Series 65 Jobs

Fifth Third seeks an experienced Wealth Advisor Manager to acquire and manage high-net-worth relationships, drive AUM and revenue growth, and lead client-facing investment strategies within a collaborative team environment.

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.

Experienced financial planner needed to produce and deliver client wealth plans, manage relationships, and lead service delivery within a collaborative advisory team.

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

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.

Savvy Wealth seeks an Investment Operations & Trading Associate to execute daily trading, manage advisor portfolios using Orion Eclipse and custodial platforms, and help scale a centralized trading operation.

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.

Arta Finance is hiring a Relationship Manager on the Customer Success team to provide high-touch member servicing, operational excellence, and proactive relationship management for U.S. members.