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Remote Series 63 Jobs in Florida (NOW HIRING)

W3Global Inc.

Financial Advisor - Remote

Miami, FL · Remote

$60K - $75K/yr

Series 7 & 66 (or 63 & 65) * Current book of AUMs (Min $30MM) * Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading ...

Aureate

EB-5 Account Executive

Tampa, FL · Remote

$30K/yr

Role Description The EB-5 Account Executive role is a full-time, remote position. The individual in ... Series 7/63/65 licensing * Analytical Skills and Financial Modeling capabilities to assess project ...

Aureate

EB-5 Account Executive

Tampa, FL · On-site +1

$30K/yr

Role Description The EB-5 Account Executive role is a full-time, remote position. The individual in ... Series 7/63/65 licensing * Analytical Skills and Financial Modeling capabilities to assess project ...

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

Osaic

Sr. Financial Planning Strategist

Jacksonville, FL · On-site +1

$140K - $160K/yr

Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We ...

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All JobsSeries 63 JobsRemote Series 63 JobsRemote Series 63 Jobs in Florida

Remote Series 63 information

What is a remote Series 63?

A Remote Series 63 job refers to a position where an individual, usually a securities agent, works remotely and holds the Series 63 license. The Series 63 license, also known as the Uniform Securities Agent State Law Exam, qualifies individuals to solicit orders for any type of security in a particular state. These jobs typically involve helping clients with investment products, ensuring compliance with state securities regulations, and conducting business online or over the phone instead of in an office. Remote Series 63 professionals often work for broker-dealers, financial advisory firms, or investment companies.

How does working remotely as a Series 63-licensed professional impact collaboration with clients and team members?

As a remote Series 63-licensed professional, you’ll primarily use digital communication tools to interact with both clients and colleagues. This model offers flexibility but requires strong organizational skills and proactive communication to ensure compliance and high-quality client service. You may participate in virtual meetings, share documents securely online, and coordinate with compliance teams to stay updated on regulations. Building trust and maintaining clear communication are crucial, as you won’t have the benefit of face-to-face interactions typical in traditional office settings.

What are the key skills and qualifications needed to thrive as a remote Series 63-licensed professional, and why are they important?

To thrive as a Remote Series 63-licensed professional, you need solid knowledge of securities regulations, investment products, and a valid Series 63 license. Familiarity with CRM platforms, compliance monitoring systems, and secure remote communication tools is typically required. Exceptional organization, ethical judgment, and strong client communication skills make someone stand out in this role. These abilities ensure regulatory compliance, effective client management, and the ability to build trust while working remotely.

What is the difference between Remote Series 63 vs Remote Securities Trader?

AspectRemote Series 63Remote Securities Trader
CertificationsSeries 63 licenseSeries 7 license, Series 63 often required
Work EnvironmentRegulatory compliance, client interactions, licensing examsTrading platforms, market analysis, client orders
Industry UsageFinancial advisory, brokerage complianceBrokerage firms, trading desks

The Remote Series 63 primarily focuses on regulatory compliance and licensing for securities agents, while Remote Securities Traders are involved in executing trades and market analysis. Both roles are common in brokerage firms, but the Series 63 is often a prerequisite for securities agents, whereas traders focus on market activities. Understanding these differences helps professionals choose the right certification and career path in the financial industry.

What are the most commonly searched types of Series 63 jobs in Florida?

The most popular types of Series 63 jobs in Florida are:

What are popular job titles related to Remote Series 63 jobs in Florida?

For Remote Series 63 jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Remote Series 63 jobs in Florida look for?

The top searched job categories for Remote Series 63 jobs in Florida are:

What cities in Florida are hiring for Remote Series 63 jobs?

Cities in Florida with the most Remote Series 63 job openings:

Remote Series 63 jobs near you
Infographic showing various Remote Series 63 job openings in Florida as of August 2026, with employment types broken down into 1% Internship, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

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

Fidelity Investments

Tampa, FL • On-site, Remote

$17 - $23/hr

Full-time

Re-posted 12 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 152 rated financial services

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:
Tampa, Clearwater, Sarasota
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 Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida 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.
The Purpose of 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.
The Value You 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

The Expertise We'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

The Skills You 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 our benefit programs are 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 - 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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