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Series 86 Jobs (NOW HIRING)

Roth

Equity Research Associate

Austin, TX · On-site

Securities Industry Essentials (SIE), Series 86 and 87 Licenses. * Bachelor's Degree is required. Compensation Range: 70,000 - 90,000 + annual discretionary bonus

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How much do series 86 jobs pay per year?

As of Sep 1, 2026, the average yearly pay for series 86 in the United States is $61,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $71,000.00 per year, depending on experience, location, and employer.

What is a Series 86 license?

A Series 86 license is a qualification administered by the Financial Industry Regulatory Authority (FINRA) for individuals who want to become research analysts. This license demonstrates that the holder has the necessary knowledge to analyze equity securities and provide investment research and recommendations. Candidates must pass the Series 86 exam, which focuses on information analysis and valuation of securities. It is typically required for professionals who are involved in preparing research reports or making investment recommendations in the financial services industry.

What are some common challenges faced when preparing for the Series 86 exam as a research analyst candidate?

Preparing for the Series 86 exam can be challenging due to the in-depth financial analysis and modeling skills required. Candidates often find it demanding to balance studying with their regular job responsibilities, as the exam covers advanced topics like valuation, financial statement analysis, and industry research. It's essential to allocate consistent study time and utilize practice questions to gain familiarity with the exam format. Collaborating with colleagues or study groups can also provide support and clarify complex concepts.

What are the key skills and qualifications needed to thrive as a Series 86 research analyst, and why are they important?

To thrive as a Series 86 Research Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and valuation principles, typically supported by passing the Series 86 exam. Familiarity with financial databases, Excel, Bloomberg Terminal, and research platforms is essential for market and company analysis. Exceptional attention to detail, communication, and critical thinking skills are vital to stand out in delivering clear, actionable investment insights. These competencies are crucial for producing high-quality research that guides effective investment decisions and builds trust with clients and stakeholders.

What is the difference between Series 86 vs Series 87?

AspectSeries 86Series 87
Primary FocusResearch Analyst, Equity ResearchResearch Analyst, Fixed Income
Certifications RequiredSeries 86, Series 87
Work EnvironmentEquity research departments, investment firms
Industry UsageFinancial services, investment banks

Series 86 and Series 87 are both securities industry exams for research analysts. Series 86 focuses on equity research, while Series 87 covers fixed income research. Both certifications are often required for research analysts working in investment firms, and they share similar work environments. The main difference lies in the type of securities analyzed, with Series 86 geared toward stocks and equity markets, and Series 87 centered on bonds and fixed income securities.

More about Series 86 jobs

What states have the most Series 86 jobs?

States with the most job openings for Series 86 jobs include:

What job categories do people searching Series 86 jobs look for?

The top searched job categories for Series 86 jobs are:

Series 86 jobs near you
Infographic showing various Series 86 job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $61,960 per year, or $29.8 per hour.

Equity Research Associate- E&P (Energy)

Houston, TX

Raymondjames
10K+ employees
Learn more about Raymondjamesexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Job Description Summary

Under general supervision of a Senior Equity Analyst, analyze and interpret equity-related data, conduct research and provide opinion on issues which may impact an investment decision. Conduct research studies of existing and potential investments in selected sectors and develop investment theses. Analysis may focus on an individual security, sector, or theme. Identify and investigate pertinent factors influencing investment decisions. Quantify and interpret potential risks and rewards. Recommend acquiring, holding, or disposing of investments. Monitor designated investments to identify trends and conditions. The ideal candidate is client-service oriented, detail-oriented, and one who thrives in a team-driven and fast-paced environment.

Job Description

Responsibilities:

  • Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools.
  • Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
  • Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, an investment recommendation.
  • Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
  • Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
  • Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.

Skills:

  • Works with general supervision on analyzing data trends for use in reports to help guide decision making.
  • Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations.
  • Communicates with internal and external clients in a clear, concise and compelling manner.
  • Creates relevant, lucid and effective investment reports.
  • Sufficient understanding of accounting and financial statement analysis.
  • Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.
  • Data analytics/coding skills preferred.

Certifications

  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain within your first year.

Education

  • Bachelor's: Preferably Petrochemical Engineering or a closely related discipline.

Work Experience

  • General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain after your first year.

Education

Bachelor's (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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