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FINRA Licensed Financial Counselor image - Rise Careers
Job details

FINRA Licensed Financial Counselor

Job Summary

A company is looking for a Financial Counselor I to join their team remotely.

Key Responsibilities:
  • Provide benefit education and support to current and former retirement plan participants
  • Guide clients through transactions and refer to specialized teams when appropriate
  • Identify client needs and offer tailored financial solutions
Qualifications:
  • Bachelor's degree or equivalent + 2 years' financial services experience
  • Required FINRA Licensing (must have one of the following): SIE, Series 6, 63, and 65; SIE, Series 7, 63, and 65; or SIE, Series 7 and 66
  • Proficient in digital tools and investment products
  • Ability to work independently and in a team-driven culture

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
May 29, 2025

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