Business Execution Consultant (Series 7)

Strategic Staffing Solutions; Charlotte (NC); Hybrid; USD 48,000 - 58,000; Full time

Job summary

STRATEGIC STAFFING SOLUTIONS (S3) is seeking a Case Advisor - Series 7 in Minneapolis, MN. This role leads a team of Case Advisors, guiding day-to-day casework, client communications, and resolutions in a fast-paced environment.

The position requires active Series 7, financial services experience, strong communication skills, and the ability to mentor colleagues within a hybrid 3 days onsite / 2 days remote schedule. This is a W2 contract role for 12+ months with extension.

Qualifications

• Series 7 required – ACTIVE or within 2 year window to reactivate quickly.
• Experience in financial services, brokerage, or investment operations.
• Customer service experience.
• Proficient with Microsoft Products.
• Strong verbal and written communication skills.
• Ability to coach, mentor and support others.
• Strong research, analytical, and critical-thinking skills.
• Ability to manage multiple priorities with timeliness and quality.
• Ability to work in a regulated, process-driven environment.
• Strong attention to detail and commitment to quality.

Responsibilities

• Lead and day-to-day resource for Case Advisors; guide casework and resolutions.
• Provide guidance on complex cases, client communication, and quality expectations.
• Handle escalated client calls and promote consistent execution across the team.
• Partner with Case Advisors to determine next steps and navigate challenges.

Skills

Series 7

Financial services

Customer service

Microsoft Products

Verbal/Written communication

Coaching & mentoring

Job description

STRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING!

Case Advisor - Series 7

Location: Minneapolis, MN

Hybrid schedule: 3 days onsite/2 days remote

W2 contract role

12+ Months with extension

Pay Rate: $35-42/HR

Role Summary

Serves as a team lead and day-to-day resource for Case Advisors. Provides guidance and support on complex casework, complaint research, client communication, written resolutions, procedures, and quality expectations. Also handles escalated client calls, helping address complex or sensitive concerns that require additional support or expertise. The role partners closely with Case Advisors to identify appropriate next steps, navigate challenging situations, and promote consistent execution across the team.

Required Skills

• Series 7 required – MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)
• Previous experience in financial services, brokerage, or investment-related operations
• Customer service experience
• Microsoft Products
• Strong Verbal/ written communication Skills
• Demonstrated ability to coach, mentor, and support others

Desired Skills

• Strong research, analytical, and critical-thinking skills
• Ability to manage multiple priorities while meeting timeliness and quality expectations
• Ability to work effectively in a regulated, process-driven environment
• Strong attention to detail and commitment to quality