Jobs That Combine Series 6 and Series 63

📝 Jobs That Combine Series 6 and Series 63 Licenses
📍 Posted on https://finra-exam-mastery.com

Holding both the Series 6 and Series 63 licenses opens the door to a wide range of opportunities in financial services. Together, they qualify you to sell investment products and conduct business across state lines, making you a valuable asset to many firms. Here’s a look at some of the top careers that require or prefer candidates with these licenses.

🏦 1. Financial Advisor (Entry-Level)

With Series 6 and 63 licenses, you can work as an entry-level financial advisor specializing in:

• Mutual funds
• Variable annuities
• 401(k) rollovers
• 529 college savings plans

👉 You’ll focus on guiding clients toward investment products that align with their goals—without selling individual stocks or options.

🛡️ 2. Insurance Agent with Investment Authority

Many insurance companies seek licensed agents who can also offer securities products:

• Variable life insurance policies
• Variable annuities
• Investment-linked insurance solutions

👉 Holding Series 6 and 63 allows you to expand your product portfolio beyond traditional insurance.

🏛️ 3. Bank Financial Representative

Banks and credit unions hire licensed representatives to offer clients investment products inside their branches:

• Sell mutual funds, annuities, and retirement accounts
• Provide general financial education to customers
• Refer clients to higher-level advisors when needed

👉 These positions often come with base salary + incentive compensation structures.

💼 4. Retirement Plan Specialist

Help companies and individuals design and manage:

• 401(k) plans
• 403(b) retirement savings plans
• Simple IRAs and SEP IRAs

👉 Many retirement plan sales positions require Series 6 and 63 to handle product sales and client education.

🏢 5. Client Relationship Manager

In wealth management or brokerage firms, Series 6 and 63 licenses qualify you to:

• Assist clients with investment product purchases
• Handle account maintenance and minor investment strategy updates
• Prepare clients for meetings with higher-level advisors or planners

👉 These roles combine customer service and light advisory functions.

🔑 Why Both Licenses Matter

• Series 6: Authorizes the sale of mutual funds, variable annuities, unit investment trusts, and similar packaged products.
• Series 63: Allows you to legally solicit clients and conduct business across multiple states, meeting each state’s securities regulations.

Together, they create a flexible foundation for a career in investment sales and client service.

🎓 Ready to Launch Your Career?

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