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Temp Finra Series 66 Jobs (NOW HIRING)

Jobtailor

Senior Director, Wealth Management

Roseland, NJ · On-site

$120 - $180/hr

FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10 Core Competencies Demonstrates expertise in Wealth Management, focusing on client relationship ...

Jobtailor

Investment Consultant

Tukwila, WA · On-site

$70 - $110/hr

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire * Ability to present complex solutions to a knowledgeable client base while building ...

New

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 ...

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 ...

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All Jobstmp JobsTemp Finra Series 66 Jobs

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 21, 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 jobs can I get with a Temp Finra Series 66 license?

A Temp Finra Series 66 license qualifies individuals for roles such as financial advisor, securities agent, or investment representative, primarily in the securities and financial services industry. These positions often involve client consultation, investment planning, and compliance with regulatory standards, requiring knowledge of financial products and regulations. The license allows for employment at firms that require securities licensing, often on a temporary or contract basis.

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 12 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.