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Remote Series 7 Jobs in Texas (NOW HIRING)

Provide remote sales supervision and support for the WellsTrade, PCG, WBS, Institutional Retirement ... US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 ...

Sr. Financial Planning Strategist

Houston, TX ยท 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 ...

... remote partnerships with Financial Advisors across the country to support the existing clients of ... Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable ...

... remote partnerships with Financial Advisors across the country to support the existing clients of ... Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable ...

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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 the most commonly searched types of Series 7 jobs in Texas?

The most popular types of Series 7 jobs in Texas are:

What cities in Texas are hiring for Remote Series 7 jobs?

Cities in Texas with the most Remote Series 7 job openings:

Infographic showing various Remote Series 7 job openings in Texas as of September 2026, with employment types broken down into 88% Full Time, 7% Part Time, and 5% Contract. Highlights an 100% Remote job distribution.

Financial Services Representative, Assets (Requires FINRA Series 7)

Wise

Austin, TX โ€ข On-site, Remote

$27 - $31/hr

Full-time

Posted 11 days ago


Job description

Company Description

Wise is a global technology company, building the best way to move and manage the world's money.
Min fees. Max ease. Full speed.

Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money.

As part of our team, you will be helping us create an entirely new network for the world's money.
For everyone, everywhere.

More about our mission and what we offer.

Job Description

We're looking for a highly motivatedย Assets Customer Service Specialistย to join our team in Austin, Texas. This role is a unique opportunity to directly impact our mission by providing an outstanding experience for our customers,ย with a specific focus on asset-related inquiries and transactions.
Your Mission

As an Assets Customer Service Specialist, you will be the primary point of contact for our customers. You are a skilled problem solver and customer advocate who can handle complex issues with ownership and empathy across phone, chat, and email. Your goal is to deliver exceptional customer experiences, adapt to changes, navigate complex situations, and uphold our commitment to financial empowerment for all.

Key Responsibilities

  • Provide high-quality support viaย phone, chat, and email, with a strong focus on end-to-end resolution for customer issues.
  • Resolve customer contacts and queries with sound judgment, empathy, and minimal escalation, particularly for issues related to assets, investments, and financial products.
  • Meet performance targets across key metrics such as resolution rate, quality, and handling time.
  • Demonstrate advanced product and process knowledge, with a strong understanding of financial instruments and regulations.
  • Communicate clearly and professionally, adjusting your tone and style based on the customer's needs and context.
  • Maintain accurate records using standardized case-handling processes, ensuring data integrity and compliance.
  • Follow strict security and data privacy procedures across all channels.
  • Proactively contribute to knowledge sharing, team discussions, and continuous improvement initiatives.
  • Take ownership of your own learning and development, actively seeking feedback and coaching.
Qualifications
  • Yourย verbal and written English skills are excellent.
  • Self-starterย with the ability to work independently using knowledge resources.
  • Proactive, solution-oriented, and possess an ownership mindset.
  • You'reย flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays.
  • You're cool under pressure taking charge in challenging situationsย and keeping your composure if things get tense.
  • You'reย able to work in a fast-paced, ever-changing environmentย -ย ย you understand that change is needed to both grow and learn but also work more efficiently.
  • You're a team-playerย and understand that having a great working culture is everyone's responsibility. You treat everyone with respect and always give a helping hand, and you let our values guide you.

Licensing and Experience

  • FINRA Series 7 license is required.
  • A minimum ofย 2ย year of customer-facing experience, preferably in financial services, banking, or a contact center environment
Additional Information

If you're ready to take on a challenging and rewarding role, apply now and become part of our global team at Wise!

A Few Details About the Role:

  • Compensation:ย The hourly pay for this position is $27ย - $31ย USD.
  • Where You'll Be:ย We're looking for someone to join our team in Austin, USA! It's a hybrid role, so you'll get to spend time with the team in the office. This isn't a fully remote position, and we don't have a relocation package for it.
  • Work Eligibility:ย This role is for candidates who are already authorized to work in the US. Unfortunately, we can't sponsor visas for this opportunity.
  • Heads Up on Resumes:ย Please submit your resume in English. We want to be sure we give everyone's application a fair review!
  • Click here to see the benefits we offer!

For everyone, everywhere. We're people building money without bordersย  - without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.
Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visitย Wise.Jobs.

Keep up to date with life at Wise by following us onย LinkedInย andย Instagram.