken down into 1% Internship, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $74,884 per year, or $36 per hour.

Wealth Management Client Associate

Bank of America

Indianapolis, IN • On-site

Full-time

Re-posted 4 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 535 frontline employees who took The Breakroom Quiz

52nd of 174 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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