59 series 63 jobs at 25 companies in Austin, TX
3d
Save
Mark Applied
Hide
Investment Sales Officer I
San Antonio or Austin
OnsiteFull Time
1+ YOEBachelor's degree and 1-2 years of fixed-income securities sales experience, or equivalent experience. Requires Series 52, Series 7, Series 63, market knowledge, sales skills, and Microsoft Office proficiency.
Bloomberg, Microsoft Office
2mo
Save
Mark Applied
Hide
Licensed Financial Services Representative
Austin, Texas, United States
$28-$33/hr OnsiteFull Time
Active FINRA Series 7 and 63 licenses; customer service experience; strong communication; growth mindset.
CRM software, Phone-based customer service
3d
Save
Mark Applied
Hide
Associate Financial Representative
Austin, Texas, United States
$71k-$118k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7, Series 63 and 65 or Series 66, and 1+ year of direct financial-services client experience. Requires strong communication, service, telephone, PC, and data-input skills.
Microsoft Office
1mo
Save
Mark Applied
Hide
Sales & Business Development - Regional Director
Santa Monica or Charlotte or Austin or California or Florida
$155k-$185k/yr HybridFull Time
Established sales professional with strong investment knowledge; SIE, Series 7, and Series 63/66 required (SIE and Series 7 within 12 weeks of hire). Client development, presentation, and territory growth experience expected.
3w
Save
Mark Applied
Hide
Retirement Sales Associate
Austin or Newport Beach
$105k-$115k/yr OnsiteFull Time
2+ YOEBachelor's degree, ~2 years relevant experience preferred, Series 7 and Series 63 required within 3 months, proficiency with Microsoft Office, strong communication and organizational skills.
Microsoft Office Suite, CRM
2mo
Save
Mark Applied
Hide
Financial representative
Austin, Texas, United States
FieldFull Time
Ability to obtain or hold life insurance and FINRA registrations (SIE, Series 6/7, Series 63); pass background and regulatory checks; strong integrity, leadership, and relationship-building skills.
1mo
Save
Mark Applied
Hide
Fixed Income Salesperson (Austin)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's in finance or related field, 3+ years fixed income sales/trading, Series 7 and Series 63 required, Microsoft Office (Word, Excel) proficiency, ability to travel nationally and locally.
Microsoft Office, Microsoft Word, Microsoft Excel
1w
Save
Mark Applied
Hide
Private Client Advisor II
Austin, Texas, United States
OnsiteFull Time
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and client relationship skills.
2mo
Save
Mark Applied
Hide
Private Wealth Management Registered Client Relationship Analyst
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
Save
Mark Applied
Hide
Client Support Specialist - Greater Austin, TX Area (REMOTE)
Texas or Austin
RemoteFull Time
2+ YOERequires FINRA Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, customer support, problem resolution, communication, and financial planning knowledge.
3d
Save
Mark Applied
Hide
Associate Financial Representative
Austin, Texas, United States
$71k-$118k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 licenses, and at least one year of direct financial-services client experience. Requires strong communication and Microsoft Office proficiency.
Microsoft Office
4d
Save
Mark Applied
Hide
Financial Solutions Advisor - Austin Area
Austin or Round Rock or Temple
OnsiteFull Time
1+ YOEHigh school diploma/GED, Series 7 and 66 licenses or Series 63 and 65, and at least one year in investments plus financial services or sales. SAFE Act registration and background check required.
3w
Save
Mark Applied
Hide
Financial Consultant ll
Austin, Texas, United States
$73k-$96k/yr HybridFull Time
3+ YOE3+ years financial experience required, Series 7 and Series 63 registrations, resident life and health insurance license within 120 days, university degree preferred, strong client relationship and sales skills.
2mo
Save
Mark Applied
Hide
Financial Services Representative - State Farm Agent Team Member
Hutto, Texas, United States
$60k-$90k/yr OnsiteFull Time
Active Life & Health license; FINRA Series 6/63/65 or 7; experience in financial services or insurance; strong communication and analytical skills.
Financial Planning, Life Insurance, Health Insurance, FINRA Series 6/63/65 or 7
1mo
Save
Mark Applied
Hide
Fixed Income Salesperson (Austin)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's in finance or related, 3+ years fixed income sales/trading, Series 7 and Series 63 licenses, knowledge of financial institution securities, proficiency with Microsoft Word and Excel, strong communication and time-management, ability to travel nationally and locally.
Microsoft Word, Microsoft Excel
2w
Save
Mark Applied
Hide
Financial Services Representative - State Farm Agent Team Member
Leander, Texas, United States
$45k-$65k/yr OnsiteFull Time
3+ YOE3+ years in financial services, strong analytical and communication skills, knowledge of financial products, and relevant securities licensing preferred (SIE/Series 6/63/65).
1mo
Save
Mark Applied
Hide
Senior Strategic Implementation Manager
Austin or Tempe
OnsiteFull Time
5+ YOE3+ MgmtBachelor's degree, 5+ years in wealth management or investment operations, 2+ years technical product/Agile experience, 3+ years leadership in program/portfolio management, Series 7/63/66 required within 2 years, Series 65 preferred.
Jira, Confluence, Azure DevOps, SAFe, Kanban, Scrum
2mo
Save
Mark Applied
Hide
Cascadia Capital LLC - Associate, Restructuring
Austin or New York City
$175k-$195k/yr OnsiteFull Time
2+ YOE2-4 years in Restructuring or Special Situations M&A; strong financial modeling; FINRA Series 79 and 63; BA/BS in Finance; good communication and client service.
Excel, Financial Modeling
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor – North East San Antonio
New Braunfels or San Antonio or Cibolo
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent; demonstrated client acquisition and relationship management; active Series 7 and Series 66/63/65 (or obtain within 60 days); life, health and long term care insurance license; CFP preferred; bachelor’s degree preferred.
5d
Save
Mark Applied
Hide
Market Director, Wirehouse- Houston
Houston or Austin or San Antonio or Texas
RemoteFull Time
10+ YOE10 years of related experience, including 8 years selling to financial advisors and 5 years prospecting wirehouse teams; FINRA Series 7 and 63; undergraduate degree or equivalent experience.
Explore Jobs
Expand Your Job Search
Top Cities Near Austin for Series 63
- Series 63 jobs in Round Rock, TX
- Series 63 jobs in New Braunfels, TX
- Series 63 jobs in Cedar Park, TX
- Series 63 jobs in Georgetown, TX
- Series 63 jobs in San Marcos, TX
- Series 63 jobs in Pflugerville, TX
- Series 63 jobs in Leander, TX
- Series 63 jobs in Kyle, TX
- Series 63 jobs in Hutto, TX
- Series 63 jobs in Taylor, TX
- Series 63 jobs in Lakeway, TX
- Series 63 jobs in Buda, TX
- Series 63 jobs in Lockhart, TX
- Series 63 jobs in Elgin, TX
- Series 63 jobs in Bastrop, TX
- Series 63 jobs in Manor, TX
- Series 63 jobs in Lago Vista, TX
- Series 63 jobs in Bee Cave, TX
- Series 63 jobs in Marble Falls, TX
- Series 63 jobs in Burnet, TX