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$11K

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How much do series 7 66 jobs pay per year?

As of Aug 6, 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?

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?

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?

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:
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Series 7 66 jobs near you
Infographic showing various Series 7 66 job openings in the United States as of August 2026, with employment types broken down into 75% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)

Bank of America

Pennington, NJ

$26.92 - $29.33/hr

Full-time

PTO

Re-posted 29 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 523 frontline employees who took The Breakroom Quiz

52nd of 170 rated banks

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Responsibilities:

  • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Focuses daily on service to sales with existing Merrill clients
  • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals

Required Qualifications:

  • Client-focused with a passion for excellence and a positive team attitude
  • Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
  • Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Effective communicator with an aptitude for sales and relationship management
  • Strong computer skills
  • Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
  • Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
  • Ambitious, disciplined, hardworking, resilient and willing to learn

Desired Qualifications:

  • Must be a current Year Up intern with Bank of America
  • Bachelor's Degree in related field or 1+ years of experience in a performance-based environment
  • FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
  • Leadership capabilities

Skills:

  • Attention to Detail
  • Critical Thinking
  • Customer and Client Focus
  • Verbal Communications
  • Prioritization
  • Active Listening
  • Decision Making
  • Emotional Intelligence
  • Result Orientation
  • Written Communications
  • Account Management
  • Adaptability
  • Client Experience Branding
  • Coaching
  • Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541)Pay and benefits informationPay range$26.92 - $29.33 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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

Year founded

1998

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