Series 7 and 63 required * CIMA or CFA desired * Passion for the financial services industry * 5 ... This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 63 ...
Series 7 and 63 required * CIMA or CFA desired * Passion for the financial services industry * 5 ... This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 63 ...
Consultant, MR-Distributor
Durham, NC · On-site +1
Flexible (Can be Remote) The Opportunity: This position ensures the regulatory compliance of team ... FINRA Series 7 and Series 24 are required. Skills and attributes for success: * Ability to ...
Consultant, MR-Distributor
Durham, NC · On-site +1
Flexible (Can be Remote) The Opportunity: This position ensures the regulatory compliance of team ... FINRA Series 7 and Series 24 are required. Skills and attributes for success: * Ability to ...
Remote Series 7 information
See Raleigh, NC salary details
$10.98 - $14.02
12% of jobs
$14.02 - $17.06
12% of jobs
$17.94 is the 25th percentile. Wages below this are outliers.
$17.06 - $20.10
6% of jobs
$20.10 - $23.13
0% of jobs
$23.13 - $26.17
17% of jobs
The median wage is $26.48 / hr.
$26.17 - $29.21
36% of jobs
$29.21 - $32.25
1% of jobs
$32.25 - $35.28
0% of jobs
$35.28 - $38.32
8% of jobs
$38.32 - $41.36
5% of jobs
$41.36 - $44.40
3% of jobs
$10
$26
$44
How much do remote series 7 jobs pay per hour?
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.
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Regional Director(Raleigh-Durham, North Carolina Territory)
Raleigh, NC • On-site, Remote
Full-time
Posted 11 days ago
Fidelity Investments rating
8.7
Based on 274 frontline employees who took The Breakroom Quiz
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.
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