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$25K

$47.8K

$68.5K

How much do entry level series 7 66 jobs pay per year?

As of Sep 4, 2026, the average yearly pay for entry level series 7 66 in the United States is $47,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What is an entry level Series 7 66 job?

Entry Level Series 7 66 jobs are positions in the financial services industry that require candidates to have, or be willing to obtain, the Series 7 and Series 66 licenses. These licenses are issued by FINRA and allow individuals to work as securities representatives, selling investment products and providing financial advice. Entry-level roles typically include job titles such as Financial Advisor Trainee, Registered Representative, or Investment Representative. In these positions, you will learn about financial markets, client management, and regulatory compliance while building your career in finance.

What skills and qualifications are needed to thrive as an entry level Series 7 66 financial professional?

To thrive in an Entry Level Series 7/66 role, you need a solid understanding of financial markets, investment products, and regulatory compliance, supported by obtaining the FINRA Series 7 and Series 66 licenses. Familiarity with financial planning software, CRM platforms, and market analysis tools is typically required. Strong interpersonal skills, attention to detail, and the ability to build client trust set top performers apart. These abilities ensure accurate financial advice, regulatory adherence, and lasting client relationships, which are critical for long-term success in the financial services industry.

What are common challenges faced by entry level Series 7 66 professionals, and how can they be addressed?

Entry Level Series 7 and 66 professionals often face challenges such as building a client base, mastering complex financial products, and adapting to a fast-paced, compliance-driven environment. It's common to feel pressure to meet performance targets while maintaining ethical standards. Success early on typically involves proactive networking, seeking mentorship from experienced colleagues, and dedicating time to ongoing learning and product training. Collaborating effectively with team members, such as senior advisors and support staff, can also help new professionals overcome obstacles and grow their skills.

What is the difference between Entry Level Series 7 66 vs Entry Level Financial Advisor?

AspectEntry Level Series 7 66Entry Level Financial Advisor
CertificationsSeries 7 and Series 66Series 7 and Series 66 (preferred)
Work EnvironmentFinancial firms, brokerage housesFinancial planning firms, banks
Industry UsageRegulatory exams for securities licensingClient advising and financial planning

Both roles often require Series 7 and Series 66 licenses, but the Entry Level Series 7 66 focuses on licensing for securities trading, while Entry Level Financial Advisors primarily provide financial planning and client advice. The former is more exam and licensing-oriented, whereas the latter emphasizes client interaction and financial strategy.

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Entry Level Series 7 66 jobs near you
Infographic showing various Entry Level Series 7 66 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 $47,831 per year, or $23 per hour.

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

Bank of America

Jacksonville, FL • On-site

Full-time

Re-posted 18 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 536 frontline employees who took The Breakroom Quiz

49th of 174 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
  • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Focuses daily on service to sales with existing Merrill clients
  • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals

Required Qualifications:
  • Client-focused with a passion for excellence and a positive team attitude
  • Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
  • Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Effective communicator with an aptitude for sales and relationship management
  • Strong computer skills
  • Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
  • Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
  • Ambitious, disciplined, hardworking, resilient and willing to learn

Desired Qualifications:
  • Bachelor's Degree in related field or 1+ years of experience in a performance-based environment
  • FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
  • Leadership capabilities

Skills:
  • Attention to Detail
  • Critical Thinking
  • Customer and Client Focus
  • Verbal Communications
  • Prioritization
  • Active Listening
  • Decision Making
  • Emotional Intelligence
  • Result Orientation
  • Written Communications
  • Account Management
  • Adaptability
  • Client Experience Branding
  • Coaching
  • Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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