Series 65 Jobs

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.

Lead comprehensive wealth planning and client relationship management for high-net-worth clients at a collaborative New York wealth management firm.

Lead a wealth advisory team at Mariner to deliver comprehensive, customized wealth plans and cultivate high-net-worth client relationships.

Lead a Mariner advisory team in New Orleans to deliver comprehensive wealth plans and customized investment strategies for high-net-worth clients.

Experienced Wealth Advisor needed to create and manage comprehensive financial plans for high-net-worth clients within a collaborative, growth-oriented wealth management firm.

Fifth Third Bank is hiring a Preferred Relationship Manager in Waxhaw, NC to serve mass-affluent clients through consultative sales, referral growth, and investment product distribution.

BMO seeks an experienced Senior Premier Relationship Manager to grow and retain mass-affluent client relationships across multiple branches while delivering tailored financial solutions and ensuring regulatory compliance.