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 ...
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 ...
Financial Consultant
Cleveland, OH · On-site +1
$112K/yr
Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire * Certified Financial ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...
Financial Consultant
Cleveland, OH · On-site +1
$112K/yr
Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire * Certified Financial ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
State Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: * Bachelor's Degree ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
External Wholesaler - Raymond James Investment Management - Remote / Ohio
Raymond, OH · Remote
$80K/yr
... Series 7 and the ability to obtain other necessary license within sixty (60) days of hire ... Remote The total compensation for this position includes base salary or wages, and may include ...
External Wholesaler - Raymond James Investment Management - Remote / Ohio
Raymond, OH · Remote
$80K/yr
... Series 7 and the ability to obtain other necessary license within sixty (60) days of hire ... Remote The total compensation for this position includes base salary or wages, and may include ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
$70K - $140K/yr
Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: * Bachelor's Degree * At ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
$70K - $140K/yr
Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: * Bachelor's Degree * At ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66 and Life ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66 and Life ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: * Bachelor's Degree * At ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: * Bachelor's Degree * At ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Sr. Financial Planning Strategist
Cincinnati, OH · 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
Cincinnati, OH · 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
Columbus, OH · 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
Columbus, OH · 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 ...
Financial Advisor - Dayton/Cincinnati
Cincinnati, OH · On-site +1
... Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel
Financial Advisor - Dayton/Cincinnati
Cincinnati, OH · On-site +1
... Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel
Financial Advisor - Dayton/Cincinnati
Cincinnati, OH · On-site +1
... Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel
Financial Advisor - Dayton/Cincinnati
Cincinnati, OH · On-site +1
... Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel
Financial Advisor - Toledo, OH
Toledo, OH · On-site +1
... Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel
Financial Advisor - Toledo, OH
Toledo, OH · On-site +1
... Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel
Suitability Principal - VUL & Group Plans
Cleveland, OH · Remote
$69K - $90K/mo
FINRA Series 7 & 24 required at time of application * 2+ years MMLIS Experience or 3+ years ... LI-REMOTE MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
Suitability Principal - VUL & Group Plans
Cleveland, OH · Remote
$69K - $90K/mo
FINRA Series 7 & 24 required at time of application * 2+ years MMLIS Experience or 3+ years ... LI-REMOTE MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... If currently licensed with Series 6 or 7 would not need additional licensing Proficient in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
... If currently licensed with Series 6 or 7 would not need additional licensing Proficient in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
If currently licensed with Series 6 or 7 would not need additional licensing * Proficient in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Broker Dealer Onboarding Specialist
Columbus, OH · On-site +1
If currently licensed with Series 6 or 7 would not need additional licensing * Proficient in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Remote Series 7 information
See Ohio salary details
$10.74 - $13.71
12% of jobs
$13.71 - $16.68
12% of jobs
$17.55 is the 25th percentile. Wages below this are outliers.
$16.68 - $19.65
6% of jobs
$19.65 - $22.62
0% of jobs
$22.62 - $25.60
17% of jobs
The median wage is $25.90 / hr.
$25.60 - $28.57
36% of jobs
$28.57 - $31.54
1% of jobs
$31.54 - $34.51
0% of jobs
$34.51 - $37.48
8% of jobs
$37.48 - $40.45
5% of jobs
$40.45 - $43.42
3% of jobs
$10
$26
$43
How much do remote series 7 jobs pay per hour?
As of Sep 3, 2026, the average hourly pay for remote series 7 in Ohio is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.88 per hour, depending on experience, location, and employer.
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 the most commonly searched types of Series 7 jobs in Ohio?
The most popular types of Series 7 jobs in Ohio are:
What are popular job titles related to Remote Series 7 jobs in Ohio?
For Remote Series 7 jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Series 7 jobs in Ohio look for?
The top searched job categories for Remote Series 7 jobs in Ohio are:
What cities in Ohio are hiring for Remote Series 7 jobs?
Cities in Ohio with the most Remote Series 7 job openings:
$17.50 - $23.50/hr
Full-time
Re-posted 14 days ago
Fidelity Investments rating
8.7
Based on 273 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:
Fairlawn, Westlake, Woodmere
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.
What Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fidelity
Sourced by ZipRecruiter
Industry
Investment management and consulting services, finance and insurance and investment advisory and financial planning services
Company size
10,000+ Employees
Headquarters location
Boston, MA, US