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Full Time Series 63 information

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$11K

$78.3K

$118K

How much do full time series 63 jobs pay per year?

As of Aug 9, 2026, the average yearly pay for full time series 63 in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is the difference between Full Time Series 63 vs Full Time Series 65?

AspectFull Time Series 63Full Time Series 65
Required CredentialsSeries 63 licenseSeries 65 license
Work EnvironmentBroker-dealer firms, securities firmsInvestment advisory firms, financial planners
Industry UsagePrimarily for securities sales and tradingPrimarily for investment advisory and financial planning
Common Search IntentJobs involving securities transactionsJobs involving investment advice and portfolio management

The main difference between Full Time Series 63 and Full Time Series 65 lies in their focus: Series 63 is required for securities sales and broker activities, while Series 65 is geared towards providing investment advice and managing client portfolios. Both licenses are often held together by financial professionals to cover a broad range of securities and advisory services.

What jobs can I get with a Series 63?

A Series 63 license qualifies individuals to work as securities agents, including roles such as stockbroker, securities salesperson, or financial advisor. These positions involve selling securities and require knowledge of state securities regulations and compliance. Additional licenses or certifications may be needed for specialized financial services.
What cities are hiring for Full Time Series 63 jobs? Cities with the most Full Time Series 63 job openings:
What are the most commonly searched types of Series 63 jobs? The most popular types of Series 63 jobs are:
Full Time Series 63 jobs near you

Client Support Specialist - Greater Atlanta, GA Area (REMOTE)

Fidelity Investments

Alpharetta, GA

$17.50 - $23.75/hr

Full-time

Re-posted 21 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

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:

Dunwoody, Buckhead, Alpharetta

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 - FINRACategory:Customer Service, Relationship Management, Sales

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.

What Fidelity Investments employees say

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