Series 65 Jobs

Midland States Bank seeks an Associate Wealth Advisor to manage and grow client relationships through financial planning, investment guidance, and proactive service.

Lead the affluent market sales function for M&T Bank’s Rockville region, driving advisor recruiting, sales strategy, compliance, and team development across assigned retail markets.

Experienced wealth management professional sought to lead and grow high-net-worth client relationships within Aprio’s integrated tax and advisory platform.

Stifel is hiring an Advisory Marketing Specialist II to drive advisory program education and marketing for Financial Advisors, combining investment expertise with in-person and virtual training.

Support high-net-worth clients and the branch team as a Relationship Manager, driving engagement and personalized financial service in a hybrid Fidelity branch role.

As an Associate Relationship Manager at Key Private Bank in Syracuse, you will advise high-net-worth clients, expand relationships through consultative sales, and coordinate cross-functional teams to deliver tailored wealth solutions.

High-performing, relationship-oriented sales professional needed to source and nurture physician-focused leads, schedule advisor meetings, and help convert new clients for a fast-growing, tech-first wealth firm.

Corebridge Financial seeks a self-motivated Financial Advisor in the Tucson area to deliver retirement planning and build client relationships using company tools and marketing support.

Advance your career as a Senior Market Annuities and Insurance Sales professional with a respected, 40+-year firm serving retirement and estate-planning clients in Bradenton, FL.

Moneta seeks a Client Service Manager in Denver to support advisors with trading, account transfers, client communications, and daily operations to deliver high-touch service.

Alliance America seeks a licensed, results-driven Financial Advisor in Macon, GA to handle pre-set annuity appointments and deliver consultative retirement planning with strong earning potential.

Experienced retirement-plans professional needed to deliver education, sales and relationship management for public-sector clients in Baltimore while working onsite weekdays.

Raymond James is looking for a detail-oriented Registered Client Service Associate in Fort Worth to support advisors, onboard clients, manage account activity, and maintain regulatory-compliant client records.

BMO Financial Group is hiring a Financial Advisor in Green Bay to provide investment and financial planning advice, grow assets, and support client relationships through managed and fee-based solutions.

Fidelity is hiring a Planning Consultant in Del Mar to provide financial planning support, present guidance outputs, and uncover client opportunities to strengthen long-term relationships.

HTK seeks an experienced RIA Product Specialist to own and optimize advisory product offerings on Envestnet and TPAM programs while leading due diligence, onboarding, and education across the firm.

Provide personalized, high-touch wealth planning support to high-net-worth clients and advisors at Fidelity's Edina Private Wealth team.

Experienced captive insurance and institutional wealth professional needed to lead TD's captive insurance practice in Burlington, managing complex captive programs, driving business development, and training internal partners.

Provide high-touch client service and operational support to Financial Advisor teams at Morgan Stanley, handling account maintenance, transactions, digital enrollment, and administrative coordination.

Earned Wealth is hiring a Retirement Plan Associate to prospect, nurture, and convert retirement-plan prospects into meetings and clients for its physician-focused financial services practice.

Northwest is seeking an experienced Financial Advisor to develop and manage client relationships, advise on investments, and meet production targets while maintaining regulatory compliance.

Morgan Stanley is hiring a detail-focused Team Administrator in Fort Lauderdale to manage calendar and phone coverage, coordinate travel and expenses, and provide day-to-day administrative support to Financial Advisors and teams.