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Series 79 Jobs (NOW HIRING)

PNC Bank

$80K - $200K/yr

DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7, and 63 within 120 days of employment. Derivatives - SIE, Series 7 and 63 within 120 days of employment. FIG - SIE, Series 7 and ...

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Series 79 information

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$11K

$78.3K

$118K

How much do series 79 jobs pay per year?

As of Jul 27, 2026, the average yearly pay for series 79 in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is a Series 79 job?

A Series 79 job typically refers to a role in investment banking that requires the Financial Industry Regulatory Authority (FINRA) Series 79 license. This license is required for professionals involved in advising on mergers and acquisitions (M&A), debt and equity offerings, and other capital-raising activities. Individuals in this role work on complex financial transactions, perform valuation analyses, and assist clients with strategic financial decisions. To obtain the Series 79 license, candidates must pass the Series 79 exam and be sponsored by a FINRA-member firm.

What percentage of people pass the series 79?

The Series 79 exam has a pass rate of approximately 70-75%. Success depends on thorough preparation, understanding of investment banking and financial advisory concepts, and familiarity with the exam format. Candidates often prepare using study guides, practice exams, and coursework to improve their chances of passing.

What is a series 79 license for?

A Series 79 license qualifies individuals to work as investment banking representatives, focusing on advising on and facilitating mergers, acquisitions, and other corporate finance transactions. It demonstrates knowledge of securities regulations, financial analysis, and deal structuring, and is often required for professionals involved in capital raising and advisory services in investment banking. The license is obtained by passing the Series 79 exam administered by FINRA.

What are some common daily responsibilities for professionals who hold a Series 79 license?

Series 79 licensed professionals, typically investment banking representatives, spend their days analyzing financial statements, preparing pitch books and deal documentation, and supporting the execution of mergers, acquisitions, and other corporate transactions. They frequently collaborate with internal teams, such as senior bankers, legal professionals, and due diligence staff, as well as with external clients and stakeholders. The role also involves market research, financial modeling, and ensuring all materials comply with regulatory requirements. This dynamic environment requires balancing multiple projects, maintaining strong attention to detail, and adapting quickly to changing client needs.

What jobs require series 79?

The Series 79 license is required for investment banking roles such as mergers and acquisitions (M&A) advisory, capital markets, and corporate finance professionals. It qualifies individuals to engage in private placements, public offerings, and financial advisory services, often in a fast-paced, client-facing environment. Holding the Series 79 demonstrates knowledge of securities regulations, financial analysis, and deal structuring.

What are the key skills and qualifications needed to thrive in the Series 79 position, and why are they important?

To thrive as a Series 79 professional, you need a strong background in corporate finance, analytical skills, and the ability to interpret complex financial statements, typically supported by a bachelor's degree in finance or a related field and passing the FINRA Series 79 exam. Familiarity with financial modeling software, deal management platforms, and regulatory compliance systems is essential. Exceptional communication, attention to detail, and the ability to perform under tight deadlines are valuable soft skills in this role. These skills are critical for accurately advising clients, executing transactions, and maintaining compliance in investment banking environments.

Which 3 jobs will survive AI?

In the finance industry, roles such as financial analysts, compliance officers, and relationship managers are likely to persist despite AI advancements. These jobs require complex judgment, interpersonal skills, and regulatory knowledge that are difficult for AI to fully replicate. Certifications like the Series 79 can enhance expertise in these areas, supporting job security.
More about Series 79 jobs
What cities are hiring for Series 79 jobs? Cities with the most Series 79 job openings:
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Series 79 jobs near you
Infographic showing various Series 79 job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.
Investment Banking Associate - Tech Enabled Services

Investment Banking Associate - Tech Enabled Services

William Blair

Atlanta, GA

Other

Posted 14 days ago

Job description

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.
Responsibilities include but may not be limited to:

  • Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work.
  • Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
  • Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
  • Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
  • Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
  • Actively participate in client meetings and drafting sessions.
  • Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
  • Identify improvements to processes and propose solutions to complete tasks more efficiently.
  • Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
  • Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
  • Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
  • Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.


Qualifications:

  • Bachelor's Degree required
  • MBA strongly preferred
  • Internship or prior work experience in financial services industry preferred
  • SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment (for US Campus hires only)
  • SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US experienced hires only)
  • Detail oriented with strong analytical abilities
  • Excellent mathematical, writing, verbal and computer skills
  • Ability to adapt to new tasks with little notice
  • Ability to manage expectations of senior bankers while working on multiple projects simultaneously
  • Effective leadership and coaching skills
  • Strong desire to win
  • Sound judgement
  • Deep, sophisticated understanding of accounting and finance
  • Commitment to satisfying internal and external customers
  • Travel required: approximately 10% to 30%

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