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Temp Finra Series 66 Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Grand Rapids, MI · On-site

Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is ...

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Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal ...

New

Principal

Entry-Level Financial Advisor

Kalamazoo, MI

$76K/yr

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal ...

New

Principal

Entry-Level Financial Advisor

Grand Rapids, MI · On-site

$100K/yr

What We Offer - Sponsorship for FINRA Series 7 and Series 66 licensing - Comprehensive training and onboarding program - Mentorship from experienced financial professionals - AI-powered prospecting ...

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Temp Finra Series 66 information

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$22.5K

$57.6K

$83.5K

How much do temp finra series 66 jobs pay per year?

As of Aug 6, 2026, the average yearly pay for temp finra series 66 in the United States is $57,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $73,500.00 per year, depending on experience, location, and employer.

What is the difference between Temp Finra Series 66 vs Temp Finra Series 7?

AspectTemp Finra Series 66Temp Finra Series 7
CertificationsSeries 66 (Uniform Combined State Law Examination)Series 7 (General Securities Representative Exam)
Work EnvironmentFinancial advisory, compliance, and regulatory rolesSecurities trading, brokerage, and investment sales
Employer & Industry UsageFinancial firms, broker-dealers, RIAsBrokerages, investment firms, securities firms

The Temp Finra Series 66 and Series 7 are both essential securities licenses but serve different functions. Series 66 focuses on state law and regulations for investment advisors and agents, while Series 7 covers a broader range of securities trading and sales. Both are common in financial services, but Series 66 is often paired with Series 7 for comprehensive regulatory compliance roles.

What cities are hiring for Temp Finra Series 66 jobs? Cities with the most Temp Finra Series 66 job openings:
What are the most commonly searched types of Finra Series 66 jobs? The most popular types of Finra Series 66 jobs are:
What states have the most Temp Finra Series 66 jobs? States with the most job openings for Temp Finra Series 66 jobs include:
Temp Finra Series 66 jobs near you

Sr. Associate Financial Planner - FINRA Series 7 and Series 66

Talent Search PRO

Bellevue, WA

$75K - $83K/yr

Full-time

Re-posted 28 days ago

Job description

Sr. Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66)

Location: Bellevue, WA
Salary: $75,000 - $83,000

What's In It for You?

• Work directly with high-net-worth clients and experienced financial planners
• Gain exposure to comprehensive wealth management and financial planning strategies
• Participate in portfolio management, investment research, and financial planning initiatives
• Contribute to Investment Committee activities and portfolio decision-making
• Opportunity to independently manage client relationships and grow professionally
• Collaborative environment with mentorship from senior planning and investment professionals
• Long-term career path within a growing wealth management practice

Overview

Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development. This role combines client-facing responsibilities with portfolio management, investment research, and planning implementation.

What You Will Be Doing

• Assist in preparing for and participating in client meetings
• Analyze client financial situations and develop planning recommendations
• Prepare meeting agendas, financial planning documents, and investment policy statements
• Coordinate implementation of planning strategies with external professionals when necessary
• Manage ongoing client relationships and provide exceptional client service
• Assist with trading, rebalancing, tax-loss harvesting, and portfolio maintenance activities
• Conduct investment and fund research under the guidance of senior investment leadership
• Support Investment Committee initiatives and portfolio review processes
• Monitor client portfolios and asset allocations to ensure alignment with objectives
• Maintain accurate client records and planning documentation

What You Will Need

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA Series 7 and Series 66 licenses (or recognized equivalents)
• CFP® designation or other relevant financial planning credential
• Experience supporting financial planning and wealth management clients
• Strong financial analysis and investment knowledge
• Excellent attention to detail and organizational skills
• Ability to work independently and manage multiple priorities
• Strong communication and relationship-building abilities

Ideal Candidate

A wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships.