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 ...
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 ...
Client Support Specialist - Greater San Diego, CA Area (REMOTE)
Mission Viejo, CA · On-site
$44K - $80K/yr
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 ...
Client Support Specialist - Greater San Diego, CA Area (REMOTE)
Mission Viejo, CA · On-site
$44K - $80K/yr
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 ...
Don't pass up this opportunity to build something for yourself but not by yourself. (Series 7 & 66 will be supported & paid for by firm)
Don't pass up this opportunity to build something for yourself but not by yourself. (Series 7 & 66 will be supported & paid for by firm)
Financial Advisor
Anaheim, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Anaheim, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Anaheim, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Anaheim, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Corona, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Corona, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Ontario, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Ontario, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Ontario, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Ontario, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Ontario, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Ontario, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Corona, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Financial Advisor
Corona, CA · On-site
$137K - $250K/yr
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Series 7 information
See Riverside, CA salary details
$11.79 - $15.05
12% of jobs
$15.05 - $18.31
12% of jobs
$19.26 is the 25th percentile. Wages below this are outliers.
$18.31 - $21.57
6% of jobs
$21.57 - $24.83
0% of jobs
$24.83 - $28.09
17% of jobs
The median wage is $28.42 / hr.
$28.09 - $31.35
36% of jobs
$31.35 - $34.61
1% of jobs
$34.61 - $37.87
0% of jobs
$37.87 - $41.13
8% of jobs
$41.13 - $44.39
5% of jobs
$44.39 - $47.65
3% of jobs
$11
$28
$47
How much do series 7 jobs pay per hour?
What professions make 500,000 a year?
What jobs let you keep Series 7?
What kind of jobs can you do with a Series 7?
What advancement opportunities are available for professionals with a Series 7 license?
Professionals who hold a Series 7 license often find a range of career growth opportunities within the finance industry. Many start as entry-level registered representatives or financial advisors and can progress to senior advisor roles, portfolio management, or branch management positions as they gain experience and additional certifications. The Series 7 license also allows you to specialize in areas such as wealth management, institutional sales, or investment banking. Continued education and strong client performance can further enhance advancement potential. Many employers support professional development and often encourage or sponsor additional licensing for career progression.
What are the key skills and qualifications needed to thrive in the Series 7 position, and why are they important?
To thrive as a Series 7 licensed professional, you need strong financial knowledge, analytical skills, and a deep understanding of securities, typically proven by passing the FINRA Series 7 exam. Proficiency with trading platforms, financial analysis software, and compliance management systems is also essential. Exceptional communication, relationship-building, and ethical judgment are important soft skills for this client-facing, trust-based role. These competencies are crucial for providing sound investment advice, adhering to regulatory standards, and building lasting client relationships in the finance industry.
What is a Series 7 job?
A Series 7 job typically refers to a financial professional, such as a stockbroker or investment advisor, who has passed the Series 7 exam. This qualification, administered by FINRA, allows individuals to sell a broad range of securities, including stocks, bonds, and mutual funds. Series 7 license holders often work for brokerage firms, investment banks, or financial advisory firms, helping clients make informed investment decisions.
What does a Series 7 allow you to do?

$44K - $80K/yr
Full-time
Medical, Retirement, PTO
Re-posted 13 days ago
Fidelity Investments rating
8.7
Based on 270 frontline employees who took The Breakroom Quiz
15th of 150 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
San Diego, Del Mar, Rancho Bernardo
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
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Customer ServiceWhat Fidelity Investments employees say
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