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Manager Series 7 66 Jobs (NOW HIRING)

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Manager Series 7 66 information

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$59K

$127.8K

$230.5K

How much do manager series 7 66 jobs pay per year?

As of Aug 11, 2026, the average yearly pay for manager series 7 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.

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

AspectManager Series 7 66Financial Advisor
CertificationsSeries 7 and 66 licensesSeries 7, 66, and often CFP or other certifications
Work EnvironmentFinancial firms, brokerage housesIndependent or firm-based financial planning
Industry UsageRegulatory and licensing roles in financeClient-facing financial planning and investment advice

The Manager Series 7 66 is primarily a licensing and regulatory role within financial firms, focusing on compliance and securities transactions. In contrast, a Financial Advisor uses similar licenses to provide personalized financial planning and investment advice to clients. While both roles require Series 7 and 66 licenses, Financial Advisors often pursue additional certifications like CFP to enhance client service. The main difference lies in the scope: Manager Series 7 66 roles are more regulatory, whereas Financial Advisors focus on client relationships and financial planning.

What cities are hiring for Manager Series 7 66 jobs? Cities with the most Manager Series 7 66 job openings:
What are the most commonly searched types of Series 7 66 jobs? The most popular types of Series 7 66 jobs are:
Manager Series 7 66 jobs near you

Licensed Financial Planner (Series 7 & 66)

Talent Search PRO

Tukwila, WA

$75K - $83K/yr

Full-time

Re-posted 5 days ago

Job description

Senior Associate Financial Planner

Location: Tukwila, WA
Salary: $75,000–$83,000/year
Employment Type: Full-Time, Permanent

Join a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in delivering financial planning services to high-net-worth individuals.

You'll support and deliver comprehensive financial planning by preparing for client meetings, managing investment portfolios, conducting financial analysis, and helping clients implement personalized wealth strategies.

Responsibilities
  • Partner with Financial Planners to prepare for and participate in client meetings.
  • Gather client data and prepare meeting agendas, financial planning documents, Investment Policy Statements, and asset allocation recommendations.
  • Analyze clients' financial situations and coordinate implementation of planning recommendations with outside professionals when needed.
  • Assist with trading, portfolio rebalancing, cash management, and tax-loss harvesting activities.
  • Deliver financial planning guidance to high-net-worth clients.
  • Develop and maintain ongoing client relationships while providing exceptional client service.
  • Help manage client portfolios alongside the Lead Financial Planner.
  • Support the Investment Committee with portfolio maintenance, model updates, trading, and account management.
  • Conduct investment fund research under the guidance of the Chief Investment Officer.
  • Coordinate portfolio reviews and help facilitate Investment Committee discussions.
Requirements
  • FINRA Series 7 and Series 66 licenses (or recognized equivalents).
  • Bachelor's degree.
  • CFP® certification or another relevant financial planning designation.
  • Strong financial analysis and investment knowledge.
  • Excellent organizational skills with strong attention to detail.
  • Ability to work independently while collaborating effectively with the advisory team.
  • Strong communication and relationship-building skills.