Series 65 Jobs

Santander seeks an experienced, licensed Financial Advisor in Holden to provide investment and insurance advice, drive sales results, and maintain strong regulatory compliance.

Moneta is hiring an Investment Analyst on the Finerty Team to perform investment research, maintain financial models, prepare client reporting, and support portfolio decision-making at its St. Louis office.

Redwood Credit Union is hiring a licensed Financial Advisor in San Rafael to provide investment and retirement advice, execute trades, and support Members’ financial goals while maintaining regulatory compliance.

John Hancock seeks an Internal Business Consultant to provide portfolio analysis, practice management guidance, and product expertise that helps advisors grow business and increase AUM.

KeyBank seeks an Associate Private Client Advisor in Mahopac, NY to support Private Client Advisors serving Mass Affluent clients through planning-led investment solutions and branch collaboration.

CAPTRUST seeks an Institutional Account Specialist to manage institutional onboarding and ongoing account servicing with deep custodial knowledge and strong client relationship skills.

Cerity Partners seeks an experienced Principal Wealth Advisor in Indianapolis to lead client relationships, deliver personalized wealth plans, and grow assets under management while ensuring outstanding client service.

Cerity Partners is hiring a Senior Principal Wealth Advisor in Boston to lead client relationships, create customized wealth plans, and expand assets under management through strategic advisory and cross-department collaboration.

Financial Services of America is hiring a Financial Advisor to lead our new Chesterfield, MI office, deliver comprehensive retirement planning, and engage prospects through hosted seminar events while leveraging company-provided leads.

Savvy Wealth seeks an experienced Senior Client Associate to deliver best-in-class operational support for advisors and high-net-worth clients while helping build scalable client service operations.

Serve affluent clients as a Wealth Management Advisor in Sacramento, delivering tailored investment, trust and insurance solutions while driving client relationships and new business.

Kijowski Investments seeks a proactive Financial Advisor in Pittsburgh to lead client relationships and contribute to business growth in a trust-focused, steady office environment.