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Assistant Series 7 Jobs (NOW HIRING)

CEFCU

Investment Services Assistant Trainee

Peoria, IL · On-site

$17.05 - $20.04/hr

Transitions to Registered Investment Services Assistant upon attainment of required licenses, not ... or Series 7, 63, and 66 licenses within seven (7) months or less of and be able to complete ...

CEFCU

Investment Services Assistant Trainee

Peoria, IL

$17.05 - $20.04/hr

Transitions to Registered Investment Services Assistant upon attainment of required licenses, not ... or Series 7, 63, and 66 licenses within seven (7) months or less of and be able to complete ...

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Assistant Series 7 information

What is the difference between Assistant Series 7 vs Financial Advisor?

AspectAssistant Series 7Financial Advisor
CertificationsSeries 7, Series 63/66 (often)Series 7, Series 66, CFP (optional)
Work EnvironmentSupport role in brokerage firmsClient-facing, advisory role
Industry UsageAssists licensed brokersProvides financial planning and investment advice

The Assistant Series 7 typically supports licensed brokers in executing trades and administrative tasks, requiring Series 7 and possibly Series 63/66 certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, often holding additional certifications like CFP. While both roles operate within the financial services industry, their responsibilities and client engagement levels differ significantly.

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Assistant Series 7 jobs near you
Infographic showing various Assistant Series 7 job openings in the United States as of May 2026, with employment types broken down into 3% Locum Tenens, 3% As Needed, 24% Full Time, 63% Part Time, and 7% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Administrative Assistant (Series 7 license required)

B B GRAHAM & COMPANY

Orange, CA

$65K - $80K/yr

Full-time

PTO

Posted yesterday

Job description

Benefits/Perks
  • Competitive Compensation
  • Paid Time Off
  • Career Growth Opportunities
Job Summary
We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. 
Responsibilities 
  • Answer incoming phone calls and route them to the appropriate person
  • Schedule appointments and maintain a calendar
  • Organize meetings and take accurate minutes 
  • Write emails, memos, and letters and distribute them appropriately
  • Contribute to company reports
  • Maintain an organized filing system
  • Develop, update, and maintain relevant office procedures
Qualifications
  • Series 7 license required!
  • High school diploma/GED preferred, Associate’s degree or administrative training a plus. 
  • Previous experience as an Administrative Assistant or in a similar position
  • Familiarity with standard office equipment such as printers and fax machines
  • Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
  • Highly organized with excellent time management skills and the ability to prioritize projects