Looking for advice! I’m exploring sales support roles where I can actively use my Series 7 & 66 licenses. I don’t have client-facing experience, so I’m most interested in positions supporting a team, advisor, or external wholesaler. I was with BNY for 3.5 years in a similar role but more back office.

These roles seem surprisingly hard to find. Any tips on companies, positions, or strategies would be greatly appreciated. Thank you.

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