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Entrylevel Series Seven 66 Jobs (NOW HIRING)

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Entrylevel Series Seven 66 information

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$127.8K

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How much do entrylevel series seven 66 jobs pay per year?

As of Sep 9, 2026, the average yearly pay for entrylevel series seven 66 in the United States is $127,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $161,500.00 per year, depending on experience, location, and employer.
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Infographic showing various Entrylevel Series Seven 66 job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $127,750 per year, or $61.4 per hour.

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.