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Remote Series 7 Jobs in Ohio (NOW HIRING)

Financial Consultant

Cleveland, OH ยท On-site +1

$112K/yr

Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire * Certified Financial ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...

State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Sr. Financial Planning Strategist

Cincinnati, OH ยท On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

Sr. Financial Planning Strategist

Columbus, OH ยท On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

Private Bank Group Regional Manager

Columbus, OH ยท On-site +1

$170K - $350K/yr

... e.g., Series 7, 66) and other relevant certifications preferred. Success Factors - Strategic ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Data Architect

Cleveland, OH ยท On-site +1

$61.75 - $79.50/hr

These platforms manage massive collections of economic time-series data, historical revisions ... Required Qualifications * 7-10+ years of experience in data architecture, data engineering or ...

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Showing results 1-20

Remote Series 7 information

See Ohio salary details

$10

$26

$43

How much do remote series 7 jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for remote series 7 in Ohio is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.88 per hour, depending on experience, location, and employer.

What is a remote Series 7?

A Remote Series 7 job is a position that requires a Series 7 license and allows you to work from home or another remote location. These roles typically involve buying and selling securities, providing investment advice, and assisting clients with financial transactions. Common job titles include remote financial advisor, stockbroker, or investment representative. Employers may provide online platforms to facilitate trading and client communication. Remote Series 7 jobs offer flexibility but still require adherence to industry regulations and company policies.

What skills and qualifications are needed for a remote Series 7?

To thrive as a Remote Series 7 professional, you need strong knowledge of securities, financial markets, and investment strategies, supported by an active FINRA Series 7 license. Familiarity with trading platforms, CRM systems, and portfolio management tools is typically required. Excellent communication, self-motivation, and time management skills help remote advisors build trust and maintain productivity. These competencies are crucial for effectively serving clients, complying with regulations, and succeeding in a remote environment.

What are the main challenges of working as a remote Series 7?

One key challenge for remote Series 7 representatives is maintaining effective communication with clients and team members without face-to-face interactions. Staying proactive in managing client accounts and responding promptly to inquiries requires strong organizational skills and the discipline to work independently. Remote roles also demand regular updates on compliance procedures and market changes, often handled via virtual training or meetings. By adopting robust digital tools and setting clear routines, remote advisors can overcome these challenges and build trusted client relationships.

Can I take the Remote Series 7 remotely?

The Series 7 exam can be taken remotely if the testing provider offers a secure online proctored environment, which has become more common. Candidates should ensure they meet technical requirements and have a quiet, private space to complete the exam remotely. Certification and licensing requirements remain the same regardless of testing location.

What kind of jobs can you do with a Remote Series 7?

A Remote Series 7 license qualifies individuals to work as registered representatives in roles such as stockbrokers, financial advisors, or securities sales agents. These jobs typically involve selling investment products, providing financial advice, and managing client portfolios, often requiring strong communication skills and knowledge of financial regulations. Many of these positions can be performed remotely, depending on employer policies and licensing requirements.

What are the most commonly searched types of Series 7 jobs in Ohio?

The most popular types of Series 7 jobs in Ohio are:

What cities in Ohio are hiring for Remote Series 7 jobs?

Cities in Ohio with the most Remote Series 7 job openings:

Infographic showing various Remote Series 7 job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $54,744 per year, or $26.3 per hour.

Financial Consultant

Relevante, Inc.

Cleveland, OH โ€ข On-site, Remote

$112K/yr

Full-time

Medical, Dental

Re-posted 4 days ago


Job description

Salary: $112,500.00
We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested.
Prioritized Must Have Skills for the Financial Consultant:
#1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
#2. Must have at least 5 years' experience as a Financial Sales consultant.
#3. Must be able to build a book of business
#4. No more than 3 jobs in the past 10 years.
Responsibilities of the Financial Consultant:
Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
  • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
  • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
  • Work with the advisory team to implement investment plans and coordinate adjustments
  • Monitor client investment portfolios and performance
  • Communicate insights for clients regarding essential contributors and detractors
  • Advise high net worth clients as needed and consult mid-market institutional clients
  • Coordinate the creation of detailed wealth management plans for individuals
  • Organize the creation consulting reports for institutions
  • Help present plans to clients effectively and clearly
  • Actively seek new business opportunities
  • Develop essential knowledge of our financial planning software and technology
  • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
  • Participate in regular internal meetings
  • Work on a schedule that best suits client needs

Requirements of the Financial Consultant:
  • Bachelor's degree or higher
  • 5+ years' relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
  • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
  • A proven record of achieving new business a plus

Other Key Requirements:
  • Remote role but MUST be Cleveland resident.
  • No Schwab employees!
  • In office opportunity.
  • No sponsorships or visa holders. No Corp to Corp.

Benefits of the Financial Consultant:
  • Medical Insurance
  • Dental Insurance
  • Profit Sharing

About Relevante, Inc. - the Recruiting Firm Representing the Client for this Job
Relevante is an Outplacement Services and Direct Hire recruiting firm. We help our clients provide a soft landing for existing employees, consistent with their statement of values. We also help leading companies find the best talent for their mission critical positions. Our Clients are some of the best companies to work for in the US. Relevante has been consistently identified as one of the most innovative Outplacement Services and Recruiting firms. To stay connected with our network, please follow us on LinkedIn https://www.linkedin.com/company/relevante.