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$118K

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

As of Aug 23, 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

Customer Service Representative- Covington, KY

Fidelity Investments

Covington, KY • On-site

$15.50 - $21/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect...
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way!
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
  • Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
  • Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
  • Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
  • A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
  • Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team
Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)
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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