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Series 7 Licensed Advisor Consultant image - Rise Careers
Job details

Series 7 Licensed Advisor Consultant

Job Summary

A company is looking for an Internal Advisor Consultant-2.

Key Responsibilities
  • Develop, maintain, and deepen relationships with clients and colleagues
  • Assist clients in investment selection through a consultative sales process
  • Partner with senior salesperson to create a business plan to meet goals and objectives
Required Qualifications
  • College degree
  • High energy
  • Proven ability to build strong relationships
  • 1+ years of sales experience or finance experience
  • Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time

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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FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
May 31, 2025

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