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Series 67 Jobs in Delaware (NOW HIRING)

Series 7, 63, and 65/66 * Life/Variable Insurance Experience Required: * Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience ...

Financial Advisor

Wilmington, DE ยท On-site

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

Financial Advisor - Bear, DE

Bear, DE ยท On-site

$72K - $108K/yr

SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ... Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing ...

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

Financial Advisor

Wilmington, DE ยท On-site

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

Financial Advisor

Wilmington, DE ยท On-site

$100 - $125/hr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

Financial Advisor - Bear, DE

Bear, DE ยท On-site

$72K - $108K/yr

SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ... Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing ...

Financial Advisor

Wilmington, DE ยท On-site

$92K - $152K/yr

Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses. * Must have no disclosures on Form U4. * Must have knowledge of key planning, investment and risk management ...

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Series 67 information

What is a Series 67 professional?

Series 67 professionals are individuals who have passed the Series 65 and Series 66 exams, qualifying them to act as investment adviser representatives (IARs). The Series 67 designation is not an official FINRA or NASAA exam, but sometimes refers to those licensed to both give investment advice and sell securities. These professionals can offer financial planning, portfolio management, and investment advice to clients. They must comply with state regulations and act in the best interests of their clients. People in this role often work for investment advisory firms, financial planning companies, or as independent advisers.

What skills and qualifications are needed to thrive as a Series 67 professional?

To thrive as a Series 67 financial professional, you need a strong understanding of investment products, securities regulations, and financial planning, typically supported by passing the Series 65 and Series 66 exams (since Series 67 is not an industry-standard license). Expertise with financial analysis tools, portfolio management software, and compliance systems is often required. Exceptional interpersonal skills, ethical judgment, and clear communication help build client trust and manage complex financial scenarios. These competencies ensure effective investment guidance, regulatory compliance, and lasting client relationships in a competitive financial services environment.

What challenges do Series 67 professionals face when balancing client service and regulatory compliance?

Series 67 professionals often navigate the dual responsibilities of delivering personalized investment advice while ensuring strict adherence to industry regulations. A common challenge is staying current with ever-evolving compliance requirements, which can sometimes limit the flexibility in crafting tailored financial strategies for clients. Professionals must also maintain thorough documentation and communication to satisfy both client needs and regulatory audits. Successful Series 67 representatives develop strong organizational habits and regularly participate in compliance training to manage these demands effectively.

What are popular job titles related to Series 67 jobs in Delaware?

For Series 67 jobs in Delaware, the most frequently searched job titles are:

What cities in Delaware are hiring for Series 67 jobs?

Cities in Delaware with the most Series 67 job openings:

Revenue Production Supervisor

Department of Finance / State of Delaware

Wilmington, DE โ€ข On-site

$45K - $67K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago


Job description

Revenue Production Supervisor

Recruitment #061626-MABZ60-250600

Apply Now at Statejobs.delaware.gov! Job Closes tomorrow, 7/21/2026 at 11:59:00 PM!

MUST HAVE 6 MONTHS WORK EXPERIENCE DETERMINING TAX LIABILITY!

Type of Recruitment: Open Competitive

Salary: Yearly: $45,217.00/Min - $67,825.00/Max

Shift Hours: 8:00 a.m. to 4:30 p.m.

Employment Type: Actual Vacancy

Employment Term: Regular

Agency: State of Delaware, Department of Finance, Division of Revenue, Collections Enforcement

Carvel State Office Building
820 N French St., Wilmington, DE, 19801

Contact: Department of Finance Talent Acquisition

Summary Statement

The position manages and coordinates the collections enforcement team for the Division of Revenue and is responsible for assigning work, assisting with judgements and garnishments, answering ACD lines, and providing guidance to staff on the topic of state law, policies, and procedures.  This position supervises a team of 6-10 Fiscal Associates, addresses taxpayer concerns, and corrects account discrepancies.  Knowledge of and experience with collections, judgements, garnishments, and state law are valuable skills for this role.

    Essential Functions

    Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.

    • Plans, assigns, reviews, and evaluates the work of subordinate staff.
    • Reviews and evaluates the operation of image based processing systems.
    • Trains staff in the application of tax law and regulations.
    • Develops and implements training programs.
    • Conducts more difficult examination of tax documents and records to determine if sufficient data was provided.  Resolves errors and takes action needed to complete processing.
    • Determines tax liabilities; computes amount of tax; authorizes refunds.
    • Maintains contact with taxpayers and their representatives to resolve errors.
    • Drafts new and revises existing policies, procedures, and work rules.
    • Works with system programmers in the design and maintenance of the processing system.  Performs testing and suggests revisions in system design.


    JOB REQUIREMENTS for Revenue Production Supervisor
    Applicants must have education, training and/or experience demonstrating competence in each of the following areas:

    1. Six months experience in tax liability determination which includes analyzing and evaluating tax records in order to determine tax liability in accordance with federal or Delaware tax laws, rules, and regulations. 
    2. Six months experience in staff training.
    3. Six months experience in using an automated information system to enter, update, modify, delete, retrieve/inquire and report on data. 
    4. Knowledge of staff supervision acquired through course work, academic training, training provided through an employer, or performing as a lead worker overseeing the work of others; OR supervising staff which may include planning, assigning, reviewing, and evaluating the work of others; OR supervising through subordinate supervisors a group of professional, technical, and clerical employees.

    Conditions of Hire

    Applicants must be legally authorized to work in the United States. The State of Delaware Executive Branch participates in the Federal E-Verify system where the State will provide the federal government with each new hires Form I-9 information to confirm that you are authorized to work in the U.S. For more information refer to our job seeker resources.

    Applicant must complete satisfactory criminal background check, reference checks, confirmation of compliance with federal and state tax laws, and any other required condition of employment.

    All new hires are required to report to the Statewide New Employee Orientation (SNEO) on their first day of employment. Sessions are held at designated locations in Kent or New Castle County.


    Benefits

    At the State of Delaware, we invest in our people and support them in and outside of the office. Our employees enjoy a total compensation package that far exceeds the value of their base salary. We offer comprehensive benefit plans that will give you peace of mind and security. Below is a list of benefits that are offered to eligible employees:

    Health and Well Being

    *Health Benefits, Dental Insurance, Vision Insurance

    Just In Case

    *Disability Insurance, Group Universal Life Insurance

    Your Future

    *Retirement Benefits, Deferred Compensation

    Professional Growth

    *Training and Development Programs

    Work Life Balance

    *Paid Leave, Paid Holidays, Paid Parental Leave, Alternative Work Schedules

    More Benefits

    *Flexible Spending, Pre-Tax Commuter Benefits, Accident and Critical Illness Insurance

    Visit Statewide Benefits for more information!

    Selection Process

    The application and supplemental questionnaire are evaluated based upon a rating of your education, training and experience as they relate to the job requirements of the position.  It is essential that you provide complete and accurate information on your application and the supplemental questionnaire to include dates of employment, job title and job duties.  For education and training, list name of educational provider, training course titles and summary of course content.   Narrative information supplied in response to the questions must be supported by the information supplied on the application including your employment, education and training history as it relates to the job requirements.


    Once you have submitted your application on-line, all future correspondence related to your application will be sent via email.  Please keep your contact information current.  You may also view all correspondence sent to you by the State of Delaware in the “My Applications” tab at StateJobs.Delaware.gov.

    Accommodations

    Accommodations are available for applicants with disabilities in all phases of the application and employment process. 

    The State of Delaware is an Equal Opportunity employer and values a diverse workforce. We strongly encourage and seek out a workforce representative of Delaware including race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression. 

    Company Description

    Delaware Department of Finance, Division of Accounting promotes financial efficiency, transparency and accountability by preparing State financial reports, reviewing internal controls, managing statewide accounting systems, and providing a secure e-Supplier Portal for State vendors.