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$11K

$78.3K

$118K

How much do remote series 63 jobs pay per year?

As of Jun 9, 2026, the average yearly pay for remote 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 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 a Remote Series 63 job?

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 to make $1000 a week remotely?

A Remote Series 63 license allows individuals to work in securities and financial services remotely. To earn $1000 weekly, professionals often need to combine multiple client accounts, provide specialized financial advice, or work as a remote broker or financial advisor, which may require relevant experience, certifications, and strong client management skills.

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.

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.
More about Remote Series 63 jobs
What cities are hiring for Remote Series 63 jobs? Cities with the most Remote 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 Remote Series 63 jobs? States with the most job openings for Remote Series 63 jobs include:
What job categories do people searching Remote Series 63 jobs look for? The top searched job categories for Remote Series 63 jobs are:
Remote Series 63 jobs near you
Infographic showing various Remote Series 63 job openings in the United States as of May 2026, with employment types broken down into 54% Full Time, and 46% Part Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Client Support Specialist - Greater Houston, TX Area (REMOTE)

Fidelity Investments

Houston, TX • Remote

$16.50 - $22.50/hr

Other

Posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 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:

Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy

Champion Forest

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

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.

What Fidelity Investments employees say

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