Case Advisor Lead — Series 7 Expert (Hybrid)

Strategic Staffing Solutions, Inc.; 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) 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.