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Finra Series 24 Remote Jobs in Bothell, WA (NOW HIRING)

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Finra Series 24 Remote information

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 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 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 job categories do people searching Finra Series 24 Remote jobs in Bothell, WA look for? The top searched job categories for Finra Series 24 Remote jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Finra Series 24 Remote jobs? Cities near Bothell, WA 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 Bothell, WA as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution.

Client Support Specialist - Greater Seattle, WA Area (REMOTE)

Fidelity Investments

Seattle, WA • On-site, Remote

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 24 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

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:
Bellevue, Seattle, Lynnwood, Redmond
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
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

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.
The base salary range for this position is $44,000-80,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service

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