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Remote Series 63 Jobs in Oregon (NOW HIRING)

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

... offers a remote work schedule that allows you to stay fully engaged with your team to provide ... Active FINRA Series 7 * Active FINRA Series 66 - or - Series 63 with the ability to obtain Series ...

Thrivent Financial

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom ... FINRA Series 7, 63/65 or 66 required or obtained within 90 days. * State insurance licensed and ...

PNC Bank

Sales Leader I - C&IB (F) - LIHTC

Portland, OR · On-site +1

This position may be eligible for remote work in select geographic locations, subject to approval ... Series 52 & 63 (79 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 ...

Manulife

Hybrid LTC Internal Wholesaler

OR · On-site +1

$110K - $115K/yr

This is a remote, home based opportunity. The position offers a sales based incentive with base ... FINRA SIE, Series 6, 63, and State Insurance Licenses * Strong facilitation skills and ability to ...

LPL Financial

Client Service Associate - Remote

OR · On-site +1

$25.85 - $43.08/hr

Series 7 and 66 license * Experience working with Financial Advisors, Branch and Home Office ... simply. #LI - Remote Pay Range: $25.85-$43.08/hour Actual base salary varies based on factors ...

Amerilife Group, LLC

Life Insurance Wholesaler

OR · On-site +1

$45K - $60K/yr

Series 6 and 63 preferred Support Model * Advanced markets and legal support * Chief underwriting support * Illustration and case design support * Marketing, case management, and licensing support ...

Amerilife Group, LLC

Life Insurance Wholesaler

OR · On-site +1

$45K - $60K/yr

Series 6 and 63 preferred Support Model * Advanced markets and legal support * Chief underwriting support * Illustration and case design support * Marketing, case management, and licensing support ...

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication ...

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All JobsSeries 63 JobsRemote Series 63 JobsRemote Series 63 Jobs in Oregon

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 popular job titles related to Remote Series 63 jobs in Oregon?

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

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

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

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

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

Remote Series 63 jobs near you

Client Support Specialist - Greater Portland, OR Area (REMOTE)

Fidelity Investments

Portland, OR • On-site, Remote

$19 - $25.75/hr

Full-time

Re-posted 8 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 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:
Portland, Vancouver, Beaverton, Tigard
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
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

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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