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Hourly Series 7 Jobs (NOW HIRING)

Bank of America

$28.85 - $33.65/hr

Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu ... 85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Bank of America

$28.85 - $33.65/hr

Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu ... 85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Wells Fargo

Associate Financial Advisor

Bend, OR

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) * State Variable ... Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage ...

Wells Fargo

Associate Financial Advisor

Coos Bay, OR · On-site

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) * State Variable ... Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage ...

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Hourly Series 7 information

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$121K

How much do hourly series 7 jobs pay per year?

As of Aug 7, 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 kind of jobs can you do with an Hourly Series 7?

An individual with an Hourly Series 7 license can work as a registered representative, selling securities such as stocks, bonds, mutual funds, and options on behalf of brokerage firms. These roles typically involve client advising, trading, and investment analysis, often requiring knowledge of financial regulations and compliance. The license allows for employment in brokerage firms, investment advisory firms, and financial institutions that require securities registration.

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

Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard Group

Charlotte, NC • On-site

$84K - $92K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

In this role, you will:
  • Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
  • Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
  • Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.
  • Collaborate across teams to maintain and enhance the UHNW client experience.
  • Document client and team feedback to support continuous service improvement with the business.
  • Build expertise in Vanguard products, services, and industry trends to guide clients effectively.

What It Takes
  • Minimum of three years' experience in Financial Services; client service experience preferred.
  • Undergraduate degree or equivalent combination of training and experience.
  • Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining.
  • Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions.
  • Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics.

How We Will Support You
  • Fully paid training and coaching to help you obtain required licenses.
  • Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model.
  • Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management

Qualifications:
  • Minimum of three years related work experience in the Financial Services industry.
  • Experience in client services preferred.
  • Undergraduate degree or equivalent combination of training and experience required.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Why Vanguard
At Vanguard, we believe in supporting our "crew" personally through all life stages.
Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. If you are bringing your active SIE, Series 7 & Series 66 licenses into the role, you will receive a $20,000 licensing bonus
In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include:
  • World class training and development programs to equip you with the tools to take the FINRA Series 66.
  • A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses.
  • An annual bonus (known internally as Partnership) based on company performance.
  • 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
  • Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition.
  • Best-in-class medical, dental, and vision coverage with on-site health perks:
    • CrewCare: our own onsite health-clinic for you and your loved ones.
    • ShipShape: onsite fitness center.
    • LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you.
  • Education benefits including tuition reimbursement designed to support you in furthering your education.
  • Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different!

For a deeper look into our benefits, please visit our Why Vanguard page!
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

What Vanguard employees say

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