ZipRecruiter

Log In

1

Microsoft License Advisor Jobs (NOW HIRING)

Mariner

Wealth Planning Analyst

Sarasota, FL · On-site

$60K - $75K/yr

This role supports licensed advisors by coordinating client meetings, conducting research ... in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new ...

New

next page

Showing results 1-20

All JobsMicrosoft License Advisor Jobs

Microsoft License Advisor information

See salary details

$12

$25

$45

How much do microsoft license advisor jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for microsoft license advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

How difficult is it to get hired at Microsoft?

Getting hired as a Microsoft License Advisor can be competitive, often requiring relevant experience in licensing, strong communication skills, and familiarity with Microsoft products and licensing programs. Candidates typically go through multiple interview rounds, including technical and behavioral assessments, and may need certifications such as Microsoft Certified: Fundamentals or Expert levels. Demonstrating industry knowledge and problem-solving abilities can improve chances of selection.

How much do Microsoft specialists make?

Microsoft License Advisors typically earn between $60,000 and $100,000 annually, depending on experience, certifications, and location. Salaries can vary based on the complexity of licensing solutions and the level of technical expertise required for the role.

What is a Microsoft licensing job description?

A Microsoft licensing advisor is responsible for managing and advising on Microsoft software licensing agreements, ensuring compliance and optimizing costs. The role often involves understanding licensing models, working with clients or internal teams, and using tools like the Microsoft Licensing Solution Center. Strong knowledge of Microsoft products and licensing policies is essential.

What are the key skills and qualifications needed to thrive as a Microsoft License Advisor, and why are they important?

To thrive as a Microsoft License Advisor, you need a solid understanding of Microsoft licensing programs, software asset management, and general IT knowledge, often supported by relevant certifications such as Microsoft Certified: Fundamentals or Licensing Specialist credentials. Familiarity with tools like Microsoft Volume Licensing Service Center (VLSC), cloud platforms (e.g., Azure), and CRM systems is typically required. Excellent communication, problem-solving, and customer service skills help you explain complex licensing options and build client trust. These skills and qualities ensure clients receive compliant, cost-effective solutions while fostering strong, long-term business relationships.

What are some common challenges faced by Microsoft License Advisors when assisting clients with license selection?

Microsoft License Advisors often encounter challenges such as navigating the complexity of Microsoft's licensing models, staying up-to-date with frequent product and policy changes, and tailoring solutions to fit diverse client needs. Advisors must clearly explain licensing options and compliance requirements, which can be intricate, especially for organizations with hybrid or cloud environments. Strong communication skills and a proactive approach to continuous learning are essential to effectively guide clients and prevent costly licensing errors.

What are Microsoft License Advisors?

Microsoft License Advisors are professionals who help organizations understand, select, and manage Microsoft software licensing options. They provide guidance on Microsoft licensing programs, compliance, and cost optimization, ensuring businesses have the right licenses for their needs. License Advisors stay up-to-date with changes in Microsoft’s licensing policies and help clients avoid unnecessary expenses or legal issues. Their expertise is especially valuable for organizations navigating complex licensing environments or transitioning to cloud-based solutions.

Can I work from home for Microsoft?

Microsoft License Advisors may have the opportunity to work remotely, depending on the company's policies and the specific role. Many positions at Microsoft, including advisory roles, offer flexible or remote work options, especially for employees with the right skills and certifications. However, some roles may require on-site presence or periodic in-office work.
Infographic showing various Microsoft License Advisor job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 45% Full Time, 52% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Wealth Planning Analyst

Mariner

Sarasota, FL • On-site

$60K - $75K/yr

Full-time

Posted yesterday

Job description

The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor.
Essential Duties and Responsibilities:
• Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
• Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
• Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
• Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
• Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
• Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
• Gather and organize client financial data-including assets, liabilities, income, and expenses-to support advisor analysis.
• Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
• Assist in developing financial projections and "what-if" planning scenarios for advisor review.
• Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
• Prepare reports and summaries of research findings to support advisor recommendations.
Required Education and Experience:
• Completed Bachelor's degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.
• Internship experience within a financial planning or wealth management organization.
• Commitment to pursuing the Series 65 license within a defined timeframe after hire.
Preferred Education and Experience:
• Interest in pursuing the CFP designation as part of long-term professional development.
Skills:
• Demonstrated ability to deliver high-quality, professional client experience through clear communication, responsiveness, and follow-through.
• Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.
• Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, with a strong interest in deepening expertise.
• Strong organizational and time management skills with the ability to balance academic commitments and professional responsibilities when applicable.
• Detail-oriented with solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research.
• Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
• Collaborative mindset with enthusiasm for learning and contributing as part of an advisor team.
• Commitment to professional growth and eventual progression into a client-facing advisor role.
#LI-NW1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V

Apply