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Series 67 Jobs (NOW HIRING)

Mindlance

CSR - Series 7 Licensing Program

Minneapolis, MN · On-site

$16.75 - $22.75/hr

This position is part of a Client Series 7 Licensing Program sponsored by a Top investment bank. * Selected candidates will participate in onsite training provided by a Top investment bank. * The ...

GovernmentJobs.com

Legal Process Clerk I/II

Redding, CA · On-site

$3.4K - $4.3K/mo

Legal Process Clerk II: $3,409 - $4,350 approximate monthly / $19.67 - $25.10 approximate hourly ... This is the entry-level class in the Legal Process Clerk series. Legal Process Clerk I is ...

County of Shasta

Legal Process Clerk I/II

Redding, CA

$38K - $52K/yr

Legal Process Clerk II: $3,409 - $4,350 APPROXIMATE MONTHLY* / $19.67 - $25.10 APPROXIMATE HOURLY ... This is the entry-level class in the Legal Process Clerk series. Legal Process Clerk I is ...

Shasta County

Legal Process Clerk I/II

Redding, CA · On-site

$3.4K - $4.3K/mo

Legal Process Clerk II: $3,409 - $4,350 approximate monthly / $19.67 - $25.10 approximate hourly ... This is the entry-level class in the Legal Process Clerk series. Legal Process Clerk I is ...

Wyetech

Network Engineer 3

Linthicum, MD · On-site

$100 - $158/hr

Install and configure Cisco 7600 series routers 6500 series switches * Maintain, monitor ... Employees receive two complementary branded clothing orders annually. $72.67 - $114.70 an hour Pay ...

Wyetech

Network Engineer 3

Linthicum Heights, MD · On-site

$72.67 - $114.70/hr

Install and configure Cisco 7600 series routers 6500 series switches * Maintain, monitor ... Employees receive two complementary branded clothing orders annually. $72.67 - $114.70 an hour Pay ...

Wyetech

Network Engineer 3

Linthicum, MD · On-site

$72.67 - $114.70/hr

Install and configure Cisco 7600 series routers 6500 series switches * Maintain, monitor ... Employees receive two complementary branded clothing orders annually. $72.67 - $114.70 an hour Pay ...

San Blas Securities

Financial Advisor Series 7

Albany, NY · Remote

$100K - $500K/yr

Series 7 (6) and 63 licenses are required * Self-starter with a strong work ethic and ability to work independently * Portable, existing, client relationships are a requirement San Blas Securities is ...

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Showing results 21-40

All JobsSeries 67 Jobs

Series 67 information

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$11

$27

$45

How much do series 67 jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for series 67 in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is a Series 67 professional?

Series 67 professionals are individuals who have passed the Series 65 and Series 66 exams, qualifying them to act as investment adviser representatives (IARs). The Series 67 designation is not an official FINRA or NASAA exam, but sometimes refers to those licensed to both give investment advice and sell securities. These professionals can offer financial planning, portfolio management, and investment advice to clients. They must comply with state regulations and act in the best interests of their clients. People in this role often work for investment advisory firms, financial planning companies, or as independent advisers.

What skills and qualifications are needed to thrive as a Series 67 professional?

To thrive as a Series 67 financial professional, you need a strong understanding of investment products, securities regulations, and financial planning, typically supported by passing the Series 65 and Series 66 exams (since Series 67 is not an industry-standard license). Expertise with financial analysis tools, portfolio management software, and compliance systems is often required. Exceptional interpersonal skills, ethical judgment, and clear communication help build client trust and manage complex financial scenarios. These competencies ensure effective investment guidance, regulatory compliance, and lasting client relationships in a competitive financial services environment.

What challenges do Series 67 professionals face when balancing client service and regulatory compliance?

Series 67 professionals often navigate the dual responsibilities of delivering personalized investment advice while ensuring strict adherence to industry regulations. A common challenge is staying current with ever-evolving compliance requirements, which can sometimes limit the flexibility in crafting tailored financial strategies for clients. Professionals must also maintain thorough documentation and communication to satisfy both client needs and regulatory audits. Successful Series 67 representatives develop strong organizational habits and regularly participate in compliance training to manage these demands effectively.
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Series 67 jobs near you
Infographic showing various Series 67 job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)

Bank of America

Pennington, NJ • On-site

Full-time

PTO

Re-posted 21 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 536 frontline employees who took The Breakroom Quiz

49th of 175 rated banks

Job description

Job Description:
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better.
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Build your network. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor, you can look forward to
  • Unlimited potential for financial growth.
  • Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • Robust marketing support to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

We're a culture which
  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills
  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
  • Is comfortable in a sales role, finding ways to nurture strong client relationships.
  • Communicates clearly and confidently with clients from all walks of life.
  • Works well with others and collaborates productively to get things done.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.

Desired skills
  • A bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
  • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
  • Strong computer skills with an ability to multitask in a demanding environment.

Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)
Pay and benefits information
Pay range
$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This 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.

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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

Social media

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