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Series Seven Jobs in Renton, WA (NOW HIRING)

TIAA

Wealth Advisor

Seattle, WA

$80K - $95K/yr

Series 7; Series 63; Series 65; Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or ...

TIAA

Wealth Advisor

Bellevue, WA

$80K - $95K/yr

Series 7; Series 63; Series 65; Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or ...

Ameriprise Financial

Financial Advisor

Bellevue, WA · On-site

$53K - $83K/yr

Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o ...

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All JobsSeries Seven JobsSeries Seven Jobs in Renton, WA

Series Seven information

See Renton, WA salary details

$51.7K

$123.3K

$205.8K

How much do series seven jobs pay per year?

As of Aug 7, 2026, the average yearly pay for series seven in Renton, WA is $123,275.00, according to ZipRecruiter salary data. Most workers in this role earn between $96,200.00 and $159,700.00 per year, depending on experience, location, and employer.

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

A Series Seven 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, and options. It is often required for roles in brokerage firms, financial advising, and investment sales, and typically involves working in a client-facing environment with compliance and regulatory standards.

What is the difference between Series Seven vs Series 66?

AspectSeries SevenSeries 66
Required CredentialsSeries Seven licenseSeries 66 license (combined with Series 7)
Work EnvironmentBrokerage firms, securities salesFinancial advisory, investment consulting
Industry UsagePrimarily for securities sales and tradingFor investment advisor representatives and securities

The Series Seven license allows individuals to sell a wide range of securities products, including stocks, bonds, and mutual funds. The Series 66 combines the Series 63 and 65 licenses, focusing on investment advisory and securities regulations. While the Series Seven is essential for securities sales, the Series 66 is often required for those providing investment advice. Both licenses are common in brokerage and financial advisory roles, but they serve different functions in the industry.

Will Series Seven help me get a job?

The Series Seven exam is a licensing requirement for individuals seeking to work as securities representatives, such as stockbrokers or financial advisors. Passing the exam demonstrates knowledge of investment products and regulations, which can improve employment prospects in the financial services industry. However, additional qualifications, experience, and firm-specific requirements are often necessary to secure a job.
What job categories do people searching Series Seven jobs in Renton, WA look for? The top searched job categories for Series Seven jobs in Renton, WA are:
What cities near Renton, WA are hiring for Series Seven jobs? Cities near Renton, WA with the most Series Seven job openings:
Series Seven jobs near you

Licensed Financial Planner (Series 7 & 66)

Talent Search PRO

Tukwila, WA • On-site

$75K - $83K/yr

Full-time

Re-posted 10 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.

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