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Remote Series 63 Jobs in Raleigh, NC (NOW HIRING)

First Citizens Bank

Manager Compliance II EA IS

Raleigh, NC · On-site +1

$155K - $175K/yr

Overview This is a remote role that may be hired in several markets across the United States. The ... FINRA Series 7, 24, and 63/65 or 66 licenses (or ability to obtain shortly after hire). Preferred ...

First Citizens Bank

Manager Compliance II EA IS

Raleigh, NC · On-site +1

$155K - $175K/yr

Overview This is a remote role that may be hired in several markets across the United States. The ... FINRA Series 7, 24, and 63/65 or 66 licenses (or ability to obtain shortly after hire). Preferred ...

Nexora Talent

Remote- Customer Experience Service

Raleigh, NC · Remote

$15.50 - $21.25/hr

Customer Experience Service (Remote) We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client ...

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All JobsSeries 63 JobsRemote Series 63 JobsRemote Series 63 Jobs in Raleigh, NC

Remote Series 63 information

See Raleigh, NC salary details

$10.5K

$75.1K

$113.1K

How much do remote series 63 jobs pay per year?

As of Sep 8, 2026, the average yearly pay for remote series 63 in Raleigh, NC is $75,086.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,900.00 and $92,500.00 per year, depending on experience, location, and employer.

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 Raleigh, NC?

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

What job categories do people searching Remote Series 63 jobs in Raleigh, NC look for?

The top searched job categories for Remote Series 63 jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Remote Series 63 jobs?

Cities near Raleigh, NC with the most Remote Series 63 job openings:

Remote Series 63 jobs near you
Infographic showing various Remote Series 63 job openings in Raleigh, NC 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 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $75,086 per year, or $36.1 per hour.

Regional Director(Raleigh-Durham, North Carolina Territory)

Fidelity Investments

Raleigh, NC • On-site, Remote

Full-time

Posted 5 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees. Your responsibilities include:
  • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
  • Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
  • The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas.
  • You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

The Expertise and Skills You Bring
  • Bachelor's Degree required
  • Series 7 and 63 required
  • CIMA or CFA desired
  • Passion for the financial services industry
  • 5 years of field sales experience, working within financial services highly preferred
  • Outstanding communication, negotiation, decision making and multi-tasking abilities
  • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
  • Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
  • Excellent interpersonal skills that translate into a positive client experience
  • Passion for sales and the ability to uncover and qualify new opportunities
  • Commitment to constant self-improvement and exhibit a competitive drive
  • Ability to thrive in our fast-paced environment and enjoy being part of a strong team
  • High aptitude to learn new things quickly and adapt to new situations
  • Effective consultative sales and presentation skills

The Team
As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You'll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.
Must live within the territory.
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:
Sales
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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