ZipRecruiter

Log In

1

Series 67 Jobs in Boca Raton, FL (NOW HIRING)

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

West Palm Beach, FL · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

Boca Raton, FL

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

Boca Raton, FL

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

Boca Raton, FL

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

next page

Showing results 1-20

All JobsSeries 67 JobsSeries 67 Jobs in Boca Raton, FL

Series 67 information

See Boca Raton, FL salary details

$10

$26

$43

How much do series 67 jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for series 67 in Boca Raton, FL is $26.27, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.84 per hour, depending on experience, location, and employer.

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 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 are popular job titles related to Series 67 jobs in Boca Raton, FL?

For Series 67 jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Series 67 jobs in Boca Raton, FL look for?

The top searched job categories for Series 67 jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Series 67 jobs?

Cities near Boca Raton, FL with the most Series 67 job openings:

Series 67 jobs near you

Financial Advisor Series 7, 65 or 66

San Blas Securities

West Palm Beach, FL • Remote

$100K - $300K/yr

Full-time

Re-posted 6 days ago

Job description

About San Blas Securities:
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
  • Privately owned, well capitalized and strong balance sheet for our size
  • Experienced senior management team
  • Over $1 Billion of Customer Assets under management
  • In-house CIO
  • Top Tier Clearing, Custody and Technology
  • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
  • Onboarding Incentives including upfront forgivable transition loans
  • Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success.  This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
  • BD, RIA, and Insurance Platforms
  • We will consider both W2 and 1099 affiliations
  • Custody & Clearing with RBC & Schwab
  • We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
  • 5+ years of proven success
  • Series 7 (6) and 63 licenses are required
  • Self-starter with a strong work ethic and ability to work independently
  • Portable existing client relationships are a requirement

San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
 

Powered by JazzHR

Yt7fW9EBVA