Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial ... This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 63 ...
Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial ... This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 63 ...
Sr. Financial Planning Strategist
Indianapolis, IN · 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 ...
Sr. Financial Planning Strategist
Indianapolis, IN · 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 ...
Series 7, 63/65 or 66, 24 Preferred Qualifications: * Previous experience managing a team of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Series 7, 63/65 or 66, 24 Preferred Qualifications: * Previous experience managing a team of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Series 7, 63/65 or 66, 24 Preferred Qualifications: * Previous experience managing a team of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Series 7, 63/65 or 66, 24 Preferred Qualifications: * Previous experience managing a team of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Series 7, 63/65 or 66, 24 Preferred Qualifications: Previous experience managing a team of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Series 7, 63/65 or 66, 24 Preferred Qualifications: Previous experience managing a team of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Series 7, Series 66 preferred and appropriate state insurance licenses required * CFP, ChFC or ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.
Series 7, Series 66 preferred and appropriate state insurance licenses required * CFP, ChFC or ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.
Licensing and Credentialing Manager (Telemedicine)
Indianapolis, IN · Remote
$95K - $110K/yr
... Remote · Full-time Stage: Series B · $95K-$110K + performance-based incentives 1 · ABOUT THE ... Are serious about the work and easy to work with -- driven without taking yourself too seriously. 7 ...
Quick apply
Licensing and Credentialing Manager (Telemedicine)
Indianapolis, IN · Remote
$95K - $110K/yr
... Remote · Full-time Stage: Series B · $95K-$110K + performance-based incentives 1 · ABOUT THE ... Are serious about the work and easy to work with -- driven without taking yourself too seriously. 7 ...
SURFACE MAINTENANCE MECHANIC LEADER
Edinburgh, IN · On-site +1
$38.92 - $45.49/hr
Independently performs repairs and maintenance functions with little or no supervision in remote ... E-7 through E-9 COMPATIBLE MILITARY ASSIGNMENTS: **12,13,14,19,25,88,91,92,94** SPECIALIZED ...
SURFACE MAINTENANCE MECHANIC LEADER
Edinburgh, IN · On-site +1
$38.92 - $45.49/hr
Independently performs repairs and maintenance functions with little or no supervision in remote ... E-7 through E-9 COMPATIBLE MILITARY ASSIGNMENTS: **12,13,14,19,25,88,91,92,94** SPECIALIZED ...
Enterprise Client Executive
Indianapolis, IN · On-site +1
As a Series C company with consistently high year-over-year growth, we're scaling fast and ... US - Remote Reports to: Sr. Director of Defend Account Management Segment: Enterprise & Strategic ...
Quick apply
Enterprise Client Executive
Indianapolis, IN · On-site +1
As a Series C company with consistently high year-over-year growth, we're scaling fast and ... US - Remote Reports to: Sr. Director of Defend Account Management Segment: Enterprise & Strategic ...
Remote Series 7 information
What is a remote Series 7?
A Remote Series 7 job is a position that requires a Series 7 license and allows you to work from home or another remote location. These roles typically involve buying and selling securities, providing investment advice, and assisting clients with financial transactions. Common job titles include remote financial advisor, stockbroker, or investment representative. Employers may provide online platforms to facilitate trading and client communication. Remote Series 7 jobs offer flexibility but still require adherence to industry regulations and company policies.
What skills and qualifications are needed for a remote Series 7?
To thrive as a Remote Series 7 professional, you need strong knowledge of securities, financial markets, and investment strategies, supported by an active FINRA Series 7 license. Familiarity with trading platforms, CRM systems, and portfolio management tools is typically required. Excellent communication, self-motivation, and time management skills help remote advisors build trust and maintain productivity. These competencies are crucial for effectively serving clients, complying with regulations, and succeeding in a remote environment.
What are the main challenges of working as a remote Series 7?
One key challenge for remote Series 7 representatives is maintaining effective communication with clients and team members without face-to-face interactions. Staying proactive in managing client accounts and responding promptly to inquiries requires strong organizational skills and the discipline to work independently. Remote roles also demand regular updates on compliance procedures and market changes, often handled via virtual training or meetings. By adopting robust digital tools and setting clear routines, remote advisors can overcome these challenges and build trusted client relationships.
Can I take the Remote Series 7 remotely?
The Series 7 exam can be taken remotely if the testing provider offers a secure online proctored environment, which has become more common. Candidates should ensure they meet technical requirements and have a quiet, private space to complete the exam remotely. Certification and licensing requirements remain the same regardless of testing location.
What kind of jobs can you do with a Remote Series 7?
A Remote Series 7 license qualifies individuals to work as registered representatives in roles such as stockbrokers, financial advisors, or securities sales agents. These jobs typically involve selling investment products, providing financial advice, and managing client portfolios, often requiring strong communication skills and knowledge of financial regulations. Many of these positions can be performed remotely, depending on employer policies and licensing requirements.
What are popular job titles related to Remote Series 7 jobs in Indiana?
For Remote Series 7 jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Series 7 jobs in Indiana look for?
The top searched job categories for Remote Series 7 jobs in Indiana are:
What cities in Indiana are hiring for Remote Series 7 jobs?
Cities in Indiana with the most Remote Series 7 job openings:
Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)
Indianapolis, IN • On-site, Remote
Fidelity Investments •
10K+ employees10,000+ employees
8.7
Based on 272 frontline employees who took The Breakroom Quiz
17th of 152 rated financial services
People enjoy working here
Good employer
Recommended by students
Paid breaks
Recommended by parents
Full-time
Re-posted 7 days ago
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:
Indianapolis, Carmel
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.
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.
About Fidelity
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