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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 Jul 27, 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 is the average salary for someone with a Series 7 and 66?

Individuals holding both Series 7 and 66 licenses typically work as financial advisors or securities representatives, with average salaries ranging from $70,000 to $120,000 annually. Compensation can vary based on experience, location, client base, and firm size, often supplemented by commissions and bonuses.

What jobs let you keep Series 7?

Jobs that typically allow you to keep your Series 7 license include roles such as financial advisor, stockbroker, or registered representative at brokerage firms. These positions require ongoing licensing to sell securities and often involve client-facing financial planning or investment management. Maintaining the Series 7 license usually requires meeting continuing education and licensing renewal requirements.

What job makes $1,000,000 a year?

High-level executive roles such as CEOs, CFOs, and other C-suite executives can earn over $1 million annually, especially in large corporations. Additionally, successful entrepreneurs, top hedge fund managers, and certain specialized professionals in finance or technology may reach this income level through bonuses, stock options, or profit sharing.

What jobs can I get with a Series 7 and 66?

A Series 7 and 66 license qualify individuals for roles such as financial advisor, stockbroker, or securities representative, enabling them to sell a range of investment products and provide financial planning services. These licenses are often required for positions in brokerage firms, investment advisory firms, and financial institutions, and they demonstrate knowledge of securities regulations, investment strategies, and client management. Holding these licenses allows professionals to work in sales, client consulting, and portfolio management within the financial services industry.
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)

Licensed Financial Planner (Series 7 & 66)

Talent Search PRO

Tukwila, WA

$75K - $83K/yr

Full-time

Posted 28 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.