Top 21 Series 7 Jobs in State College, Pa

Client Service Associate
Bill Good Marketing —State College, PA
- $50,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Profit sharing
- 401(k)
Quick Apply
Financial Advisor
Edward Jones —Burnham, PA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
6d
Wealth Management Client Associate
Bank of America —State College, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Advisor-State College, PA
TIAA —State College, PA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
CNB Bank, Wealth Partner
CNB Financial Corporation —State College, PA
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Controller | Accounting Manager | Credit Union
Arize Federal Credit Union —State College, PA
This role is responsible for ensuring the accuracy and integrity of the credit union's financial records, directing the monthly close process, preparing…
$96,000 - $109,000 a year
Quick Apply
7d
Sr Finance Manager - Manufacturing Operations
GE HEALTHCARE —State College, PA
May require strong commercial awareness, and is expected to influence the development of strategy within own area, including control of resources and influences…

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
7d
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Series 7 / 66 ( 63/65 ) (Required). We offer a competitive compensation and benefits package including…
$60,000 - $70,000 a year
Quick Apply

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series 7 jobs near state college, pa

Client Service Associate

Bill Good Marketing
State College, PA

Quick Apply

Job Details

Full-time
$50,000 - $65,000 a year

Benefits

Profit sharing
401(k)
Paid time off
Gym membership

Qualifications

Client file management
Administrative experience
Managing clients in a customer support role
Office management
Office record organization

Full Job Description

Client Service Associate

Full-Time | In-Person | State College, PA

Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring an experienced Client Service Associate to keep our operations running smoothly and our clients well taken care of.

What You'll Do

You'll be a key part of the operational backbone of our practice, supporting our advisors and agents so they can focus on their clients. Day to day, that looks like:

Preparing and organizing client documents and correspondence
Completing paperwork with clients and tracking it from start to finish
Scheduling appointments and managing calendars across the team
Supporting office operations and keeping administrative workflows on track
Helping coordinate client events and educational workshops
Greeting clients and answering phones as part of the broader office team

Requirements

What We're Looking For

Must-haves:

3+ years in a CSA, administrative, or client service role in a financial services or advisory firm
Hands-on experience with financial paperwork, client documentation, and office workflows
Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
Comfortable owning your work independently with minimal supervision
Genuine warmth and a service-first mindset
Professionalism you'd be proud to put in front of any client

Nice to have:

Familiarity with CRM software or office management tools
Health and life insurance license, Series 7, or other financial services licensing
Experience supporting multiple advisors or a team-based practice

A Note on Licensing

If you don't already hold a Series 7 or insurance license, we'll support you in getting there. There's a pay increase that comes with it.

Benefits

Why Strong Tower

We're a small firm with a long-term mindset. The people who do well here aren't looking for a stepping stone. They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you.

Compensation and Benefits

Salary: $50,000–$65,000 depending on licensing and experience
Quarterly bonus opportunities
401(k) with company contributions and profit sharing
$350/month health insurance stipend
Monthly fitness reimbursement
24 days PTO per year plus all federal holidays
Hours: 8 AM–4 PM; close at 12 PM on Fridays during the summer
Employee and family outings
Professional development, training, and licensing opportunities

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

Pay: $50,000.00 - $65,000.00 per year

Quick Apply

Refine Your Search

series 7 jobs in state college, pa

Client Service Associate

Financial Advisor

Wealth Management Client Associate

Wealth Management Advisor-State College, PA

CNB Bank, Wealth Partner

Wealth Solutions Advisor

Empower Financial Planner

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