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Home Based Series 63 Jobs (NOW HIRING)

TIAA

Financial Consultant

Hamden, CT

Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ... Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more ...

TIAA

Financial Consultant

Providence, RI

Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State ... Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more ...

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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.
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What cities are hiring for Home Based Series 63 jobs? Cities with the most Home Based Series 63 job openings:
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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 Baltimore, MD Area (REMOTE)

Fidelity Investments

Towson, MD

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 22 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:

Bethesda, Annapolis, Baltimore, Columbia, Towson

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.

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, Series 65 - FINRACategory:Customer Service

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