Series 7 and 63 Licensed Client Strategies Specialist
Job Summary
Supporting financial professionals in building wealth management businesses, the full-time Series 7 and 63 Licensed Client Strategies Specialist will gather and analyze client financial information, construct comprehensive financial plans, and partner with internal and external specialists to deliver high-quality client service remotely.
Key Responsibilities
- Gather, organize, and analyze client financial information to create comprehensive financial plans
- Prepare planning modules covering various financial topics, including retirement projections and tax planning
- Collaborate with financial professionals to identify planning needs and develop customized financial strategies
Required Qualifications
- Bachelor's degree in financial planning, finance, economics, business, accounting, or a related field
- Five years of experience in a client-facing financial planning or wealth management role
- CFP certification or in progress
- Active Series 7 and Series 63/65 or Series 66 licenses required
- Experience with financial planning platforms such as eMoney, RightCapital, or MoneyGuidePro
Complete Job Description
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