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Full Time Series 63 Jobs (NOW HIRING)

First Citizens Bank

Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance ... UNAVAILABLEEmployment Type: FULL_TIME

First Citizens Bank

Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance ... UNAVAILABLEEmployment Type: FULL_TIME

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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 24, 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 full time Series 63?

A full-time Series 63 license qualifies individuals for roles such as securities agent, broker, or registered representative, primarily working in securities sales and investment advisory services. These positions often involve client interaction, compliance with industry regulations, and the use of financial products. The license is typically required by firms to conduct securities transactions and provide investment advice.

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

Registered Brokerage Service Assistant

First Citizens Bank

Raleigh, NC • On-site

Full-time

Medical, Life

Re-posted 20 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 172 rated banks

Job description

Overview
This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's policies, procedures, and systems in order to resolve operational issues.
Responsibilities & Qualifications
Duties & Responsibilities:
Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner.
Account Servicing - Creates, maintains, and updates client accounts. Utilizes department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
Documentation - Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
Collaboration - Works closely with associates, management, clients, and business team in fulfilling daily requests and providing necessary information. Ensures outstanding items are appropriately followed-up and deadlines met in a team environment.
Position Specific Skills:
Experience in Financial Brokerage Operations in supporting client and advisors relationships
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 2 years' experience in Financial Services or Brokerage industry
Preferred Education:
Preferred Area of Study:
Preferred Area of Experience:
Required Licenses or Certifications: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses - IO
Preferred Licenses or Certifications:
Additional Information

Bachelor's Degree and 1 year of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry

License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 1 year of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry

License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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