I am series 7, 6, 63 licensed and have worked as a registered representative and an internal wholesaler. I have decided that I do not like wholesaling, but really like financial planning and mutual funds. I love sitting down with people and educating them about their finances. The only problem is that I do not like phone work at all. Cold calling is very difficult for me and not something that I wish to do. I also like managing other people and having leadership type roles.

Sounds like you have all the qualities to be a successful counselor in financial matters, but not the personality of a salesperson. Have you ever thought about teaching at a local community college, or working for a credit counseling place?

as you probably know, sales is king in financial services.