Series 65 Jobs

Support advisors as a Wealth Planning Analyst by preparing financial plans, coordinating client interactions, and conducting portfolio research while progressing toward a licensed advisor role.

Brighton Jones is hiring an Associate Advisor - Analyst to support client service teams with portfolio analysis, trade execution, client deliverables, and CRM management in our Washington, D.C. office starting August 2026.

Lead and develop a team of financial advisors and retirement specialists to drive sales, client satisfaction, and asset growth for a financial services organization.

Fifth Third Bank seeks a results-driven Preferred Relationship Manager in Riverview, FL to grow and service mass-affluent households through consultative sales and cross-product referrals.

Act as a trusted Wealth Advisor on a collaborative team, delivering customized financial plans and portfolio solutions for high-net-worth clients while supporting business growth and mentoring junior staff.

An established wealth management firm is hiring a seasoned Wealth Advisor to deliver comprehensive financial plans and cultivate high‑net‑worth client relationships through collaborative team-based advice.

Experienced wealth-planning professional needed to lead a team at Mariner, delivering tailored financial strategies and mentoring associates while expanding relationships with high-net-worth clients.

Nationwide Financial seeks a Relationship Manager - Retirement Solutions to strategically manage and grow small-plan corporate and private retirement relationships across a multi-state territory from a home office with significant travel.

Support a wealth advisory team in delivering customized financial plans and portfolio solutions for high-net-worth clients while developing technical and client-facing skills.

Remote Portfolio Management Analyst needed to operate portfolio management tools, execute trades, and collaborate with advisors to maintain and optimize client portfolios for a growing wealth management firm.

Thakar Financial (partnered with Raymond James) is hiring a Client Relationship Manager to deepen client relationships, manage non-transactional client needs, and support advisors with high-touch service.

Advance your career as an Associate Wealth Advisor at a New York City wealth management firm, collaborating with advisors to create tailored financial plans for high-net-worth clients.

Support advisors and clients by analyzing portfolios, preparing detailed investment proposals, and helping execute transition and portfolio construction recommendations for Mariner Independent’s Custom Managed Portfolios Group.