Series 63 Jobs

Experienced life insurance wholesaler needed to manage the Minneapolis Edward Jones territory, drive point-of-sale production, and deliver territory sales plans and advisor support.

Fifth Third Bank is looking for a seasoned Preferred Relationship Manager to grow and serve mass-affluent clients using consultative sales and cross-functional referral strategies in the Marco Island area.

Lead institutional retirement sales across the Mountain and Pacific Northwest for Transamerica, building plan sponsor and advisor relationships to drive new business and meet sales targets.

Provide high-quality client service and administrative support to Morgan Stanley Financial Advisors, handling account transactions, client inquiries, and advisor-facing logistics.

Experienced retirement relationship manager needed to lead client relationships for defined contribution plans, provide strategic guidance, and coordinate Fidelity solutions.

LPL Financial is hiring a remote Registered Client Service Associate to support financial advisors by managing account operations, client communications, and administrative tasks within a fast-paced wealth management environment.

KeyBank is seeking a Licensed Private Client Banker in Seattle to deliver tailored financial advice, deepen client relationships, and drive referrals across investment, mortgage, and business banking channels.

Protective Life is hiring a Regional Vice President for South Florida to lead annuity wholesaling across independent and bank channels and grow production through advisor relationships and team coordination.

WisdomTree seeks an entry-level Sales Analyst in the New York area to support sales leadership, manage CRM and data, and help drive ETF distribution while pursuing a long-term sales career.

Fidelity Institutional seeks a Director-level Associate Relationship Manager to drive client engagement, product placement, and account strategy within the Core Wealth channel.

Northern Trust is hiring an Associate Relationship Manager to support institutional insurance and healthcare clients by coordinating service delivery, managing onboarding, and partnering with Relationship Managers to meet client investment and reporting needs.

Northern Trust is hiring an experienced Relationship Manager to lead client relationships and business development for insurance and healthcare institutional investors within its Asset Management practice in Chicago.

Odeon Capital Group is hiring a detail-oriented Junior Research Analyst to support fundamental research, modeling, and report production across equities and credit.

Lead and deepen relationships with mass-affluent clients at BMO by delivering tailored banking, lending, investment and insurance solutions as a licensed Senior Premier Relationship Manager.

Merrill Wealth Management seeks a client-focused Relationship Manager in Leesburg to support Financial Advisors, deepen relationships, manage onboarding and escalations, and help drive client service and growth.