You must hold valid FINRA Series 7 & 66 licenses. Additional licenses: CFP, CPA or EA a plus About Us: The Stefans Group is a financial planning firm working together with Summit Tax Advisors and ...
You must hold valid FINRA Series 7 & 66 licenses. Additional licenses: CFP, CPA or EA a plus About Us: The Stefans Group is a financial planning firm working together with Summit Tax Advisors and ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Fort Worth, TX · On-site
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Fort Worth, TX · On-site
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Lincoln, NE · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Lincoln, NE · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Lincoln, NE · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Lincoln, NE · On-site
$26.92 - $29.33/hr
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 ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
The 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 Used in this Role:
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
The 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 Used in this Role:
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
... 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
... 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
The 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 Used in this Role:
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
The 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 Used in this Role:
Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying ...
Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying ...
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Jacksonville, FL · On-site
Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying ...
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Jacksonville, FL · On-site
Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying ...
Active Series 7 & 66 (or equivalent) * Prior experience as a financial advisor or relationship manager in wealth management or financial services. * Comfort managing a book of business with both ...
Quick apply
Active Series 7 & 66 (or equivalent) * Prior experience as a financial advisor or relationship manager in wealth management or financial services. * Comfort managing a book of business with both ...
Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying ...
Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying ...
Financial Advisor, Series 7 & 66 Hybrid or In-person
Exeter, CA · On-site
$85K - $100K/yr
Active Series 7 & 66 (or equivalent) * Prior experience as a financial advisor or relationship manager in wealth management or financial services. * Comfort managing a book of business with both ...
Financial Advisor, Series 7 & 66 Hybrid or In-person
Exeter, CA · On-site
$85K - $100K/yr
Active Series 7 & 66 (or equivalent) * Prior experience as a financial advisor or relationship manager in wealth management or financial services. * Comfort managing a book of business with both ...
Series 7, and 66 or equivalent (required) * Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or ...
Series 7, and 66 or equivalent (required) * Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or ...
Financial Advisor, Series 7 & 66 Hybrid or In-person
Exeter, CA · On-site +1
$85K - $100K/yr
Qualifications & Experience • Active Series 7 & 66 (or equivalent) • Prior experience as a financial advisor or relationship manager in wealth management or financial services. • Comfort ...
Financial Advisor, Series 7 & 66 Hybrid or In-person
Exeter, CA · On-site +1
$85K - $100K/yr
Qualifications & Experience • Active Series 7 & 66 (or equivalent) • Prior experience as a financial advisor or relationship manager in wealth management or financial services. • Comfort ...
Qualifications & Experience Active Series 7 & 66 (or equivalent) Prior experience as a financial advisor or relationship manager in wealth management or financial services. Comfort managing a book of ...
Qualifications & Experience Active Series 7 & 66 (or equivalent) Prior experience as a financial advisor or relationship manager in wealth management or financial services. Comfort managing a book of ...
Entrylevel Series Seven 66 information
See salary details
$59K - $74.6K
18% of jobs
$81.6K is the 25th percentile. Wages below this are outliers.
$74.6K - $90.2K
15% of jobs
$90.2K - $105.8K
14% of jobs
The median wage is $112.3K / yr.
$105.8K - $121.4K
6% of jobs
$121.4K - $137K
16% of jobs
$149.3K is the 75th percentile. Wages above this are outliers.
$137K - $152.5K
6% of jobs
$152.5K - $168.1K
6% of jobs
$168.1K - $183.7K
8% of jobs
$183.7K - $199.3K
5% of jobs
$199.3K - $214.9K
2% of jobs
$214.9K - $230.5K
2% of jobs
$59K
$127.8K
$230.5K
How much do entrylevel series seven 66 jobs pay per year?
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Cities with the most Entrylevel Series Seven 66 job openings:
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States with the most job openings for Entrylevel Series Seven 66 jobs include:
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The top searched job categories for Entrylevel Series Seven 66 jobs are:
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Financial Client Relationship Associate Series 7 & 66 Required
Woodbury, NY • On-site
$175K/yr
Other
Posted 9 days ago
Job description
If you are the person who pays close attention to detail, and genuinely loves making people feel taken care of, you might be exactly who we are looking for.
You must be a trusted professional who strengthens client relationships, keeps details organized, and helps clients feel confident they are in good hands.
You are the person clients trust, creating a welcoming, professional experience where clients feel known, valued and cared for.
You must be passionate about developing long-term relationships including financial analysis, investment portfolio development, income tax planning, estate planning and overall client financial planning.
Job type: This is a fully in-office position with most client meetings on site.
You must hold valid FINRA Series 7 & 66 licenses.
Additional licenses: CFP, CPA or EA a plus
About Us:
The Stefans Group is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of our client's financial lives. We offer ‘One-stop shopping’ for our client's financial, tax, and financial-related legal needs. Visit us at www.StefansGroup.com to learn more about our company.
Advisor and Team Support
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
- Support income tax services and work flow especially during tax season.
- Support general administrative needs
- Support firm marketing needs
Qualifications:
- FINRA Series 7 & 66 a prerequisite
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, and other tools is strongly preferred
- Tax preparation and accounting experience a plus
Compensation 75,000 + commission. Negotiable if transitioning an existing investment book of business.
Job Type: Full-time
Salary: Salary and commission expectation $ 125,000 - $175,000 commensurate with experience.