Series 7 & 63 Licensed Advisory Specialist

Job Summary

Supporting a growing advisory practice, the full-time remote Series 7 & 63 Licensed Advisory Specialist will manage product solutions, assist with case design, and conduct educational sales calls to enhance client relationships and drive business growth.

Key responsibilities

• Provide product solutions and case design support while collaborating with senior advisory staff
• Analyze investment portfolios and communicate strategies to registered representatives
• Document field interactions and identify sales opportunities within assigned territories

Required qualifications

• 1-3 years of experience in the financial services industry
• Series 7 and Series 63/65 or 66 licenses required
• Strong knowledge of wealth management products and advisory platforms
• Proficient in technology tools including MS Office and CRM systems
• Ability to conduct consultative sales calls and presentations effectively