Series66 Jobs

Bank of America is hiring a Financial Solutions Advisor II in North Augusta to deliver tailored financial plans and brokerage recommendations while triaging client needs and coordinating referrals to specialist partners.

Serve as the founding advisor for Stash’s premium virtual financial guidance program, combining CFP expertise with AI-driven tools to deliver personalized 1:1 coaching to everyday investors.

Bank of America is hiring an Investment Specialist Trainee in Chandler to deliver phone-based client service while training to obtain SIE, Series 7 and Series 66 licenses and advancing into a licensed financial services career.

Truist is seeking an experienced Premier Banker to manage and grow a mass-affluent client portfolio in the Alexandria area by delivering personalized financial advice and integrated retail solutions.

Lead an Indianapolis Raymond James branch, managing operations, compliance, and a team of Financial Advisors to deliver exceptional client service and revenue growth.

Morgan Stanley is hiring a Private Wealth Management Portfolio Management Associate Director to partner with Financial Advisors in creating and executing customized investment plans, performing research and reporting, and supporting client relationships in San Francisco.

Stash is hiring a certified financial professional to deliver virtual, 30-minute advisory sessions in a pilot program that pairs personalized financial guidance with AI-driven customer insights.