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 ...
New
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 ...
New
Participate in portfolio management, investment research, and financial planning initiatives ... Active FINRA Series 7 and Series 66 licenses (or recognized equivalents) * CFP ® designation or ...
Quick apply
Participate in portfolio management, investment research, and financial planning initiatives ... Active FINRA Series 7 and Series 66 licenses (or recognized equivalents) * CFP ® designation or ...
Sr. Associate Financial Planner - FINRA Series 7 and Series 66
Bellevue, WA · On-site
$75K - $83K/yr
This role combines client-facing responsibilities with portfolio management, investment research ... Series 7 and Series 66 licenses (or recognized equivalents) • CFP ® designation or other ...
Sr. Associate Financial Planner - FINRA Series 7 and Series 66
Bellevue, WA · On-site
$75K - $83K/yr
This role combines client-facing responsibilities with portfolio management, investment research ... Series 7 and Series 66 licenses (or recognized equivalents) • CFP ® designation or other ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, FL · On-site
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Fort Worth, TX · On-site
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Fort Worth, TX · On-site
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside, CA · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Job expectations include managing products, trading in self-directed accounts, and maintaining ... and Series 7 and Series 66. Wants to establish a long-term career in the financial services ...
Job expectations include managing products, trading in self-directed accounts, and maintaining ... and Series 7 and Series 66. Wants to establish a long-term career in the financial services ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Lincoln, NE · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Lincoln, NE · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
$180 - $300/hr
... management, tax and charitable giving, and sourcing new business. Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses. The role involves leading relationships with ...
New
$180 - $300/hr
... management, tax and charitable giving, and sourcing new business. Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses. The role involves leading relationships with ...
New
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... and Series 7 and Series 66. Wants to establish a long-term career in the financial services ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... and Series 7 and Series 66. Wants to establish a long-term career in the financial services ...
Director II, Family Office Solutions, Northern Trust, Los Angeles
Los Angeles, CA · On-site
$180 - $300/hr
... management, tax and charitable giving, and sourcing new business. Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses. The role involves leading relationships with ...
New
Director II, Family Office Solutions, Northern Trust, Los Angeles
Los Angeles, CA · On-site
$180 - $300/hr
... management, tax and charitable giving, and sourcing new business. Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses. The role involves leading relationships with ...
New
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Series 7 and Series 66. • Wants to establish a long-term career in the financial services ...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ · On-site
$26.92 - $29.33/hr
Job expectations include managing products, trading in self-directed accounts, and maintaining ... Series 7 and Series 66. • Wants to establish a long-term career in the financial services ...
The FSA will provide investment, savings, and liability management solutions to help maintain and ... Series 7 & 66 is required (or the equivalent 63 & 65) * Minimum of 1-2 years financial advisory or ...
The FSA will provide investment, savings, and liability management solutions to help maintain and ... Series 7 & 66 is required (or the equivalent 63 & 65) * Minimum of 1-2 years financial advisory or ...
The FSA will provide investment, savings, and liability management solutions to help maintain and ... Series 7 & 66 is required (or the equivalent 63 & 65) * Minimum of 1-2 years financial advisory or ...
The FSA will provide investment, savings, and liability management solutions to help maintain and ... Series 7 & 66 is required (or the equivalent 63 & 65) * Minimum of 1-2 years financial advisory or ...
The FSA will provide investment, savings, and liability management solutions to help maintain and ... Series 7 & 66 is required (or the equivalent 63 & 65) * Minimum of 1-2 years financial advisory or ...
The FSA will provide investment, savings, and liability management solutions to help maintain and ... Series 7 & 66 is required (or the equivalent 63 & 65) * Minimum of 1-2 years financial advisory or ...
$71 - $81/hr
Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend ... Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.Related ...
New
$71 - $81/hr
Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend ... Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.Related ...
New
Wealth Management Client Relationship Manager
Charlotte, NC · On-site
$71 - $81/hr
Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend ... Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.Related ...
New
Wealth Management Client Relationship Manager
Charlotte, NC · On-site
$71 - $81/hr
Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend ... Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.Related ...
New
Manager Series 7 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 manager series 7 66 jobs pay per year?
As of Sep 3, 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?
| Aspect | Manager Series 7 66 | Financial Advisor |
|---|---|---|
| Certifications | Series 7 and 66 licenses | Series 7, 66, and often CFP or other certifications |
| Work Environment | Financial firms, brokerage houses | Independent or firm-based financial planning |
| Industry Usage | Regulatory and licensing roles in finance | Client-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:
What states have the most Manager Series 7 66 jobs?
States with the most job openings for Manager Series 7 66 jobs include:
Financial Client Relationship Associate Series 7 & 66 Required
Woodbury, NY • On-site
$175K/yr
Other
Posted 3 days ago
New
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.