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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 Jun 25, 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 does a series 63 license allow you to do?

A Series 63 license authorizes individuals to operate as securities agents, allowing them to sell securities and provide investment advice within a state. It is often required alongside other licenses, such as the Series 7, to conduct securities transactions legally. The license ensures compliance with state securities regulations and is essential for working in brokerage firms or investment advisory roles.

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.

What is the average salary for a Series 63?

The average salary for a Series 63 licensed securities agent typically ranges from $50,000 to $70,000 annually, depending on experience, location, and the employer. Many professionals also earn commissions or bonuses based on sales performance and client acquisition.

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.

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 involving 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 jobs pay $10,000 a month without a degree?

High-paying jobs that can reach $10,000 a month without a degree include roles such as licensed insurance agents, real estate brokers, and certain sales positions like financial or software sales, which often rely on experience, certifications, or licenses rather than formal education. Success in these roles typically depends on strong communication skills, industry knowledge, and the ability to build client relationships, with some earning significant commissions or bonuses.

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 June 2026, with employment types broken down into 100% Full Time. Highlights an 62% In-person, 25% Hybrid, and 13% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Client Support Specialist - Greater Richmond, VA Area (REMOTE)

Fidelity Investments

Richmond, VA • On-site, Remote

$17.75 - $24/hr

Full-time

Posted 25 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 139 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:
Glen Allen, VA Beach, Midlothian
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

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.

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