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Series 7 66 information

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$11K

$78.7K

$140K

How much do series 7 66 jobs pay per year?

As of Jul 20, 2026, the average yearly pay for series 7 66 in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What are the typical responsibilities of a Series 7 66 licensed professional in a financial advisory firm?

Series 7 66 licensed professionals are primarily responsible for providing investment advice, managing client portfolios, and executing securities transactions on behalf of clients. On a typical day, you might meet with clients to discuss financial goals, research and recommend suitable investment strategies, and ensure compliance with industry regulations. These roles often work closely within a team of advisors, analysts, and support staff to deliver comprehensive financial planning services. The environment tends to be fast-paced and client-focused, offering continual learning opportunities and career advancement paths for those who demonstrate strong performance and dedication.

What is a Series 7 66 job?

A Series 7 and 66 job typically refers to roles in the financial services industry, such as financial advisor or investment representative. The Series 7 license, issued by FINRA, allows professionals to trade securities, while the Series 66 license qualifies them to provide investment advice and manage client portfolios. These professionals help clients make informed investment decisions, conduct financial planning, and ensure compliance with regulations. Many positions requiring these licenses are found in brokerage firms, banks, or wealth management firms.

What are the key skills and qualifications needed to thrive in the Series 7 66 position, and why are they important?

To thrive as a Series 7 66 professional, you need a solid understanding of financial markets, investment products, and regulatory compliance, supported by active Series 7 and Series 66 FINRA licenses. Competence in using financial planning software, customer relationship management (CRM) systems, and market research tools is typically required. Exceptional interpersonal skills, ethical judgment, and the ability to build trust with clients set top performers apart. These abilities are essential to ensure high-quality investment guidance, regulatory adherence, and long-term client satisfaction.

More about Series 7 66 jobs
What cities are hiring for Series 7 66 jobs? Cities with the most 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:
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Series 7 66 jobs near you
Infographic showing various Series 7 66 job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 81% Full Time, 15% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.
Licensed Financial Planner (Series 7 & 66)

Licensed Financial Planner (Series 7 & 66)

Talent Search PRO

Tukwila, WA

$75K - $83K/yr

Full-time

Posted 21 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.