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Remote Series 7 Jobs (NOW HIRING)

Relevante

Financial Consultant

Cleveland, OH · Remote

$112.50K/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 ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112.50K/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 ...

Aegon Asset Management

OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency ... Remote Environment * Schedule may vary to fulfill service levels during hours of operation ...

swipejobs LLC

Workplace Planning Consultant

Denver, CO · Remote

$55K - $69.50K/yr

Looking for a remote, entry-level or licensed financial advising role? This is your chance to join ... Active FINRA SIE, Series 7, and Series 66 (Series 63 + 65 accepted) · Partially Licensed or Early ...

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How much do remote series 7 jobs pay per hour?

As of May 30, 2026, the average hourly pay for remote series 7 in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is a Remote Series 7 job?

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 are the key skills and qualifications needed to thrive in the Remote Series 7 position, and why are they important?

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 licensed representative?

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.
More about Remote Series 7 jobs
What cities are hiring for Remote Series 7 jobs? Cities with the most Remote Series 7 job openings:
What are the most commonly searched types of Series 7 jobs? The most popular types of Series 7 jobs are:
What states have the most Remote Series 7 jobs? States with the most job openings for Remote Series 7 jobs include:
What job categories do people searching Remote Series 7 jobs look for? The top searched job categories for Remote Series 7 jobs are:
Remote Series 7 jobs near you
Infographic showing various Remote Series 7 job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 13% Full Time, 84% Part Time, 1% Temporary, and 1% Nights. Highlights an 81% Physical, 6% Hybrid, and 13% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.
Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

Posted 18 days ago

Job description

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.

Apply