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Temporary Series 7 66 Jobs (NOW HIRING)

Waggoner Financial

Wealth Management Associate

Lansing, MI · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

SIE, Series 7 & 66, certification or active progress toward it Benefits * Comprehensive health, dental, life, and short and long term disability insurance * 401(k) with company match * Generous paid ...

Waggoner Financial

Wealth Management Associate

Lansing, MI · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

SIE, Series 7 & 66, certification or active progress toward it Benefits * Comprehensive health, dental, life, and short and long term disability insurance * 401(k) with company match * Generous paid ...

Varsity Tutors

Series 66 Tutor

Lynn, MA · Remote

$18 - $40/hr

Deep knowledge of Series 66 Uniform Combined State Law examination content covering state ... 7. * Effective Teaching Methods: Ability to identify concepts students commonly struggle with ...

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$140K

How much do temporary series 7 66 jobs pay per year?

As of Aug 19, 2026, the average yearly pay for temporary 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 is the difference between Temporary Series 7 66 vs Financial Advisor?

AspectTemporary Series 7 66Financial Advisor
CertificationsSeries 7 and 66 licenses (temporary)Series 7, 66, and often additional certifications
Work EnvironmentTemporary roles, often in brokerage firms or financial institutionsLong-term client-focused, in banks, independent firms, or private practices
Employer UsageUsed for short-term staffing or project-based rolesUsed for ongoing client management and financial planning

The Temporary Series 7 66 role typically involves short-term or project-based work requiring the necessary licenses, while a Financial Advisor provides ongoing financial planning and advice, often with a broader scope of certifications and client relationships.

What jobs can I get with a Temporary Series 7 66 license?

A Temporary Series 7 and 66 license allows individuals to work as registered representatives or financial advisors, providing investment advice, selling securities, and managing client portfolios. These licenses are often required for roles in brokerage firms, financial planning, and investment advisory services, typically involving client interaction and compliance with industry regulations.

What cities are hiring for Temporary Series 7 66 jobs?

Cities with the most Temporary Series 7 66 job openings:

What are the most commonly searched types of Series 7 66 jobs?

The most popular types of Series 7 66 jobs are:

What states have the most Temporary Series 7 66 jobs?

States with the most job openings for Temporary Series 7 66 jobs include:

What job categories do people searching Temporary Series 7 66 jobs look for?

The top searched job categories for Temporary Series 7 66 jobs are:

Temporary Series 7 66 jobs near you
Infographic showing various Temporary Series 7 66 job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% 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

Jacksonville, FL • On-site

$26.92 - $29.33/hr

Full-time

PTO

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

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 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

Social media

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