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Series 63 Jobs (NOW HIRING)

Fidelity Investments

$18.50 - $25/hr

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 ...

TIAA

Financial Consultant

Hamden, CT

Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements * Physical Requirements:

TIAA

Financial Consultant

New York, NY

Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements * Physical Requirements:

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Series 63 information

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$11K

$78.3K

$118K

How much do series 63 jobs pay per year?

As of Jul 16, 2026, the average yearly pay for 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 professions make $500,000 a year?

Professions that can earn $500,000 annually include investment bankers, senior corporate executives, specialized physicians, and successful entrepreneurs. In finance and healthcare, advanced certifications and extensive experience are often required to reach this level of income.

What is a Series 63 job?

A Series 63 job typically refers to a position in the financial services industry that requires a Series 63 license, such as a financial advisor or securities representative. The Series 63, also known as the Uniform Securities Agent State Law Examination, is required for individuals who want to sell securities and provide investment advice at the state level. It focuses on ethical practices and state securities regulations. Most financial professionals need this license in addition to other credentials, such as the Series 6 or Series 7, depending on their specific role.

How much does someone with a series 63 license make?

A Series 63 license allows individuals to sell securities and provide investment advice, typically leading to roles such as securities agents or financial advisors. The average salary for professionals with a Series 63 license ranges from $50,000 to $80,000 annually, depending on experience, location, and employer. Compensation may also include commissions and bonuses based on sales performance.

What types of responsibilities can I expect as a professional holding a Series 63 license?

As a licensed Series 63 professional, your daily responsibilities often include assisting clients with investment decisions, ensuring all transactions comply with state securities laws, and keeping meticulous records of client interactions. You may collaborate closely with financial advisors, compliance officers, and back-office staff to facilitate account openings and resolve regulatory inquiries. Staying current on changing state regulations and firm policies is essential, as is providing excellent client service and education. This role provides hands-on experience in the financial services industry and can serve as a stepping stone to more advanced positions, such as financial advisor or compliance specialist.

Does series 63 require SIE?

Yes, passing the Securities Industry Essentials (SIE) exam is a prerequisite for taking the Series 63 exam. The SIE covers foundational securities industry knowledge and must be completed before registering for the Series 63, which focuses on state securities regulations and laws.

What jobs can I get with a series 63?

A Series 63 license qualifies individuals for roles such as securities agent, financial advisor, or broker-dealer representative, primarily involved in selling securities and providing investment advice. It is often required for positions in brokerage firms, investment firms, and financial services companies. The license demonstrates knowledge of state securities regulations and compliance requirements.

What are the key skills and qualifications needed to thrive in the Series 63 position, and why are they important?

To thrive in a Series 63 role, you need a solid grasp of securities regulations and compliance, generally supported by passing the FINRA Series 63 Uniform Securities Agent State Law Exam. Familiarity with financial software platforms, customer relationship management (CRM) systems, and compliance tracking tools is important. Strong attention to detail, ethical judgment, and effective communication are key soft skills for building trust with clients and maintaining regulatory compliance. These skills ensure representatives can lawfully offer securities, provide accurate advice, and effectively support both the firm and its clients.

More about Series 63 jobs
What cities are hiring for Series 63 jobs? Cities with the most 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 Series 63 jobs? States with the most job openings for Series 63 jobs include:
What job categories do people searching Series 63 jobs look for? The top searched job categories for Series 63 jobs are:
Series 63 jobs near you
Infographic showing various Series 63 job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 88% Full Time, 9% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.
Client Support Specialist - Greater Detroit, MI Area (REMOTE)

Client Support Specialist - Greater Detroit, MI Area (REMOTE)

Fidelity Investments

Troy, MI • On-site

Full-time

Re-posted 26 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 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:

Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc

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 - 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.

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