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Series 7 Jobs in Reston, VA (NOW HIRING)

Bank of America

Private Client Advisor II

Mclean, VA · On-site

Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial ...

Range

Account Executive

Mclean, VA · On-site

SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred * Bachelor's degree or equivalent experience Benefits * Health & Wellness : 100% employer-covered medical insurance for ...

Range

Senior Account Executive

Mclean, VA · On-site

SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred * Bachelor's degree or equivalent experience Benefits * Health & Wellness : 100% employer-covered medical insurance for ...

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Showing results 21-40

All JobsSeries 7 JobsSeries 7 Jobs in Reston, VA

Series 7 information

See Reston, VA salary details

$11

$28

$47

How much do series 7 jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for series 7 in Reston, VA is $28.80, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $30.53 per hour, depending on experience, location, and employer.

What kind of jobs can you do with a Series 7?

A Series 7 license qualifies individuals to work as registered representatives in securities firms, allowing them to sell a wide range of investment products such as stocks, bonds, mutual funds, options, and variable annuities. It is often required for roles in brokerage firms, financial advisory services, and investment banking, and typically involves client interaction and financial analysis. The license requires passing the FINRA Series 7 exam and adhering to industry regulations.

What advancement opportunities are available for professionals with a Series 7 license?

Professionals who hold a Series 7 license often find a range of career growth opportunities within the finance industry. Many start as entry-level registered representatives or financial advisors and can progress to senior advisor roles, portfolio management, or branch management positions as they gain experience and additional certifications. The Series 7 license also allows you to specialize in areas such as wealth management, institutional sales, or investment banking. Continued education and strong client performance can further enhance advancement potential. Many employers support professional development and often encourage or sponsor additional licensing for career progression.

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

To thrive as a Series 7 licensed professional, you need strong financial knowledge, analytical skills, and a deep understanding of securities, typically proven by passing the FINRA Series 7 exam. Proficiency with trading platforms, financial analysis software, and compliance management systems is also essential. Exceptional communication, relationship-building, and ethical judgment are important soft skills for this client-facing, trust-based role. These competencies are crucial for providing sound investment advice, adhering to regulatory standards, and building lasting client relationships in the finance industry.

What is a Series 7?

A Series 7 job typically refers to a financial professional, such as a stockbroker or investment advisor, who has passed the Series 7 exam. This qualification, administered by FINRA, allows individuals to sell a broad range of securities, including stocks, bonds, and mutual funds. Series 7 license holders often work for brokerage firms, investment banks, or financial advisory firms, helping clients make informed investment decisions.

What are the most commonly searched types of Series 7 jobs in Reston, VA? The most popular types of Series 7 jobs in Reston, VA are:
What are popular job titles related to Series 7 jobs in Reston, VA? For Series 7 jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Series 7 jobs in Reston, VA look for? The top searched job categories for Series 7 jobs in Reston, VA are:
What cities near Reston, VA are hiring for Series 7 jobs? Cities near Reston, VA with the most Series 7 job openings:
Series 7 jobs near you
Infographic showing various Series 7 job openings in Reston, VA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $59,907 per year, or $28.8 per hour.

Client Relationship Manager - Bethesda, MD

Charles Schwab

Bethesda, MD • On-site

$91K - $139K/yr

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  

As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch.  You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. 

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you have

Required qualifications 

  • Bachelor's degree or equivalent work-related experience 
  • A valid and active Series 7 license required  
  • A valid and active Series 63 license required  
  • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)  
  • 3+ years’ experience with customer service 
  • 3-5 years in a security/financial services capacity  

Preferred qualifications 

  • Notary  
  • 2+ years’ experience in a management/supervisory capacity  
  • Outstanding written and oral communication skills Previous experience in a direct client-facing role 
  • Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts 
  • Demonstrated experience handling client concerns and issues with tact and diplomacy  
  • Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously  
  • Ability to build and maintain good cross-enterprise working relationships

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply