158 series 7 jobs at 44 companies in Virginia
2w
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Brokerage Services Registered Analyst - Series 7/63 - Remote
Franklin or North Carolina or New Jersey or Virginia or Texas or Georgia or Florida
$23-$35/hr RemoteFull Time
4+ YOEAssociates degree or equivalent, 4+ years customer service experience, Series 63/7/SIE required, fingerprinting, expert knowledge of investment products and tax implications, advanced communication and computer skills.
1w
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Wealth Advisor - PNC Wealth Management
Norfolk, Virginia, United States
$64k-$106k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience typically required. FINRA Series 7 and 66, or Series 7 with Series 63 and 65, plus Life and Health Insurance licenses required.
1w
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Business Service Officer
Frederick or McLean
$85k-$140k/yr OnsiteFull Time
Bachelor's degree or equivalent; industry experience; active Series 7, Series 9 and 10, and Series 66 or Series 63+65 required; supervisory experience and strong communication, leadership, and compliance knowledge.
3w
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Financial Wealth Advisor - VA South/Eastern Shore, MD
Linthicum Heights or Virginia
$80k-$200k/yr HybridFull Time
7+ YOESeries 7 and Series 65/66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent, familiarity with Salesforce and financial planning tools.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS’s Wealthscape Trading Platform
19h
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VP, Financial Consultant - Merrifield, VA
Falls Church or Merrifield
$75k-$110k/yr OnsiteFull Time
Valid FINRA Series 7 required; must obtain Series 66 or Series 63/65 and Life & Health Insurance credentials. Financial planning, business development, relationship-building, and market knowledge required.
Wealth Management University
2w
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Brokerage Operations Senior Trade Support Specialist
Richmond, Virginia, United States
$47k-$96k/yr OnsiteFull Time
2+ YOEBachelor's or equivalent, 2+ years brokerage operations experience, Series 7 required, Series 63 preferred, strong attention to detail, communication, and problem-solving skills.
6d
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Financial Representative - Glen Allen, VA
Glen Allen, Virginia, United States
$45k-$75k/yr OnsiteFull Time
Customer service, phone support, or financial services experience; strong interpersonal, organizational, assessment, prioritization, and technology skills. Series 7 and Series 66 licenses required.
Series 7, Series 66
1mo
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US EA Financial Advisor Region 348
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services experience with clients, investment product knowledge, strong communication, critical thinking, relationship-building, and a record of success.
social media
3w
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Compliance Analyst
Richmond, Virginia, United States
$55k-$65k/yr OnsiteFull Time
Experience in securities/regulatory or auditing preferred. Must obtain SIE, Series 7, Series 66 within 1 year and Series 24 within 18 months. Proficiency in Microsoft Outlook, Word, and Excel; strong communication and organizational skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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EY-Parthenon - Investment Banking - Healthcare - Payor Services - Managing Director (New York, NY, US, 10001-8604)
New York or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or McLean or San Francisco or Cincinnati or Cleveland or Minneapolis or Nashville or Charlotte
$265k-$325k/yr HybridFull Time
7+ YOEBachelor's degree plus 8 years related experience (or graduate degree plus 7 years), extensive investment banking M&A origination and execution experience, Series 7/79 and Series 63 securities licenses, team leadership, travel flexibility.
Microsoft Copilot
3mo
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Financial Advisor (Harrisonburg, VA, US, 22801)
Harrisonburg, Virginia, United States
OnsiteFull Time
Series 7, Series 66, Life and Health licenses; proficiency in Microsoft Office; travel within territory; high school diploma required; college degree and advanced designations preferred.
Microsoft Office
3d
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Financial Solutions Advisor- Virginia Beach Market
Richmond, Virginia, United States
$70k-$80k/yr OnsiteFull Time
1+ YOERequires high school diploma/GED, Series 7 and 66 or Series 63 and 65, and at least one year in investments plus financial services or goal-based sales experience.
SAFE Act
1mo
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Regional Sales Director
North Carolina or South Carolina or Virginia
$75k/yr FieldFull Time
Bachelor's degree, Series 7 and Series 63 or 65 required, proven wholesale sales track record, knowledge of investments, business planning and finance, excellent communication and presentation skills.
2mo
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External Wholesaler - Mid-Atlantic
Baltimore or Washington, D.C. or Virginia or Maryland
$100k/yr FieldFull Time
2+ YOERequired SIE, Series 7, and either Series 63 & 65 or Series 66; 2+ years external wholesaler experience (or 3 years top internal wholesaler); bachelor’s degree or equivalent; strong sales presentation, territory management, and relationship-building skills.
1w
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Financial Consultant - Midlothian, VA
Midlothian, Virginia, United States
$60k-$75k/yr OnsiteFull Time
Proven relationship-building and consultative sales success, extensive investment knowledge, Series 7 and 66 licenses or ability to obtain Series 66, state registrations, and strong client communication skills.
FINRA
5d
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Financial Advisor
Fredericksburg, Virginia, United States
$50k-$60k/yr OnsiteFull Time
2+ YOECollege degree, 2+ years of financial sales experience, FINRA Series 7 and 66 or Series 63 and 65, Virginia Life Insurance license, computer literacy, and strong communication skills.
Microsoft Excel
4w
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Registered Wealth Management Client Associate
Alexandria, Virginia, United States
$27-$45/hr OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), high school diploma/GED, advanced industry knowledge, client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Financial Services Representative - State Farm Agent Team Member
Floyd, Virginia, United States
$35k-$65k/yr OnsiteFull Time
3+ YOE3+ years in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred.
3mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
2+ YOE2+ years supporting financial advisors; Series 7 and/or 66 preferred or obtainable within 1 year.
2mo
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Financial Advisor Associate - Great Falls, VA
Great Falls, Virginia, United States
$67k-$99k/yr OnsiteFull Time
1+ YOEEntry-level financial advisor role requiring SIE, Series 7, Series 66 or equivalent, strong communication and relationship-building skills, willingness to travel, and ability to meet sales and referral goals.
SalesForce, Money Guide Pro
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