247 series 7 jobs at 56 companies in Washington, DC
1w
Save
Mark Applied
Hide
Business Service Officer
Frederick or McLean
$85k-$140k/yr OnsiteFull Time
Bachelor's degree or equivalent, prior industry experience, active Series 7, Series 9 and Series 10, plus Series 66 or Series 63 and Series 65 licenses. Strong leadership and communication skills required.
Human Resources
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Financial Wealth Advisor - VA South/Eastern Shore, MD
Linthicum Heights, Maryland, United States
$80k-$200k/yr HybridFull Time
7+ YOESeries 7 and Series 65 or 66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent, familiarity with financial planning and compliance.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS Wealthscape Trading Platform
1mo
Save
Mark Applied
Hide
Financial Wealth Advisor - Baltimore, MD
Baltimore or Linthicum Heights
$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 experience, familiarity with financial planning tools.
Salesforce CRM, eMoney, Retirement Pathfinder, Wealthscape Trading Platform
5d
Save
Mark Applied
Hide
Relationship Manager
Towson, Maryland, United States
$52k-$96k/yr OnsiteFull Time
High school diploma or equivalent; Series 7 and 66 or Series 7, 63, and 65; SAFE Act registration; communication, organization, collaboration, wealth management, risk management, and client issue resolution skills.
Salesforce
2mo
Save
Mark Applied
Hide
Senior Financial Consultant (Georgia Avenue/Olney)
Olney, Maryland, United States
OnsiteFull Time
5+ YOEBachelor’s degree preferred; minimum five years in investment services; FINRA Series 7 and Series 66 (or Series 63/65 in lieu); Virginia life insurance and annuities licenses; AWMA or CFP preferred.
Microsoft Office, Online systems
14h
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Associate Financial Advisor
Rockville, Maryland, United States
$82k-$137k/yr OnsiteFull Time
5+ YOEFINRA Series 7 and Series 66 (or Series 63 and 65), 5+ years financial services experience, bachelor\u0002s degree, strong communication, financial planning and investment knowledge, Microsoft Office and CRM proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
5d
Save
Mark Applied
Hide
Wealth Management Specialist
Towson, Maryland, United States
$30-$45/hr OnsiteFull Time
1+ YOERequires high school diploma/GED, 1+ year of experience, strong communication and organizational skills, wealth management product knowledge, risk management ability, and Series 7/66 or Series 7/63/65 licenses.
Salesforce, Wealth Management Workstation, Form ADV-2B
1w
Save
Mark Applied
Hide
Financial Services Representative - Washington, DC
Washington, District of Columbia, United States
$45k-$75k/yr HybridFull Time
Customer service experience, strong interpersonal and organizational skills, enthusiasm for financial services, and successful completion of FINRA SIE, Series 7 Top Off, and Series 66 exams.
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Financial Consultant - Annapolis, MD
Annapolis, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Requires relationship-building and consultative selling skills, extensive investment knowledge, client communication ability, and Series 7 and 66 licenses with state registrations or ability to obtain Series 66.
CFP
1mo
Save
Mark Applied
Hide
Financial Services Representative - Annapolis, MD
Annapolis, Maryland, United States
$45k-$75k/yr HybridFull Time
Customer-service experience; ability to handle inbound calls, place trades, and obtain FINRA licenses (SIE, Series 7, Series 66); strong communication, attention to detail, and coachability.
6d
Save
Mark Applied
Hide
Financial Advisor
Warrenton, Virginia, United States
$45k-$100k/yr OnsiteFull Time
Requires financial services or sales experience, registration or licensing, or professional or military progression. Bachelor's degree preferred. SIE, Series 7, Series 66, and state insurance licenses required.
SIE, Series 7, Series 66, FINRA, SEC
3mo
Save
Mark Applied
Hide
Associate Sales Consultant (Personal Investors)
Owings Mills or Colorado Springs
$67k-$93k/yr HybridFull Time
0+ YOEBachelor's degree; 0+ years experience; FINRA Series 7 and 66; sales experience preferred.
2mo
Save
Mark Applied
Hide
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.
4d
Save
Mark Applied
Hide
U.S. Private Bank - Private Banker - Senior Associate
Washington, District of Columbia, United States
$150k-$165k/yr OnsiteFull Time
3+ YOERequires 3+ years in private banking or financial services, a bachelor's degree, Series 7, Series 66, and insurance licenses, sales success, financial services expertise, and an established community network.
Hedge Funds, Private Equity, Real Estate
2w
Save
Mark Applied
Hide
Relationship Manager
Bethesda, Maryland, United States
OnsiteFull Time
Bachelor's degree required; Series 65 or Series 66/7 combo required; experience with Goldman Sachs, Schwab, Fidelity preferred; proficiency with AI and strong client service and communication skills.
AI
5d
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - San Francisco
San Francisco or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years of client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 credentials required within three months.
Employee Assistance Program (EAP)
Explore Jobs
Expand Your Job Search
Top Cities Near Washington for Series 7
- Series 7 jobs in Baltimore, MD
- Series 7 jobs in Arlington, VA
- Series 7 jobs in Alexandria, VA
- Series 7 jobs in Frederick, MD
- Series 7 jobs in Gaithersburg, MD
- Series 7 jobs in Rockville, MD
- Series 7 jobs in Bowie, MD
- Series 7 jobs in Leesburg, VA
- Series 7 jobs in Manassas, VA
- Series 7 jobs in Annapolis, MD
- Series 7 jobs in College Park, MD
- Series 7 jobs in Fredericksburg, VA
- Series 7 jobs in Laurel, MD
- Series 7 jobs in Herndon, VA
- Series 7 jobs in Greenbelt, MD
- Series 7 jobs in Fairfax, VA
- Series 7 jobs in Westminster, MD
- Series 7 jobs in Hyattsville, MD
- Series 7 jobs in Takoma Park, MD
- Series 7 jobs in Vienna, VA