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Series 66 Jobs in Raleigh, NC (NOW HIRING)

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60 - $120/hr

FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred. * Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire). * 1-3 years of ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred. * Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire). * 1-3 years of ...

Strategic People Advisors

Financial Advisor

Durham, NC · On-site

$100 - $250/hr

Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. * Active State Life & Health Insurance License. * 3+ years of experience as a producing Financial Advisor with a clean ...

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. * Active State Life & Health Insurance License. * 3+ years of experience as a producing Financial Advisor with a clean ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. * Active State Life & Health Insurance License. * 3+ years of experience as a producing Financial Advisor with a clean ...

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100 - $250/hr

Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. * Active State Life & Health Insurance License. * 3+ years of experience as a producing Financial Advisor with a clean ...

TIAA

Wealth Advisor

Durham, NC · On-site

$80K - $95K/yr

Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or 66) completed within 120 days of ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100 - $250/hr

Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. * Active State Life & Health Insurance License. * 3+ years of experience as a producing Financial Advisor with a clean ...

UBS

Registered Client Associate

Raleigh, NC · On-site

SIE, Series 7, and Series 66 (or Series 63, Series 65) • Exceptional interpersonal, communication, and organizational skills. • Proficiency with Microsoft Office Suite systems. • High level of ...

Right By You Mortgage

Financial Advisor

Cary, NC · On-site

$70 - $110/hr

FINRA Series 7 License * FINRA Series 66 (or Series 63 and 65) * North Carolina Life and Health Insurance License (or ability to obtain within a specified timeframe. * Strong understanding of ...

Fidelity Bank

Financial Advisor

Cary, NC · On-site

$60 - $90/hr

FINRA Series 7 License * FINRA Series 66 (or Series 63 and 65) * North Carolina Life and Health Insurance License (or ability to obtain within a specified timeframe. * Strong understanding of ...

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Showing results 21-40

All JobsSeries 66 JobsSeries 66 Jobs in Raleigh, NC

Series 66 information

See Raleigh, NC salary details

$10.7K

$76.5K

$136.1K

How much do series 66 jobs pay per year?

As of Sep 6, 2026, the average yearly pay for series 66 in Raleigh, NC is $76,494.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,300.00 and $92,800.00 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 Raleigh, NC?

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

What job categories do people searching Series 66 jobs in Raleigh, NC look for?

The top searched job categories for Series 66 jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Series 66 jobs?

Cities near Raleigh, NC with the most Series 66 job openings:

Series 66 jobs near you
Infographic showing various Series 66 job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% Internship, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $76,494 per year, or $36.8 per hour.

Associate Financial Advisor

Wisepath Group

Raleigh, NC • On-site

$60 - $120/hr

Other

Re-posted 9 days ago

Job description

About Wisepath Recruiting

Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.


Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.


Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.


Key Responsibilities

  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.

  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.

  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.

  • Collaborate with the team on local business development, group workshops, and educational marketing events.


Requirements

  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.

  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).

  • 1-3 years of experience in banking, insurance, or consultative client-facing sales.

  • High coachability, strong active-listening skills, and a collaborative mindset.


Compensation & Professional Development

  • Competitive income/ plus performance-based bonuses and joint-work splits.

  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.

  • Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.


We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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