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Finra Series 24 Remote Jobs in Indiana (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Indianapolis, IN · On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

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Finra Series 24 Remote information

What is a Finra Series 24 remote?

A FINRA Series 24 remote job is a supervisory role in the financial services industry that allows professionals to work from home or another remote location. Individuals in this role must hold the FINRA Series 24 license, which qualifies them to oversee registered representatives, ensure compliance with regulations, and manage daily operations. Responsibilities often include reviewing trades, monitoring regulatory filings, and enforcing firm policies. Remote Series 24 professionals typically work for brokerage firms, investment companies, or financial institutions. Strong communication, analytical skills, and knowledge of FINRA rules are essential for success in this role.

What are the key skills and qualifications needed for a Finra Series 24 remote?

To excel as a FINRA Series 24 Remote professional, you need a comprehensive understanding of securities regulations, supervisory procedures, and compliance, supported by an active FINRA Series 24 license. Proficiency with compliance monitoring tools, regulatory reporting systems, and virtual communication platforms is often required. Strong attention to detail, organizational skills, and the ability to communicate complex regulations clearly are vital soft skills. These attributes are essential to effectively oversee remote teams, ensure adherence to industry regulations, and maintain high standards across dispersed work environments.

What are the typical daily responsibilities for a Finra Series 24 remote?

In a FINRA Series 24 Remote role, your daily responsibilities typically include supervising registered representatives, reviewing and approving marketing and sales materials, monitoring compliance with regulatory policies, and conducting remote audits. You will frequently collaborate with compliance officers, support teams, and other supervisors via digital platforms to address potential regulatory issues or escalate concerns. Managing workflow across multiple time zones and adapting to evolving virtual oversight methods are common aspects of this position. This dynamic environment can make each day different, with tasks varying based on regulatory updates or business priorities.

What are the most commonly searched types of Finra Series 24 jobs in Indiana?

The most popular types of Finra Series 24 jobs in Indiana are:

What are popular job titles related to Finra Series 24 Remote jobs in Indiana?

For Finra Series 24 Remote jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Finra Series 24 Remote jobs in Indiana look for?

The top searched job categories for Finra Series 24 Remote jobs in Indiana are:

What cities in Indiana are hiring for Finra Series 24 Remote jobs?

Cities in Indiana with the most Finra Series 24 Remote job openings:

Finra Series 24 Remote jobs near you
Infographic showing various Finra Series 24 Remote job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)

Indianapolis, IN • On-site, Remote

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

Full-time

Re-posted 10 days ago

Job description


To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Indianapolis, Carmel
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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