Top 35 Series 7 Jobs in Idaho

VP, Financial Consultant - Boise, ID
Charles Schwab —Boise, ID
- $65,000 - $85,000 a year
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Paraplanner
Ameriprise Financial —Idaho Falls, ID
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Organizational skills
Business Service Officer
Morgan Stanley —Boise, ID
- Full-time
- Office
- Supervising experience
- Bachelor's degree
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming
Equitable Advisors —Boise, ID
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Financial Advisor
Beehive Federal Credit Union —Rexburg, ID
- From $60,382.33 a year
- Extended hours
- Mid-level
- Office
- Accounting
- Profit sharing
- Paid holidays
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID
JPMorganChase —Boise, ID
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
14d
Sr. Relationship Manager - Global Commercial Banking/Middle Market (Boise, Idaho)
Bank of America —Boise, ID
- Full-time
- Writing skills
- Data analysis skills
- Office
Wealth Advisor - Idaho Falls
Idaho Central Credit Union —Idaho Falls, ID
- Mid-level
- Office
- 3 years
- Wellness program
- Paid holidays
Quick Apply
Registered Representative - State Farm Agent Team Member
Patrick Buchanan - State Farm Agent —Twin Falls, ID
- $50,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
- Opportunities for advancement
Quick Apply
Managing Director
WealthBridge Financial Group —Shelley, ID
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Private Client Banker - (New Build) Hayden - Hayden Lake, ID
JPMorganChase —Coeur d'Alene, ID
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Insurance and Financial Services Position - State Farm Team Member
Scott Blanton - State Farm Agent —Montpelier, ID
- $51,700 - $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Employee discount
Quick Apply
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Mountain Home, ID
- 5 years
- Military
- Senior level
- Flexible schedule
2d
Associate - Northwest Pinnacle Group - Moscow, Idaho
Thrivent —Moscow, ID
- $60,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Support Advisor - Clarity Financial Planning Group - Boise, Idaho
Thrivent —Boise, ID
- $65,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Organizational skills
- Paid holidays
Quick Apply
Associate Financial Planner
Raymond James Financial, Inc. —Caldwell, ID
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Private Client Advisor
Key Investment Services, LLC —Eagle, ID
- $55,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Associate - West Advisor Group
Thrivent —Boise, ID
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Practice Support Associate - West Advisor Group
Thrivent —Boise, ID
- Contract
- Microsoft Excel
- Research
- Administrative experience
Quick Apply

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Paraplanner
Ameriprise Financial —Idaho Falls, ID
Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product…

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Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$63,750 - $106,250 a year

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series 7 jobs near idaho

VP, Financial Consultant - Boise, ID

Charles Schwab -
Boise, ID

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Job Details

$65,000 - $85,000 a year
2 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

series 7 jobs in idaho

VP, Financial Consultant - Boise, ID

Paraplanner

Business Service Officer

Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming

Associate Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID

Sr. Relationship Manager - Global Commercial Banking/Middle Market (Boise, Idaho)

Wealth Advisor - Idaho Falls

Registered Representative - State Farm Agent Team Member

Managing Director

Private Client Banker - (New Build) Hayden - Hayden Lake, ID

Insurance and Financial Services Position - State Farm Team Member

Senior Financial Advisor – Experienced Professionals

Associate - Northwest Pinnacle Group - Moscow, Idaho

Support Advisor - Clarity Financial Planning Group - Boise, Idaho

Associate Financial Planner

Private Client Advisor

Associate - West Advisor Group

Practice Support Associate - West Advisor Group

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