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Home Based Series 63 Jobs (NOW HIRING)

The Piedmont Group

Financial Advisor

Birmingham, AL · On-site

$150K/yr

Performance-based, unlimited commission potential * Comprehensive training and ongoing professional ... Active FINRA Series 7 and Series 66 (or Series 63 & 65) licenses required. * Active Life and Health ...

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Home Based Series 63 information

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$11K

$78.3K

$118K

How much do home based series 63 jobs pay per year?

As of Aug 9, 2026, the average yearly pay for home based 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 are the key skills and qualifications needed to thrive as a home based Series 63 licensed representative, and why are they important?

To thrive as a Home-Based Series 63 Licensed Representative, you need a solid understanding of securities regulations and financial products, typically demonstrated by passing the Series 63 Uniform Securities Agent State Law Examination. Familiarity with CRM software, online trading platforms, and compliance management systems is crucial. Exceptional communication, self-motivation, and organizational skills help you build client trust and manage responsibilities remotely. These skills ensure regulatory compliance, effective client service, and consistent performance in a remote financial sales environment.

What jobs can I get with a home based Series 63?

A home-based Series 63 license qualifies individuals for roles such as securities agent, financial advisor, or broker associate, primarily working in the securities industry. These positions often involve client consultations, investment recommendations, and compliance with regulatory requirements, and they can be performed remotely if the employer allows. Having the license enables you to sell securities and provide investment advice within a regulated environment.

What is a home based Series 63 professional?

A Home Based Series 63 professional is an individual who has passed the Series 63 exam (Uniform Securities Agent State Law Examination) and is licensed to act as a securities agent, often working remotely or from home. The Series 63 license is required by most U.S. states for individuals who want to sell securities, such as stocks, bonds, and mutual funds, on behalf of a broker-dealer. Working from home, these professionals may handle client communications, assist in executing trades, and ensure compliance with state securities laws. Many utilize technology to securely access trading platforms and maintain client relationships without being tied to a physical office.

What is the difference between Home Based Series 63 vs Home Based Series 65?

AspectHome Based Series 63Home Based Series 65
Required CredentialsSeries 63 licenseSeries 65 license
Work EnvironmentPrimarily securities registration and complianceInvestment advisory and financial planning
Industry UsageUsed by securities agents and brokersUsed by investment adviser representatives

Home Based Series 63 and Series 65 licenses are both essential for financial professionals working remotely. Series 63 focuses on securities registration and compliance, while Series 65 is geared toward providing investment advice and financial planning. Understanding these differences helps professionals choose the right license for their career path in the financial industry.

What are some common challenges faced by home based Series 63 licensed professionals, and how can they be addressed?

Home-based Series 63-licensed professionals often face challenges such as staying updated on state securities regulations, maintaining client confidentiality, and managing time effectively without direct supervision. To address these, it's important to set up a secure and organized workspace, utilize reputable industry resources for ongoing education, and establish a clear daily routine. Additionally, leveraging secure communication tools and staying connected with a remote team or mentor can help ensure compliance and professional growth.
More about Home Based Series 63 jobs
What cities are hiring for Home Based Series 63 jobs? Cities with the most Home Based Series 63 job openings:
What are the most commonly searched types of Series 63 jobs? The most popular types of Series 63 jobs are:
What states have the most Home Based Series 63 jobs? States with the most job openings for Home Based Series 63 jobs include:
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Home Based Series 63 jobs near you
Infographic showing various Home Based Series 63 job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Fidelity Investments

The Villages, FL

$15.75 - $21.25/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:

The Villages, Winter Park

Note: Fidelity will not provide immigration sponsorship for this position.

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.

ThePurposeof Your Role

As a Client Support Specialist , you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

TheValueYou Deliver

  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,

  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

TheExpertiseWe're Looking For

  • Series 7 required

  • Series 63 preferred (paid training & support provided)

  • 2-3 years of previous experience working in the financial services industry

  • Strong technological savvy and comfort with learning how to use new tools

TheSkillsYou Bring

  • You have a broad-based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • Ability to effectively influence others and use consultative skills to enrich the customer experience

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance.

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

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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