Series 63 Jobs

The Portfolio Counselor role serves as the short-term point of contact for high-net-worth clients within the Private Client Group at a global investment firm. Key responsibilities include onboarding new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers in collaboration with sales and operations teams. This position appeals to professionals seeking a hybrid service and sales environment that eliminates cold calling and prospecting while offering ongoing coaching and career development. The role features a collaborative culture focused on bettering the investment universe, supported by comprehensive benefits including paid health premiums, a 401(k) match, and generous paid time off.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

This full-time Diesel Technician role supports Carvana's Fleet Maintenance team, focusing on Class 8 trucks and trailers. The position involves performing preventative maintenance, conducting diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability. The role is appealing due to the company's supportive culture, comprehensive benefits including tool and boot allowances, and significant investment in professional growth through ASE certification reimbursement and tuition programs. The schedule runs Sunday through Thursday, and the position offers a collaborative environment with clear pathways for advancement within a rapidly expanding organization.

This full-time Diesel Technician role supports Carvana's Fleet Maintenance team, focusing on the upkeep of Class 8 trucks and trailers. Key responsibilities include performing preventative maintenance, conducting diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability and DOT compliance. The position is appealing due to a supportive culture that invests in employee growth through ASE certification reimbursement, tuition assistance, and internal training programs. The role offers a stable work environment with no major engine overhauls or roadside calls, alongside benefits such as tool and boot allowances, comprehensive health coverage, and opportunities for advancement within a rapidly expanding company.

This full-time role involves serving as a Diesel Technician within Carvana's Fleet Maintenance team, focusing on Class 8 trucks and trailers. Key responsibilities include performing preventative maintenance, conducting complex diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability and DOT compliance. The position is appealing due to a supportive culture that invests in employee growth through ASE certification reimbursement and tuition assistance, alongside a schedule that avoids major engine overhauls or roadside calls. The role is based on-site with a Tuesday through Saturday shift pattern.

The Wealth Advisor role at Stockman Wealth Management focuses on delivering comprehensive financial planning and portfolio management services while driving business growth. Key responsibilities include developing new client relationships, deepening existing connections through personalized service, and participating in corporate meetings and special projects. The position requires a strong commitment to exceptional client care, the ability to work independently, and proficiency in complex financial analysis. This opportunity appeals to professionals seeking a dynamic environment that values action-oriented problem-solving and professional growth. The role involves regular travel, including overnight trips, and is ideal for individuals with a Bachelor's degree and Series 65 certification who thrive in a collaborative, client-focused culture.

The Wealth Management Associate role in Scottsdale, Arizona, is an entry-level position within Equitable Advisors designed to launch careers in financial planning. The role involves building client relationships through networking, developing personalized financial strategies based on individual goals, and providing consultation on various financial products. A key appeal of this position is the comprehensive 120-day training program that includes FINRA licensing sponsorship, mentorship from senior leaders, and access to continuous learning resources. The company fosters a culture of social impact and community engagement while offering a flexible schedule to support work-life balance. Although the position requires an in-office presence, it provides a structured path for professional growth with opportunities to pursue advanced designations like the CFP.

This Wealth Management Associate role in Austin, Texas, is designed for individuals with an entrepreneurial spirit to build a career in financial services. The position involves developing personalized financial strategies for clients, nurturing long-term relationships through networking, and providing consultation on tailored investment products. The role offers a structured path to success with comprehensive training, including sponsored FINRA licensing and a 120-day hands-on program. It appeals to candidates seeking professional growth through mentorship, leadership development, and support for obtaining advanced designations like the CFP. The position features a flexible schedule to support work-life balance and operates within a culture dedicated to social impact and community engagement, though an in-office presence is required.

This role within the Retirement Benefits Group at Equitable Advisors focuses on providing wealth management solutions to professionals in education, healthcare, and government sectors. The position involves cultivating client networks, educating individuals on tailored financial products, and implementing retirement strategies to ensure long-term security. Key responsibilities include analyzing client data, maintaining confidentiality, and delivering personalized financial planning services. The opportunity is appealing due to a comprehensive 120-day training program, ongoing mentorship from senior leaders, and access to professional designations like the CFP. The company fosters a values-driven culture with a strong commitment to community impact and diversity. The work arrangement offers flexibility with a schedule designed to maximize productivity and personal time, primarily involving travel to local schools and municipalities rather than a traditional office setting.

This Wealth Management Associate role at Equitable Advisors in New York focuses on building client relationships and developing personalized financial strategies. Key responsibilities include nurturing client connections through networking, assessing financial objectives to create tailored plans, and consulting on specific financial products. The position offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. The role appeals to individuals with an entrepreneurial spirit by providing mentorship from local leaders, access to continuous learning resources, and opportunities for professional designations. While an in-office presence is required, the schedule offers flexibility to support work-life balance. The company fosters a culture of social impact, diversity, and community engagement, supporting employees through wellness programs and giving-back initiatives.

This full-time financial professional role is based in the Baltimore and Columbia area, focusing on helping individuals and families achieve financial wellness through a structured wealth management path. The position requires an in-office presence but offers a flexible schedule to support work-life balance. Key responsibilities include building client relationships through networking, developing personalized financial strategies based on client goals, and providing consultation on tailored financial products. The role is appealing due to comprehensive training support including FINRA licensing sponsorship, a 120-day hands-on employment period, and access to mentorship and leadership development programs. The company fosters a values-driven culture with a strong emphasis on community impact, diversity, and continuous professional growth through designations like CFP.

This full-time Financial Professional role in New York focuses on helping individuals and families achieve financial wellness through personalized wealth management strategies. The position involves building client relationships, developing tailored financial plans based on risk tolerance, and providing consultation on various financial products. The role is ideal for individuals with an entrepreneurial spirit seeking a structured career path, offering comprehensive training including FINRA licensing sponsorship and a 120-day hands-on program. Key appeals include a supportive culture dedicated to social impact, access to leadership development schools, and a stable pay structure during the initial employment period. While the position requires an in-office presence in New York, it features a flexible schedule designed to support work-life balance and professional growth.

This Wealth Management Associate role in Woodbury, NY, involves building a client base and providing financial guidance within a structured training program. Key responsibilities include developing personalized financial strategies, managing client portfolios, and nurturing relationships through networking and consistent communication. The position is appealing due to comprehensive support, including FINRA licensing sponsorship, a 120-day paid training period, and access to mentorship and leadership development schools. The role offers a stable income during the initial phase, opportunities for professional designations, and a culture focused on social impact and community engagement. While the position requires an in-office presence, it provides a flexible schedule to balance productivity with personal time.

This Wealth Management Associate role is based in California locations including Irvine, Los Angeles, and Ventura, requiring an in-office presence. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help individuals achieve financial wellness. The role offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. Key appeals include a supportive mentorship program, access to leadership development schools, and a culture dedicated to social impact and community engagement. The position provides a stable pay structure during the initial training phase and opportunities for professional growth through designations like CFP.

This entry-level financial advisor role at Equitable Advisors in Boca Raton focuses on guiding individuals and families toward financial wellness through personalized wealth management strategies. The position requires building client relationships, developing tailored financial plans, and providing product consultations while maintaining an in-office presence with a flexible schedule. The opportunity is appealing due to the comprehensive 120-day training program that includes FINRA licensing sponsorship, dedicated mentorship from local leadership, and access to continuous learning resources. The company fosters a values-driven culture centered on social impact, offering robust professional development pathways for those aspiring to earn advanced designations or move into management.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising Private Equity and Venture Capital firms on comprehensive banking and lending solutions. The position involves managing a large national book of clients, providing strategic advice on balance sheet management, asset allocation, and credit needs while collaborating with local coverage markets. Key responsibilities include generating new assets through proactive outreach, re-engaging existing clients, and connecting them with specialized partners across the firm's ecosystem. The role is appealing for its opportunity to work within a fast-paced, entrepreneurial environment supported by a robust institutional platform and intellectual capital. It offers significant career growth potential through collaboration with diverse teams and the chance to challenge oneself in a leading global financial institution.

The Principal Engineer, EMC role is a senior individual contributor position within the engineering department responsible for leading electromagnetic compatibility activities across new product development and sustaining programs. The position serves as a subject matter expert who partners with cross-functional teams to guide design decisions, mitigate technical risks, and ensure global regulatory compliance. Key responsibilities include performing board and system-level troubleshooting, overseeing pre-compliance and formal testing, and developing technical documentation to support product certification. This opportunity appeals to candidates seeking a high-impact technical career where they can mentor engineers and drive complex problem-solving without direct people management duties. The role is based onsite at the Irvine, California office and offers a collaborative environment focused on advancing medical device technology.

This principal quantitative developer role embeds the candidate within the Quantitative Research and Investment Technology group at Fidelity Asset Management Solutions. The position blends investment management with technical expertise to partner with investment teams on portfolio construction, risk management, and alpha research. Key responsibilities include building robust analytical solutions using Python, SQL, and Linux, leading full-stack software development projects, and applying advanced statistical methods to enhance decision-making processes. The role appeals to professionals seeking to leverage deep quantitative skills in a collaborative environment that values rigorous engineering practices and continuous innovation. It offers opportunities for career growth through educational assistance and a comprehensive benefits package, supporting a balance between professional development and personal well-being.

This principal quantitative developer role embeds the candidate within the Quantitative Research and Investment Technology group at Fidelity Asset Management Solutions. The position blends investment management with technical expertise to partner with investment teams on portfolio construction, risk management, and alpha research. Key responsibilities include building robust analytical solutions using Python, SQL, and Linux, leading full-stack software development projects, and applying advanced statistical methods to enhance decision-making processes. The role appeals to professionals seeking to drive innovation in alternative investment processes while working in a collaborative environment that values research rigor and repeatability. The position offers opportunities for career growth through educational assistance and a comprehensive benefits package, supporting a balance between professional development and personal well-being.

This Financial Advisor role in Fort Myers and surrounding areas involves building a client practice focused on providing purpose-based financial advice, investments, and insurance to a faith-based community. Key responsibilities include developing long-term client relationships, delivering financial workshops, and leveraging a collaborative network of specialists to guide clients through their financial journeys. The position is appealing due to its mission-driven culture that prioritizes generosity and service, offering up to 14 weeks of paid training to obtain necessary licenses. The role provides the stability of a Fortune 500 organization while allowing for schedule flexibility and a collaborative environment where advisors can control their professional growth and work-life balance.

This full-time Experienced Diesel Technician role supports Carvana's Fleet Maintenance team, focusing on Class 8 trucks and trailers. The position involves performing preventative maintenance, conducting complex diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability and DOT compliance. The role is appealing due to a supportive culture that invests in employee growth through ASE certification reimbursement, tuition assistance, and internal training opportunities. Additional benefits include a tool allowance, competitive overtime, and a collaborative environment where technicians work on warranty-covered vehicles, minimizing major overhauls. The position is based on-site with a focus on safety and operational efficiency.

The Forecast Analyst - Trade role at Delta Faucet Company focuses on driving demand planning and forecasting strategy for a complex product portfolio. Key responsibilities include owning the 18-month monthly forecast by SKU and distribution center, utilizing tools like Kinaxis Maestro and Power BI to interpret trends and mitigate risks, and collaborating with Sales, Operations, and Supply Planning teams to align business objectives. This position appeals to analytical professionals seeking to influence financial outcomes and optimize inventory levels within a fast-paced environment. The role offers a supportive culture recognized for diversity, inclusion, and work-life balance, along with opportunities for professional growth through learning resources and cross-company projects. The position is full-time and operates within a collaborative, data-driven setting.

This role within Apple's Services Finance Data Science and Engineering team focuses on building and optimizing financial data platforms to support product innovation. The position involves partnering with business stakeholders to translate complex requirements into data-driven solutions, utilizing AI coding assistants and agentic frameworks to rapidly prototype and deploy analytical models. Key responsibilities include designing scalable analytics pipelines, conducting rigorous statistical analysis, and creating self-serve dashboards that empower decision-making. The role appeals to candidates who thrive in a collaborative culture of excellence and offers the opportunity to work with cutting-edge AI tools to accelerate delivery. The position requires a strong background in Python, SQL, and machine learning, with a focus on shipping production-ready solutions in a dynamic environment.

The Information Systems Security Officer role serves as a dual technical architect and compliance steward within the OIM department, bridging cybersecurity architecture with federal governance. Key responsibilities include designing secure-by-design systems, managing the Assessment and Authorization process, and overseeing continuous monitoring of security controls across diverse information systems. The position requires leading risk assessments, maintaining Plans of Action and Milestones, and ensuring strict adherence to NIST and DOE federal mandates. This opportunity appeals to professionals seeking to shape enterprise security strategy while working in a collaborative environment that values resilience and mission-critical protection. The role involves close collaboration with cross-functional teams and offers the chance to influence security culture through training and policy development.