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Series Seven Jobs in Renton, WA (NOW HIRING)

Must hold SIE, Series 7/66 or Series 7/63/65 licenses. * Minimum of three years of investment experience in a client facing role. * Excellent presentation skills, very strong interpersonal and ...

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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:

Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

Bank of America

Silverdale, WA

$28.85 - $33.65/hr

Full-time

PTO

Re-posted 7 days ago


Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks


Job description

Job Description:

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Work Schedule

Monday thru Friday, some Saturdays required

Schedule Example: 8am-5pm, 9am-6pm, etc

We'll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from Academy managers who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

  • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

  • Aptitude in obtaining required industry licenses.

  • Must be self-disciplined in managing time and capacity.

  • Experience in cultivating client relationships, accessing needs and recommending solutions.

  • Success creating strong peer relationships through effective communication and collaboration.

  • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.

  • Executes multiple tasks simultaneously.

  • Learns and adapts to new technology or applications.


Desired Qualifications:

  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

  • SIE Certification Strongly Preferred

Skills:

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

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

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA5131), US - WA - Tacoma - 2101 N Pearl St - WESTGATE BC (WA5145), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141), US - WA - Tacoma - 9515 Bridgeport Way Sw - Lakewood (WA5125)Pay and benefits informationPay range$28.85 - $33.65 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.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

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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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