Series 66 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.

Empathetic

Inclusive & Diverse

Mission Driven

Social Impact Driven

Serve as the operational lead for advisor teams, managing assigned high-net-worth client relationships and executing financial plan recommendations to help clients reach their goals.

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.

Key Private Bank is hiring a Relationship Manager in Denver to advise high-net-worth clients, coordinate multi-disciplinary teams, and drive relationship growth across banking, lending and investment solutions.

Experienced Financial Advisor Associate needed at an independent Charlottesville RIA to support a principal advisor in client service, portfolio oversight, and financial planning.

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.