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Hourly Series 7 Jobs (NOW HIRING)

TIAA

Financial Consultant

Hamden, CT

... your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All ... Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ...

TIAA

Financial Consultant

New York, NY · On-site

... your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All ... Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ...

TIAA

Financial Consultant

Providence, RI · On-site

... your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All ... Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ...

TIAA

Financial Consultant

Hamden, CT · On-site

... your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All ... Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ...

TIAA

Financial Consultant

Coralville, IA · On-site

$72K - $95K/yr

... your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All ... Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ...

TIAA

Financial Consultant

Princeton, NJ · On-site

$72K - $95K/yr

... your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All ... Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ...

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How much do hourly series 7 jobs pay per year?

As of Jul 27, 2026, the average yearly pay for hourly series 7 in the United States is $83,659.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Hourly Series 7 professionals in balancing client needs with compliance requirements?

Hourly Series 7 professionals often encounter the challenge of providing tailored investment advice to clients while adhering to strict regulatory and compliance standards. Balancing the desire to meet client goals with the need to ensure all recommendations comply with FINRA and SEC rules requires strong attention to detail and ongoing education. Additionally, professionals may need to navigate time management pressures, as hourly arrangements often demand careful tracking of billable time and clear communication with clients about expectations and deliverables.

What are the key skills and qualifications needed to thrive as a Series 7 Licensed Financial Representative, and why are they important?

To thrive as a Series 7 Licensed Financial Representative, you need strong financial knowledge, analytical abilities, and the Series 7 license, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial software, trading platforms, and regulatory compliance systems is typically required. Excellent communication, client relationship management, and ethical judgment are standout soft skills. These skills ensure effective client service, regulatory adherence, and successful investment guidance in a highly regulated industry.

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

AspectHourly Series 7Hourly Financial Advisor
CertificationsSeries 7 license requiredSeries 7 license often required, plus CFP or other certifications
Work EnvironmentFinancial firms, brokerage housesFinancial planning firms, banks, independent practices
Job FocusTrading, securities sales, client account managementFinancial planning, investment advice, client wealth management
Employer & Industry UsageUsed mainly in brokerage and securities firmsUsed across financial advisory and planning sectors

Hourly Series 7 professionals primarily focus on securities trading and sales within brokerage firms, requiring the Series 7 license. Hourly Financial Advisors often provide comprehensive financial planning and investment advice, sometimes holding additional certifications like CFP. While both roles involve client interaction and financial knowledge, the Hourly Series 7 is more trading-oriented, whereas the Hourly Financial Advisor emphasizes holistic financial planning.

What cities are hiring for Hourly Series 7 jobs? Cities with the most Hourly Series 7 job openings:
What are the most commonly searched types of Series 7 jobs? The most popular types of Series 7 jobs are:
What states have the most Hourly Series 7 jobs? States with the most job openings for Hourly Series 7 jobs include:
Hourly Series 7 jobs near you
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)

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

Bank of America

Lincoln, NE

$26.92 - $29.33/hr

Full-time

PTO

Posted 20 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 521 frontline employees who took The Breakroom Quiz

52nd of 170 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:

  • Must be a current Year Up intern with Bank of America
  • 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

Pay Transparency details

US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541)Pay and benefits informationPay range$26.92 - $29.33 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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

Year founded

1998

Social media

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