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Series 66 Jobs in Raleigh, NC (NOW HIRING)

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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 7, 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.

Entry Level - Financial Advisor - NC, Raleigh (3747)

Equitable Advisors

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 23 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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